A 50/50 September: How to Position Every Asset Class
Warsh’s Jackson Hole speech shifted September hike odds to a coin flip. Here is the full trading plan.
Former CIA analyst just bought 10,000 shares
August 29, 2026 Bonus Content: At $88 a Barrel, the Winners Are Not Who You Think Sponsored Dear Reader, A…
Watch the Peso, the CAD, and the Rails
Mexico is negotiating its way out of tariffs while Canada retaliates with C$27.6B. Two very different outcomes are now in motion.
What Long-Term Apple Holders Should Do Now
August 28, 2026 A $2,000 foldable iPhone, a split cycle, and memory costs change the math for AAPL investors heading…
What Long-Term Apple Holders Should Do Now
A $2,000 foldable iPhone, a split cycle, and memory costs change the math for AAPL investors heading into Sept. 9.
2:59 PM Friday. Make This Trade.
August 27, 2026 Bonus Content: Nvidia Beat Again. The Stock May Not Care. Sponsored Everybody wants to know. How does…
Gold Is Back. The Reasons Are Not Going Away.
A five-week winning streak, roughly $4,600 gold, and record central bank buying: what the debasement trade’s return means for your portfolio.
What Warsh Says Friday Changes the Rate Picture
August 27, 2026 A divided Fed, a hawkish dissent bloc, and a chairman who refuses to telegraph moves: here is…
Eaton Is the AI Trade Nobody Calls AI
Record Q2 sales, a Trane partnership, and a 307 GW data center backlog that compounds quietly.
AI Companion or Contract Timing: Zoom’s Enterprise Pop
Enterprise revenue grew 7.8%, cash flow guidance rose, and $1.3B of buybacks remain. The question is what deserves the credit.