Prices at a 4-Year High, Activity Fading: What Warsh Decides Next
The Empire State prices paid index hit 63.1, the highest since July 2022, ahead of a Fed decision that markets see as a likely 2026 hike.
$2 gold exploration company
September 16, 2026 Bonus Content: Sysco Sold Stock at $81 to Fund a $29 Billion Deal. Is That Your Entry…
Michael Dell Just Paid 88% Over Market for This Company
September 16, 2026 The Baldwin buyout at $7.7 billion is a wake-up call. Several public peers may still look overlooked….
Manufacturing Data Flashes a Warning. Industrials Look Like the Wrong Place to Be Today.
Empire State’s 13-point drop, softer shipments, and hotter prices hit before the Fed decision. Japan’s July machinery-order slide adds pressure.
The biggest trading breakthrough I’ve ever come across
September 15, 2026 Bonus Content: Vicor’s Factory Is Full. Two New Ones Need a Year. A note from our friends…
Diesel at $6 Is Splitting Freight and Farm Budgets
Truckers with fuel-surcharge contracts can pass costs along. Farmers and construction operators cannot.
[ACT FAST by 9/17] 8,000x oversubscribed?
A note from our friends at Miso Robotics_DM(ad) Robotics stocks are having a pivotal moment. And one of those stocks…
European Bank Stocks Are Down Again. Cheap Enough to Buy?
September 15, 2026 The ECB hiked on Sept. 10 and banks are still bleeding Hey there, bargain hunter. European bank…
SoftBank Jumped 8% Today. Can SB Energy’s IPO Shrink the Discount?
The SB Energy listing could unlock value, but the holdco discount is tough.
Print this before your next trade
September 15, 2026 Bonus Content: Nvidia Is Down 3% as AI Leaders Talk Slowing Frontier Models A note from our…