September 16, 2026 Bonus Content: Warsh Hiked. Watch December. A note from our friends at Weiss Ratings(ad) Dear Reader, Starting…
Etsy’s AI Bet Is Real. The Consumer Headwind Is Too.
Oppenheimer’s $90 target cites shifting search behavior, but discretionary spending is the variable Wall Street can’t model away.
Apple. Netflix. Now?
September 16, 2026 Bonus Content: The Fed Hikes Rates for the First Time Since 2023. Here Is What Re-rates at…
The Senate Killed the CLARITY Act
September 16, 2026 The Senate procedural vote failed 49-50 Tuesday. Sponsored Shhhh… What Elon Musk Doesn’t Want You to Know…
Lenders Are Quoting 7%. Lennar Reports Tonight.
September 16, 2026 Freddie Mac’s survey still reads 6.76%, but the market moved on. Here is what the gap means…
J&J’s Rybrevant Extended Lung Cancer Survival. Can It Carry the Stock?
PAPILLON survival data supports Rybrevant. The real test is replacing Stelara.
A Rare Opportunity at a Big Copper-Gold Win
September 15, 2026 Bonus Content: Oklo’s $1B ATM Replacement Is What the Pullback Is About A note from our friends…
Elon Musk’s Hushed FCC Filing. Sept 25th.
September 15, 2026 Bonus Content: NuScale’s Dilution Math Is the Real Problem A note from our friends at Paradigm Press(ad)…
Waymo Is Taking Its Driverless Taxis to Tokyo
Tokyo is the first proof Waymo’s model can cross a border. Ask what that franchise is worth to Alphabet over…
Never oversize a trade again
September 15, 2026 Bonus Content: Crack Spreads at Records, a Truce That May Not Exist A note from our friends…