September 5, 2026 EWZ is up about 19% year-to-date, and the Oct. 4 election is adding fuel. Most global market…
I Just Flew Over Elon Musk’s Next Big Venture
September 4, 2026 Bonus Content: Can Micron Double From Here? The $2 Trillion Clock Is Ticking. A note from our…
EWZ Is Up About 20% This Year. Here Is What Drives the Return.
Brazil’s rally is real, but for U.S. investors the currency does as much work as the index.
Bigger than the entire Mag 7 combined?
September 4, 2026 Bonus Content: Tesla’s Cybercab Already Has a Federal Problem A note from our friends at Paradigm Press(ad)…
In and out of a trade before 10:45
September 4, 2026 Bonus Content: Apple Has a New CEO and Five Days to Prove It A note from our…
This tiny piece of glass could be bigger than GPUs
September 4, 2026 Bonus Content: Who’s Actually Getting Hired? August’s Jobs Mix Is the Real Fed Problem. A note from…
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…