Record Q2 sales, a Trane partnership, and a 307 GW data center backlog that compounds quietly.
Sector Payoff Table: How to Position for Nov. 3
With House control priced as a likely Democratic flip, the Senate coin-flip is the variable that changes the capital allocation…
Your T-Bill Ladder Has a New Ally
Bessent’s Treasury twist and the GENIUS Act are reshaping the short end. Here is what cash holders should know.
COIN Has a Sept. 15 Date With Congress
The CLARITY Act cloture vote is the one midterm event that could actually move Coinbase's earnings line, not just its…
The September Countdown Is Already Priced Wrong
Freeport restarts this week, EU storage is still below normal, and the Russian LNG cutoff clock is running. The TTF-to-Henry-Hub…
Five Numbers That Tell You the Basis Trade Is Cracking
A trader's watchlist for the plumbing stress signals that matter most when $4 trillion in hedge fund Treasury leverage meets…
Kohl’s Wednesday Report Is a Balance-Sheet Test
After Walmart’s comp-driven selloff, mid-tier retail’s tolerance for declining revenue has narrowed sharply.
Crypto, Chips, and Off-Price Retail
Three of this week's biggest moves share one thread: the market is still deciding what each story is actually worth.
The Primary Market Machine Is Running at Full Speed
A record-pace bond issuance cycle and a transformed IPO access model are rewriting what retail investors can actually do in…
Netflix Is Down 41%. Ackman Bought Anyway.
A $4.7 billion buyback, a $3 billion ad business, and Ackman re-entering after a multiple reset.