August 24, 2026 PG Is Down From Its Highs. The Cash Machine Is Still Running. Bonus: PG Is Down From Its…
TSLA Slides as China Bans the Design It Made Famous
August 24, 2026 A 2.98 million-vehicle recall is the headline, but the Jan. 1, 2027 handle rule reshapes the competitive…
Kohl’s Wednesday Report Is a Balance-Sheet Test
After Walmart’s comp-driven selloff, mid-tier retail’s tolerance for declining revenue has narrowed sharply.
Five Signals That Define This Week
August 24, 2026 Five Signals That Define This Week Tesla’s Cybercab moment, Samsung’s $80B AI dividend, gold’s Treasury-fueled breakout, Marvell’s…
AVGO’s $16B Test Is 10 Days Out
August 23, 2026 AVGO’s $16B Test Is 10 Days Out The Marvell-Google deal just complicated the picture. Sponsored First a…
WMT Dropped 9% on a Guidance Raise
Tariff refunds made the quarter. The Q3 guide reveals the margin question.
LVMH Lost 70 Million Customers
The numbers came out this morning. LVMH reported H1 2026 revenue of 38.6 billion euros, with organic growth of 2%…
LVMH Lost 70 Million Customers
The numbers came out this morning. LVMH reported H1 2026 revenue of 38.6 billion euros, with organic growth of 2%…
The Link Is Closing
August 23, 2026 Crypto, Chips, and Off-Price Retail Featured: Crypto, Chips, and Off-Price Retail Sponsored The download link for my Simple…
SPCX Is Down Today. November Is the Real Test.
Today's unlock is small. November's 1.3B-share Q3 tranche is the stress test that matters.