September 10, 2026 Bonus Content: Brent Above $101: Trade the Floor, Not the Spike A note from our friends at…
Intuit Is Down 55% From Its High. The Numbers Say the Selloff Missed the Story.
With 14% revenue growth, 20% EPS growth, and a $5.5B buyback, INTU's AI-disruption discount has become an argument for owning…
The Treasury Tripled Its Bond Buyback. Yields Rose Anyway.
September 10, 2026 Bessent’s $6bn intervention failed to move the long end. PPI this morning, CPI tomorrow, and the Fed…
The Dollar Is at a Four-Month Low as Rate-Hike Odds Rise
September 10, 2026 DXY near 98.6, USD/JPY near 153, and a 10-year yield near 4.85% rarely align. The dollar does…
Washington’s $2.9B Antimony Signal
September 9, 2026 Bonus Content: Nike’s China Online Reset Echoes Its U.S. Wholesale Mistake A note from our friends at…
This Forgotten Metal May Be AI’s Next Bottleneck
September 9, 2026 Bonus Content: PepsiCo’s Growth Engine Has Moved Overseas. That Changes the Trade. A note from our friends…
India’s NSE Is Going Public at $46bn. Does the Price Match the Business?
The world's largest derivatives venue by contract volume may finally list. Here is how disciplined investors should think about owning…
Done by 10 AM. Here’s how.
September 9, 2026 Bonus Content: Nvidia Holds $105B in Risk. A Credit Rating Could Change That. A note from our…
A Worldwide Gold Lockdown Is Now Underway
September 9, 2026 Bonus Content: Brent Hit $100 Overnight. Saudi Production Sites Are Now the Target. A note from our…
WaFd Shareholders Will Own Less of EverBank Than You Think
EverBank backers get majority control, and the 29% earnings boost hinges on synergies.