At 6.76%, the Mortgage Market Is Frozen. Here’s Who Pays and Who Profits.
Rising rates have stopped the housing market from clearing. The more important question is which housing-linked holdings are already priced for that reality.
Same Conference, Two Very Different Stories
September 11, 2026 Elevance surged 6% after signaling a Q3 beat. UnitedHealth fell 3% after reaffirming guidance On Wednesday at…
The biggest trading breakthrough I’ve ever come across
September 11, 2026 Bonus Content: At 6.76%, the Mortgage Market Is Frozen. Here’s Who Pays and Who Profits. A note…
Bath & Body Works Could Be Sold. Options Beat the Stock.
Barington’s stake is too small to force a deal, but a long-dated call spread gives you upside if private equity shows up.
Chaikin: Buy this company by Sept. 29
September 10, 2026 Bonus Content: August Air Travel Just Shrank. What That Tells You About the Economy. A note from…
Energy Stocks Hit a 25-Year High. What Dividends Are Worth if Oil Falls to $80.
September 10, 2026 Energy Stocks Hit a 25-Year High IXC and XLE look priced for an oil shock. Dividends and…
Meta’s Muse Books the Flight. Who Loses the Commission?
After a 6.55% surge, the real question is which middlemen get cut first.
The Copper Race Is Coming Back to North America
September 10, 2026 Bonus Content: Silver Hit $67. Now Comes the Harder Question. A note from our friends at i2i…
Meta’s Muse Can Negotiate and Check Out. Now Prove It Widens the Moat.
Shipping an agent that acts beats talking about one, but distribution alone does not turn a $30 trillion estimate into durable earnings.
Major-Company-Funded Drilling at This Sub-$1 Copper-Gold Explorer
September 9, 2026 Bonus Content: Pfizer Is Spending Its Way Past a $17 Billion Patent Cliff A note from our…