WMT Beat the Quarter. The Stock Didn’t Care.
August 20, 2026 WMT Beat the Quarter. The Stock Didn’t Care. The comp miss, a one-time $2.9B refund, and a…
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U.S. Rival Just Raised the Stakes for This Quiet Company
August 20, 2026 The $65B Number Is About to Meet an Auditor Featured: The $65B Number Is About to Meet an…
The Market Is Pricing NVDA Like a Lender
August 19, 2026 The Market Is Pricing NVDA Like a Lender A quality business, a new fear, and a valuation…
Nvidia says without this radical device AI can’t scale
August 19, 2026 The Pause Is Not the Deal Featured: The Pause Is Not the Deal Sponsored Hi, Take a look…
The Hidden Deal Behind The Iran War
August 18, 2026 Two Miners to Own. One to Avoid. Featured: Two Miners to Own. One to Avoid. Sponsored Dear Reader,…
BIDU: What the Options Already Knew
August 18, 2026 BIDU: What the Options Already Knew Volatility was elevated well before Tuesday’s print. The signal was worth…
7 presidents. One date on the calendar.
August 18, 2026 HD Beat. The Real Money Is Still Frozen. Featured: HD Beat. The Real Money Is Still Frozen. Sponsored…
Bull market coming… or historic crash?
August 17, 2026 Nike Is Repeating Its Worst Mistake Featured: Nike Is Repeating Its Worst Mistake Sponsored Editor’s Note: What if…
BABA at 17x Earnings: Cheap or Broken?
August 17, 2026 BABA at 17x Earnings: Cheap or Broken? The market prices Alibaba like a company in permanent decline….
Trade this between 9:30 and 10:45 am EST
August 17, 2026 Goldman Warns on Spending. Where’s the Bargain? Featured: Goldman Warns on Spending. Where’s the Bargain? Sponsored Hi Friend,…