162,000 Jobs Just Reopened the Fed’s Comfort Zone
August’s sector detail is where the real rate-hike argument lives.
SpaceX S-1’s most overlooked position
September 4, 2026 Bonus Content: NetApp Reports Tonight. Dell Already Told You What to Expect. A note from our friends…
Tesla Launches the Cybercab Today. What Options Price In.
September 3, 2026 Tesla Launches the Cybercab Yesterday. What Options Price In. With TSLA near $356 and Morgan Stanley warning…
Payrolls Land. Now the Fed’s Internal Fight Becomes Your Trade.
A split FOMC, a 10-year yield at 4.78%, and average hourly earnings are the only numbers that matter before the open.
Nvidia Paid 86x Revenue for Hugging Face. The Price Is the Point.
Portfolio managers who own NVDA need to decide if Jensen Huang just secured a software moat or handed rivals their best antitrust argument yet.
This 30-Minute Window Reveals a Lot
September 3, 2026 Bonus Content: Lululemon Reports Tonight. A New CEO Arrives in Five Days. A note from our friends…
Which Asian Markets Are Actually Vulnerable Right Now
HSBC’s 1997 comparison is legitimate, but the fault lines have moved: Korea’s chip cycle and India’s oil bill are the real pressure points, not currency crises.
A Missile Restock Worth Years of Revenue Is Being Ignored
The Aug. 31 framework deals for PAC-3 MSE and THAAD parts are quietly assembling a defense revenue stack for years.
Masterclass invite: James Altucher on the Musk venture institutions are tracking
September 2, 2026 Bonus Content: NetApp Reports Tonight. Dell Already Told You What to Expect. A note from our friends…
Strategy Bought Bitcoin at $80,318. BTC Trades Below It.
September 1, 2026 Strategy’s resumed bitcoin buying above spot turns MSTR into a leveraged recovery bet, and defined-risk options may…