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July 31, 2026

  • Headlines

AbbVie Reports Q2 Today. The Post-Humira Story Is Winning.

The Cheap InvestorJuly 31, 20260

Skyrizi and Rinvoq have already replaced Humira. The $10.9B Apogee deal adds the next chapter.

  • Newsletters

Write This Down: A.R.M.

The Cheap InvestorJuly 31, 20260

July 31, 2026 Three Open Files the Market Closed Early Featured: Three Open Files the Market Closed Early Sponsored Below is…

  • Newsletters

The Bond Market Just Voted No Confidence

The Cheap InvestorJuly 31, 20260

July 31, 2026 The Bond Market Just Voted No Confidence Words without action pushed the 30-year to a 2007-era high….

  • TCI Exclusives

Three Dissenters Just Changed Everything

The Cheap InvestorJuly 31, 20260

The Fed held rates steady, but the 9-3 vote was the most hawkish FOMC split since 2016. September is now live.

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Latest Posts

  • AbbVie Reports Q2 Today. The Post-Humira Story Is Winning.
  • Write This Down: A.R.M.
  • The Bond Market Just Voted No Confidence
  • Three Dissenters Just Changed Everything
  • A note about Bryan’s “Presidio Initiative” research

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