“Mar-a-Lago Accord” Targets Your Dollar
September 6, 2026 Bonus Content: Drug Pricing Rules Now Cover 90% of the Market. Are Cheap Pharma Stocks Actually a…
Russell 2000 Gained as September Hike Odds Jumped. The Level That Matters
Small caps closed at 2,975.65 while the S&P 500, Dow, and Nasdaq fell, and 3,000 now decides whether this small-cap run holds.
Zara’s Owner Has Never Really Been Cheap. Wednesday Will Tell You How Much to Care.
September 6, 2026 Zara’s Owner Has Never Really Been Cheap. Inditex reports first-half numbers on September 9 with a 61.2%…
Treasury Doubles Long-Bond Buybacks Wednesday. Bond Desks Think They Know Why.
With the 10-year at 4.78% after Friday’s payroll shock, investors are asking whether Scott Bessent is supporting liquidity or quietly drawing a line in the yield curve.
Time’s Almost Up
September 6, 2026 Bonus Content: Goldman Says Buy Five Beaten-Down Stocks. Which Are? A note from our friends at Profits…
Tesla’s Six-Year Supply Agreement Is Already Signed
September 5, 2026 Bonus Content: Tyson Cut Its Profit Forecast Twice in a Month. Is the Stock Finally Cheap? A…
Homebuilders Face a Rate Wall Before the Fed Decides
Construction spending at a three-year low, mortgage rates at a 2026 high, and BLDR getting kicked out of the S&P 500: the short case is building itself.
Beef Is Expensive and the Shopper Is Tired.
September 5, 2026 Is a Kroger growing identical sales 1-2% cheap? It depends on what private label does to margin….
Boeing’s Engineers Return to the Table Monday With a Strike Authorized
About 17,000 SPEEA workers could sway the 737-10 and 777-9 certification path.
Alex Green Called Nvidia at 11 Cents and Apple at 20 Cents. Here Is His Next Major Positioning Call.
September 4, 2026 Bonus Content: Bessent Just Said Oil Goes to $40. What It Means for Bonds. A note from…