Two weeks after a record close, the Russell 2000 is the clearest read on whether September's coin-flip hike shocks small-cap…
COIN -5%, MSTR -6.5%: The Hike-Odds Link
August 29, 2026 Warsh’s Jackson Hole speech lifted September hike odds from about 35% to 55.7%, and crypto proxies took…
Five Prints in Six Days: How to Trade the Data Gauntlet Into the September FOMC
The benchmark revision resets every assumption entering the most consequential data week of the year.
SPCX: Buy Now or Wait?
August 29, 2026 Bonus Content: Dec Corn $5.36½, Nov Beans $12.88: Ag Tickers Monday Sponsored Dear Reader, It’s the biggest…
Trump’s Next “Most Favored Company”
August 29, 2026 Bonus Content: Russell 2,972: Record Failure, Rate Risk, and the Session’s Tell Sponsored Dear Reader, For decades,…
Rise of the… Petroyuan?
August 28, 2026 Bonus Content: Diesel Cracks Tell a Different Story Than Brent Sponsored I’ve spent my career studying gold…
Watch the Peso, the CAD, and the Rails
August 28, 2026 Mexico is negotiating its way out of tariffs while Canada retaliates with C$27.6B. Two very different outcomes…
Biotech M&A Window Reopens: XBI and Mid-Caps Back in Play
Barclays says the freeze is over. AbbVie, Jazz, and SK back it up.
Who Buys a $2T Anthropic IPO?
Wall Street can underwrite the supply. Allocators still have to absorb it.
In at 9:35 AM. Out by 10.
August 27, 2026 Bonus Content: The Letter That Moved Cyber Stocks Sponsored Hey, I’m going to do something that may…