September 2, 2026 Bonus Content: CRM Trades at 20x Earnings While Agentforce Accelerates A note from our friends at The…
Elon Musk’s long-range plan enters its concluding stage
September 2, 2026 Bonus Content: The Pentagon Is Rebuilding Its Missile Magazines. LMT and GD Are the Factory Floor. A…
A 66% Chance of a Rate Hike Should Change What You Own
ISM was fine at 54.6, but Prices Paid stayed at 71.1 and Governor Barr’s warning means cyclicals face a different…
21 Banks Are Building a Dollar Stablecoin
September 2, 2026 21 banks, one token, and a direct conflict with their own fee income. The stablecoin market stood…
August Gas Prices Hit a Record. Q4 Earnings Will Pay the Bill.
September 2, 2026 A record August at the pump is now a portfolio problem, and divergence is visible in airline…
The Trader Who Called 2020 and 2022 Crashes Issues New Prediction That Will Impact Your Money
September 1, 2026 Bonus Content: Refiners Are Posting Big Profits While You Pay $4 at the Pump A note from…
Almost Gone
September 1, 2026 Bonus Content: Apple Has a New CEO. The Sept. 9 Event Is His First Test. A note…
China Is Alone at the G20. Now Markets Must Price the Fallout.
Bessent’s 19-against-one vote on cheap exports turns a US trade grievance into a global supply-chain question institutions can’t defer.
Sam Altman’s $4 Trillion IPO Wave
September 1, 2026 Bonus Content: Deere at 34x: Paying for a 2027 Ag Recovery Not Here Yet A note from…
You’re skeptical after SpaceX’s IPO, and that’s alright
September 1, 2026 Bonus Content: Chevron Gains as Brent Clears $91 on Renewed Hormuz Fire A note from our friends…