August 25, 2026 Featured: The Treasury Just Found More Firepower. Now Comes Warsh. Sponsored Editor’s Note: With the market in turmoil,…
The Marginal Buyer Is Gone. Duration Traders, Take Note.
August 25, 2026 A $72 billion drop in foreign Treasury holdings and a 30-year near 5.26% set the stage for…
Steel Long, Truckers Short: The Jan. 1 Trade Is Already Open
Trump’s Jan. 1, 2027 Canada auto and steel tariff opens a dated, asymmetric pair: domestic mills on one side, cross-border…
Nvidia Is Passing the Memory Bill to Customers. Trade the Rotation.
August 25, 2026 Nvidia Is Passing the Memory Bill to Customers. A seven-session losing streak and a 15%-plus server hike…
The September Countdown Is Already Mispriced
Freeport restarts in late August, EU storage lags, and the Russian LNG ban clock is running. The TTF-to-Henry-Hub spread is…
How Elon Musk Actually Got Rich
August 24, 2026 JNJ’s $100B Revenue Run Rate Is the Dividend Case No One Is Making Bonus: JNJ’s $100B Revenue Run…
Rise of the… Petroyuan?
August 24, 2026 Featured: Memory Stocks Are Pricing a Policy Shift That Hasn’t Happened Sponsored I’ve spent my career studying gold…
What a $150M PIPE Into a Sub-$1 Shell Actually Says
Specialist biotech capital backed Ambros via Werewolf. The signal is worth reading carefully.
Is Intuit’s Drop an Opportunity?
August 24, 2026 Is Intuit’s 48% Drop a Buying Opportunity? Intuit reports Q4 FY2026 after the close on August 25.…
Nvidia Reports Aug. 26: What Traders Watch
August 23, 2026 Nvidia Reports Aug. 26: What Traders Watch Seventeen straight beats. Four straight post-earnings drops. The guide is…