Five Below Raised Guidance While Lululemon Sank. That Gap Is the Trade.
Five straight quarters of double-digit comps, 52 new stores, and a $600 million buyback make Five Below the clearest buy in a broken discretionary sector.
Month: September 2026
Why One Friday Trade Could Change Your Mondays
September 4, 2026 Bonus Content: American Gas at $2.87 While Europe Burns Through Its Reserves A note from our friends…
Who’s Actually Getting Hired? August’s Jobs Mix Is the Real Fed Problem.
Education, health care, and leisure are doing the heavy lifting. Manufacturing is shedding. That split matters more than the 53,000 headline.
Elon’s Powerful New Currency & Your Account
September 3, 2026 Bonus Content: European Gas Is Up 129% in a Year. Here Is Who Pays and Who Profits.…
Campbell’s Cut Its Dividend 36% Today
September 3, 2026 The balance sheet flagged it for quarters. Here’s the audit every income investor should run now. Before…
Ciena’s 37% Growth Is Real. So Is the Two-Customer Problem.
A record quarter and a raised full-year outlook still left investors asking how much of this boom belongs to Ciena and how much belongs to two cloud giants.
Why the Wealthiest Person Alive Lives in a 400-Square-Foot Prefab in Texas
September 3, 2026 Bonus Content: Waymo’s 14-City Expansion Sits Inside GOOGL and AMZN A note from our friends at The…
Gold Has Lost Its 2026 Gain. A September Rate Hike Is Why.
With hike odds near 70% and real yields rising, the levels that matter for GLD, GDX, and silver.
Larger addressable market than the entire Mag 7 combined?
September 3, 2026 Bonus Content: If Other Countries Follow Bessent’s Tariff Advice, These Portfolio Holdings Take the Hit A note…
The Pentagon Is Tripling Missile Output. LMT Barely Moved.
September 2, 2026 Seven-year contracts. The market hasn’t priced them in yet. On August 31, the Department of Defense signed…