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.
September 2026
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…
Small Stocks Set to Rip off Elon’s “Supercurrency”…?
September 4, 2026 Bonus Content: Guidewire Beat Estimates Again. Then the Stock Dropped 20%. A note from our friends at…
Bitcoin Closed Above $81,000 and Robinhood Finished Up 17%. Why Both Moves Matter.
Waller’s hold signal erased a week of hike fears in one session, and the winners show where money went.
Five Below Is Winning the Trade-Down Trade
September 4, 2026 Five Below beat estimates and raised its full-year outlook. Lululemon slid hard. Here is what the numbers…