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…
Howmet Aerospace Lost $18 a Share Yesterday. The Market May Be Wrong.
SpaceX's Bastrop foundry is real, but qualifying turbine blades takes years, not months, and Howmet's business has never been stronger.
The 10-Year Hit 4.75%. Eight Days With No Fed Cover.
September 1, 2026 Treasury’s doubled buyback program starts Sept. 9, leaving duration exposed through payrolls and the Fed. The 10-year…
Two Jobs Reports This Week Will Decide If the Fed Hikes in September.
September 1, 2026 A September rate hike is priced at 57%. Wednesday’s ADP and Friday’s payrolls are the last labor…
None of it is about bitcoin
August 31, 2026 Bonus Content: Anthropic Signed $80 Billion in Nvidia-Backed Cloud Deals. Traders Should Price the Loop. A note…
One Nasdaq Has Spent 25 Years Preparing for a Market Set to Grow 118%
August 31, 2026 Bonus Content: AI Customer Service Works. Just Not Everywhere. A note from our friends at i2i Marketing…
Buy, Rent, or Invest? Home Prices and a 4.75% Ten-Year
Mortgage rates near 6.9% and rents rising fastest in over a year are shifting the rent-versus-own math.
Confused by Options? Start Here
August 31, 2026 Bonus Content: Auto Sales Land Tuesday. Here’s the Real Read. Hi Trader, Most “gurus” who teach beginners…
How the Rich Retire
August 31, 2026 Bonus Content: VLCC Rates Hit WS570. The Real Trade Is Hormuz Risk. A note from our friends…