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Oil Up 9% on the Week. Hold Energy Longs Into the Weekend?
Iran launched strikes across the Gulf. Payrolls hit Friday. The gap-risk math for XLE and XOP holders deserves a hard…
Lululemon Just Confirmed What Nike Already Told You
September 4, 2026 A second guidance cut erases $20-plus and hits Discretionary Thursday’s Lululemon report was not a miss. It…
Elon, AI, China — and a $126 trillion structural shift
September 4, 2026 Elon/AI/China/Trillions More… Bonus Content: Bitcoin Closed Above $81,000 and Robinhood Finished Up 17%. Why Both Moves Matter.…
American Gas at $2.87 While Europe Burns Through Its Reserves
The Atlantic price gap is wider than it has been in years. Here is what that means for investors holding…
How a recent executive action unlocked $2 trillion in domestic capacity
September 3, 2026 Bonus Content: Congress Cleared the Shutdown. Dec. 11 Is the New Risk. A note from our friends…