Klarna reports Q2 2026 results this morning before the open, and the stock enters earnings day already down about 6%…
Nike Is Repeating Its Worst Mistake
Today Nike hit a fresh 52-week low. The stock closed below $40, a level it last traded at in September…
ETON’s 43% EBITDA Margin Is the Number Wall Street Missed
Revenue doubled. The margin story behind it is what changes the long-term math.
The 30-year just hit 5.31%
August 18, 2026 Warsh Says 2%. The 30-Year Says Prove It. The Fed holds for a fifth straight meeting. The…
Trump Threatens a Gulf Mediator. Read the Refiner Trade.
Brent jumped to about $90.9 on the Oman threat. The real question is what risk premium survives a deal, and…
Trump Threatens Oman and the Last Off-Ramp
Gold was trading near $4,395 an ounce on Monday morning when President Trump told Fox News he would bomb Oman…
ROST Near Highs. Now It Has to Prove It.
Q2 reports Thursday. The comp math Ross published is the warning nobody is leading with.
Alibaba’s AI Music Push
August 17, 2026 HappyShrimp Puts BABA in AI Music A consumer launch plus a label partner. Alibaba is trying to…
Meta Faces a Trial Bigger Than the Number
A $1.4 trillion headline distracts. The injunction could break Meta's model.
Your Wallet vs. the Fed’s Next Move
A 9-3 vote, a 3.4% CPI reading, and a September decision that will price every loan you carry.