Democrats Flipped Both Chambers. Here Is Where Money Goes.
A one-month-low dollar and a 2.4% Nasdaq-100 futures swing diverge. Only one should drive your positioning.
Defense Stocks Crashed. The $741B in Orders Did Not.
November 4, 2026 Three record backlogs, a looming budget fight, and stocks trading like the contracts don’t exist. Here’s the…
What happens on November 11?
November 4, 2026 Bonus Content: European Stocks Rose While US Futures Fell. What It Means A note from our friends…
Uber’s $10 Billion Robotaxi Bet Meets Q3 Day
Uber is reporting third-quarter results this morning, and the numbers investors will read first are not the ones that matter…
The Nikkei Sold Off. New York Chip Stocks Rallied First.
The divergence was stark enough to demand explanation. Nvidia and Broadcom climbed about 2% and 3%, respectively, while the iShares…
The Treasury Refunding Hits a Bond Market Already Moving
The bond market handed Treasury a gift overnight, then handed Treasury a problem. When Democrats swept both chambers of Congress…
Uber’s $10 Billion Robotaxi Bet Meets Q3 Day
Uber is reporting third-quarter results this morning, and the numbers investors will read first are not the ones that matter…
Uber’s $10 Billion Robotaxi Bet Meets Q3 Day
Uber is reporting third-quarter results this morning, and the numbers investors will read first are not the ones that matter…
The Nikkei Sold Off. New York Chip Stocks Rallied First.
The divergence was stark enough to demand explanation. Nvidia and Broadcom climbed about 2% and 3%, respectively, while the iShares…
The Treasury Refunding Hits a Bond Market Already Moving
The bond market handed Treasury a gift overnight, then handed Treasury a problem. When Democrats swept both chambers of Congress…