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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
Energy Stocks Hit a 25-Year High. What Dividends Are Worth if Oil Falls to $80.
Newsletters

Energy Stocks Hit a 25-Year High. What Dividends Are Worth if Oil Falls to $80.

September 10, 2026 Energy Stocks Hit a 25-Year High IXC and XLE look priced for an oil shock. Dividends and…

September 10, 2026
Meta’s Muse Books the Flight. Who Loses the Commission?
Top News

Meta’s Muse Books the Flight. Who Loses the Commission?

After a 6.55% surge, the real question is which middlemen get cut first.

September 10, 2026
The Copper Race Is Coming Back to North America
Newsletters

The Copper Race Is Coming Back to North America

September 10, 2026 Bonus Content: Silver Hit $67. Now Comes the Harder Question. A note from our friends at i2i…

September 10, 2026
Meta’s Muse Can Negotiate and Check Out. Now Prove It Widens the Moat.
Economy

Meta’s Muse Can Negotiate and Check Out. Now Prove It Widens the Moat.

Shipping an agent that acts beats talking about one, but distribution alone does not turn a $30 trillion estimate into durable earnings.

September 10, 2026
Major-Company-Funded Drilling at This Sub-$1 Copper-Gold Explorer
Newsletters

Major-Company-Funded Drilling at This Sub-$1 Copper-Gold Explorer

September 9, 2026 Bonus Content: Pfizer Is Spending Its Way Past a $17 Billion Patent Cliff A note from our…

September 10, 2026
The Iran War Has Taken $770 From Every U.S. Household
Newsletters

The Iran War Has Taken $770 From Every U.S. Household

September 9, 2026 With diesel near a record $5.90 a gallon and August CPI due Friday, the fuel bill is…

September 9, 2026
Oracle Reports Tomorrow. A $638 Billion Backlog Says the Selloff Is Misreading the Risk.
Economy

Oracle Reports Tomorrow. A $638 Billion Backlog Says the Selloff Is Misreading the Risk.

The stock is down nearly 20% in 2026 over capex fear. Wednesday’s Q1 earnings could determine whether that discount is opportunity or warning.

September 9, 2026

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