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…
Year: 2026
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…
Nike Hit a 12-Year Low. October 1 Is What the Stock Needs.
Running is growing fast, China is still a problem, and Q1 fiscal 2027 earnings are the first test of whether CEO Elliott Hill’s turnaround is landing.
Out of 23,281 Stocks… This is the ONLY One
September 5, 2026 Out of 23,281 Companies… This is the ONLY One Bonus Content: EWZ Is Up About 20% This…
Homebuilders Face a Rate Wall Before the Fed Decides
Construction spending at a three-year low, mortgage rates at a 2026 high, and BLDR getting kicked out of the S&P 500: the short case is building itself.
Turns Out the Winners Weren’t the Stocks You Were Watching Anyway
September 4, 2026 Bonus Content: Fervo Energy Jumped 28% on the Google Deal. The Cash Flows Are Still Two Years…
Shell’s $13.9 Billion Canada Bet: 370,000 boe/d and Dividends
September 4, 2026 ARC Resources is now on Shell’s balance sheet Shell does not do things small. On September 2,…
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.
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…