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…
Congress Cleared the Shutdown. Dec. 11 Is the New Risk.
The 370-48 House vote removes the Sept. 30 cliff, keeps the data calendar intact, and hands traders a fresh deadline to watch.
Sept 25: Altucher’s briefing on Musk’s next major catalyst — 1,806,000 investors in focus
September 2, 2026 Bonus Content: If Other Countries Follow Bessent’s Tariff Advice, These Portfolio Holdings Take the Hit A note…
Aon Is Borrowing $17 Billion for USI. Can It Afford to Be Right Twice?
The NFP integration record earns Aon some credibility, but the debt load is real and the clock starts now.
You’re skeptical after SpaceX’s IPO, and that’s alright
September 1, 2026 Bonus Content: Your Electricity Bill Is Already Part of the AI Data Center Fight A note from…
Foreigners Are Handing You the Entry Point
September 1, 2026 Foreign Investors Sold Korea for Months. The KOSPI Still Doubled. Relentless foreign selling is opening measured access…