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…
Last Chance: Made in America and built to power it
August 27, 2026 Bonus Content: WDAY Reports Tonight. Silver Lake Clock Is Running. Sponsored America is sitting on one of…
“The Prophet’s” next call…
August 27, 2026 Bonus Content: UP-NS Decision Pushed to H2 2027 Sponsored Editor’s Note: When the 2008 financial crisis hit,…