AbbVie Reports Q2 Today. The Post-Humira Story Is Winning.
Skyrizi and Rinvoq have already replaced Humira. The $10.9B Apogee deal adds the next chapter.
July 2026
Write This Down: A.R.M.
July 31, 2026 Three Open Files the Market Closed Early Featured: Three Open Files the Market Closed Early Sponsored Below is…
The Bond Market Just Voted No Confidence
July 31, 2026 The Bond Market Just Voted No Confidence Words without action pushed the 30-year to a 2007-era high….
Three Dissenters Just Changed Everything
The Fed held rates steady, but the 9-3 vote was the most hawkish FOMC split since 2016. September is now live.
A note about Bryan’s “Presidio Initiative” research
July 30, 2026 Apple Beat Earnings. Stock Fell. Featured: Apple Beat Earnings. Stock Fell. Sponsored Dear Reader, When Bryan Bottarelli first…
Oil Is Back at $90. The $100 Question Is Real.
Iran just shattered the ceasefire lull. Here is which sectors win, which bleed, and what traders need to watch over the next five sessions.
SpaceX S-1 Filing Reveals Elon’s Hidden AI Master Plan
July 30, 2026 SoFi Is Improving. The Stock Still Doubts It. Featured: SoFi Is Improving. The Stock Still Doubts It. Sponsored…
Microsoft’s $41B AI Bet Just Passed Its Biggest Test
July 30, 2026 Microsoft’s $41B AI Bet Just Passed Its Biggest Test The stock is down 22% from its high….
Caterpillar Is Up 100% in a Year. August 4 Is the Test.
A data center downgrade just hit CAT. The Q2 numbers decide if the AI thesis holds.
Wall Street Legend: “Stop Trying to Pick AI Stocks”
July 29, 2026 Qualcomm Beat Revenue. Still Discounted Featured: Qualcomm Beat Revenue. Still Discounted Sponsored Wall Street Legend: “Stop Trying to…