Apple Just Did Something It Almost Never Does. The Trade Is Bigger Than One Day’s Drop.
AAPL fell 6% on mid-cycle price hikes. Now the July 30 gross margin number is everything.
Day: June 29, 2026
GLX just changed energy
June 29, 2026 The Trade That Worked All Year Just Got Complicated GL X opened the door to Iranian crude.…
The Consumer Debt Number Wall Street Is Explaining Away
Auto loan delinquency just hit a record. Credit card stress is at a 15-year high. The divergence with stocks is getting harder to ignore.