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.
Copy the Shape, Not the Name
August 26, 2026 Trump’s June filing reveals a defensive-compounder basket plus a bond rotation: a portfolio structure worth studying regardless…
Two Forces, One Level: Trading DXY Around 99 Into Warsh Friday
Iran sanctions push the dollar up; the Treasury buyback pulls it down. Neither is winning, and that sets the trade.