Soybeans Near a Three-Year High. The Money Is in Processors
September 7, 2026 China’s 25-million-ton pledge is lifting prices. How to position ahead of Friday’s WASDE. November soybean futures ended…
Soybeans Near a Three-Year High. The Money Is in Processors
China’s 25-million-ton pledge is lifting prices. How to position ahead of Friday’s WASDE.
Why Isn’t This Better Known?
September 7, 2026 Bonus Content: A Chinese Car Ban Would Help GM and Ford. But EVs Are Already the Problem.…
What are you doing at 9:30?
September 7, 2026 Bonus Content: The 30-Year Treasury Is Paying 5.2%. Here Is What That Means for Your Portfolio. A…
Citi Just Scrapped All 2026 Rate Cuts. Small Caps and REITs Are Paying for It.
With a September 17-18 hike now the odds-on call, the 2027 easing trade needs a hard reset.
Microsoft Keeps Getting Sued Over AI. Does It Matter?
September 6, 2026 The copyright cases against OpenAI and Microsoft are growing. Here is how to think about it as…
Seagate Is Up 200% This Year. Q1 Guidance Says It’s Not Over.
Record free cash flow, four straight EPS beats, and AI storage demand collide with a stock about 21% below its 52-week high.
The Real AI Money Is Not in the App
September 6, 2026 Bonus Content: The Russell 2000 Is Up 20% This Year. Here Is What It Means A note…
Goldman Picked Five Stocks to Buy. AECOM Needs No Shopper.
With consumer discretionary the lone losing sector of 2026, the infrastructure engineer stands apart from Goldman’s dip list.
What Musk’s recent post may signal about his next major market move
September 6, 2026 Bonus Content: Pharma Pricing Now Covers 89% of the Market. Here Is What It Means for Your…