September 3, 2026 ETF flows flipped on day one of September. The $77,000 floor is all that matters now. Bitcoin…
North America Holds 40% of This Market. Here Is the Domestic Supplier Worth Watching.
September 2, 2026 Bonus Content: Gold Has Lost Its 2026 Gain. A September Rate Hike Is Why. A note from…
A 66% Chance of a Rate Hike Should Change What You Own
ISM was fine at 54.6, but Prices Paid stayed at 71.1 and Governor Barr’s warning means cyclicals face a different…
Why the Richest Man Alive Lives in a $50,000 Shack
September 3, 2026 Bonus Content: The Fed’s Beige Book Drops at 2pm ET Today A note from our friends at…
One Firm Just Put $705 Million Into a Small-Cap Nobody’s Covering
September 2, 2026 Bonus Content: Agentforce Is Real. CRM’s Stock Price Hasn’t Caught Up. A note from our friends at…
The stock chart looked awful. Until you shine this light.
September 2, 2026 Bonus Content: The Fuel Bill Is Now a Portfolio Problem A note from our friends at Weiss…
Salesforce’s Valuation Gap Is the Opportunity
Agentforce logged 3.2 billion Agentic Work Units in one quarter. The stock still prices in deep skepticism.
Lockheed and General Dynamics New Missile Deal
September 2, 2026 The Aug. 31 framework deals for PAC-3 MSE and THAAD parts are quietly assembling a defense revenue…
The biggest move of 2026?
September 1, 2026 The biggest m of 2026? Bonus Content: Dell’s $95 Billion Backlog Is the Real Story A note…
Oil Jumped 5% and Chevron Hit a New High. Stay Long Without a Ceasefire Hit
Brent near $95 and XOP at a 52-week high look great until a single ceasefire headline yanks the rug.