September 18, 2026 Bonus Content: Workday Jumps 6% as Reported Buyout Financing Progresses A note from our friends at Skybound_DM(ad)…
5 Minutes. 4 Questions. Every Trade.
September 18, 2026 Bonus Content: Oil Has Dropped Three Days Straight. Tuesday’s Gulf Summit Could Reverse That Fast. A note…
Mortgage Rates Hit 6.95%. Here Is What It Costs a Buyer.
With real quotes nearer 7.2% and pending sales 30% below pre-pandemic norms, the math has turned against buyers and homebuilder…
The Senate Could Flip. What That Means for Healthcare and Energy Stocks.
Kalshi and Polymarket put Democrats around a 55-59% shot at the Senate. Allocators with two-year theses on managed care, energy,…
The “Secret City” That Built the Atom Bomb Is Back
September 17, 2026 Bonus Content: Prologis Has 5.8GW of Data Center Power. Now Comes the Hard Part. A note from…
Elon’s “Final Phase” of his “Master Plan” is One of the Most Ambitious in Human History…
September 17, 2026 Bonus Content: Cigna Trades at 9x Earnings. Wall Street Is Paying Attention. A note from our friends…
The GLP-1 Giant Priced for Bad News
September 17, 2026 With a Capital Markets Day days away and the stock near a two-year low, traders need the…
Why Crude Is Not Done Moving
September 17, 2026 Saudi repairs ease the East-West shock, but Hormuz remains crippled and the Q3 supply deficit is not…
Intuit Grew Revenue 14% and Cut Its Workforce 17%. FY27 Guidance Is the Hard Part.
With the stock near $318 and 20 of 34 analysts rating it a Buy, the question is whether the AI…
Why Did Trump Just Ban America’s Most Powerful AI?
September 17, 2026 Bonus Content: Wall Street’s Top Bull Just Cut His S&P 500 Target A note from our friends…