With a 25bp rise to 4% widely expected, the trade sits in the MPC split, inflation forecasts, and what Bailey…
The Biggest Wealth Transfer Ever
November 5, 2026 Bonus Content: Copper at a Record $14,822 Is Pulling Capital Out of Chip Stocks A note from…
Wall Street bracing for $60 trillion revaluation in just…
November 5, 2026 Bonus Content: Apple Hit $5 Trillion. The Money Came From the Data-Center Trade. A note from our…
The Move to Make Before November 30
November 4, 2026 Bonus Content: OpenAI Trimmed Its Funding Ask. The Trillion-Dollar Question Remains. A note from our friends at…
Figma’s IPO Made It a $68B Company. Now It’s $11B.
With Q3 earnings due tonight and Anthropic preparing to list near $2T, Figma’s collapse from debut-day euphoria is a lesson…
Netflix Bought Back $4.8 Billion of Its Own Stock
Netflix’s Q3 2026 numbers split cleanly in two. The margin story is excellent. The advertising story is not. Active traders…
AMD’s Data Center Nearly Doubled. The Fade Is the Question.
Q3 revenue: $13.377bn, +45% YoY Data Center segment: $8.546bn, +97% YoY, +27% sequentially, about 64% of total revenue Non-GAAP diluted…
What happens on November 11?
November 4, 2026 Bonus Content: Treasury Refunding Lands Into a Bond Market Shifted by Elections A note from our friends…
The Dollar Is Telling the Truth. The Nasdaq Is Not.
Three markets moved on the Democratic sweep overnight. Only one is reading the result correctly.
The U.S. Government’s Only Escape From $39T Debt
November 3, 2026 Bonus Content: Adobe’s $27.5B ARR Machine Meets Its Cheapest Competitor Yet A note from our friends at…