Today Nike hit a fresh 52-week low. The stock closed below $40, a level it last traded at in September…
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 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…
The New Arsenal: How Modern Defense Is Being Rebuilt
The Battlefield Is Changing The nature of warfare is evolving. For much of the last century, military strength was defined…
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…
CRWV Reports Tonight. 15% Move Priced In.
August 11, 2026 CoreWeave Reports Tonight Five post-earnings selloffs. Tonight is the test. Sponsored First a note from The Oxford…
TEAM’s 13% Guide Is a Head Fake
August 10, 2026 TEAM’s 13% Guide Is a Head Fake Sponsored First a note from The Oxford Club Dear Reader,…
NVDA and NOK: The Gulf Capital Trade
August 9, 2026 NVDA and NOK: The Gulf Capital Trade Two sovereign deals announced in 72 hours just expanded Nvidia’s…
Trump Media Killed Its CRO Bet. The Real Story Is What’s Left.
August 8, 2026 Trump Media Killed Its CRO Bet. The Real Story Is What’s Left. A $6.42B CRO plan unraveled…
Rivian’s R2 Is Rolling. Q4 Is the Proof.
August 7, 2026 Rivian’s R2 Is Rolling. Q4 Is the Proof. The vehicle is real and demand is running ahead…