Energy Is the Only Sector Going Up Today
Oil just surged on the Hormuz blockade. Here is where the real trade lives now.
2026
Did Elon Musk Just Open America’s Last Retirement Window?
July 15, 2026 Did Elon Musk Just Open America’s Last Retirement Window? Sponsored Editor’s Note: Jeff Brown and Marc Chaikin,…
Apple Reports July 30. Cook’s Last Call.
July 15, 2026 Apple Reports July 30. Cook’s Last Call. The business is in strong shape. The transition is what…
META Is Up 22% in 10 Days. The Real Test Is July 29.
A new cloud business, a custom AI chip, and $145B in capex walk into an earnings report.
Constellation Energy Is Down About 38% From Its High. Nuclear Just Became the AI Trade.
Q1 revenue beat estimates by about 24%. The selloff may be the opening.
Novo Nordisk: Quality at a Discount
July 14, 2026 Novo Nordisk: Quality at a Discount The market has punished a franchise that is still growing. Hey…
Wall Street Just Gave Mode’s Thesis a Boost
July 14, 2026 Meta Is Building Its Own Chips. Q2 Earnings Land July 29. Sponsored A message from Mode Mobile…
The $85B Company Nobody Wants
July 13, 2026 The $85B Company Nobody Wants Comcast’s valuation has collapsed. The business hasn’t. Here’s a question worth sitting…
The 7-point checklist that saves bad trades
July 13, 2026 The Ocean Floor Has America’s Battery Problem Solved Featured: The Ocean Floor Has America’s Battery Problem Solved Sponsored…
Spotted: Elon Crates at a U.S. Air Force Base
July 13, 2026 BABA Is Down 40% From Its Peak Featured: BABA Is Down 40% From Its Peak Sponsored Dear Reader,…