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Day: September 11, 2026

This 30-Minute Window Changes Everything
Newsletters

This 30-Minute Window Changes Everything

September 11, 2026 Bonus Content: Affirm’s Profit Engine Is Finally Running A note from our friends at Base Camp Trading(ad)…

September 11, 2026
At 6.76%, the Mortgage Market Is Frozen. Here’s Who Pays and Who Profits.
Business

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.

September 11, 2026
Same Conference, Two Very Different Stories
Newsletters

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…

September 11, 2026
The biggest trading breakthrough I’ve ever come across
Newsletters

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…

September 11, 2026
Bath & Body Works Could Be Sold. Options Beat the Stock.
General

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.

September 11, 2026
Chaikin: Buy this company by Sept. 29
Newsletters

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…

September 11, 2026

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