Brent at $100 Means Two Separate Trades, and Only One Is Worth Owning Now
Houthi strikes in Saudi Arabia changed the target set. Here is how to position across the energy complex before de-escalation headlines reverse everything.
Are Your Trades Missing This Formula?
September 9, 2026 Bonus Content: Nvidia’s Server Assemblers Are Funding the AI Build A note from our friends at Profits…
Tesla Dropped 6% on Its Biggest Launch in Years.
September 8, 2026 The Cybercab is live in Austin with 45 vehicles, Tesla had the catalyst, the crowd, and the…
WaFd Shareholders Will Own Less of EverBank Than You Think
EverBank backers get majority control, and the 29% earnings boost hinges on synergies.
Korea and Taiwan Are Building AI Hardware. Who Keeps the Profits?
Goldman sees 26% upside in Asia ex-Japan, but can Samsung and SK hynix hold their edge when the building cycle slows?
Musk’s Next $4 Trillion Takeover Target – It’s Stranger than you Think
September 8, 2026 Bonus Content: IonQ Goes Live at the NYSE at 12:30. One Number Could Move Everything. A note…
ZIM Has a 30-Day Deadline. That Changes Everything for Options Buyers.
September 8, 2026 ZIM Has a 30-Day Deadline. Israel handed Hapag-Lloyd and FIMI a clock Markets had been treating the…
British Gilts at 28-Year Highs. Collecting or Caught?
A near-6% yield on 30-year gilts looks tempting in the U.S., but the October 28 Budget and sticky inflation complicate the trade.
Steel Wins, Industrials Bleed: Ottawa’s Tariff Escalation
Canada’s tiered counter-tariffs on C$27.6B of U.S. goods go live Sept. 8. Here is where the money moves.
Gold Shock coming September 30th
September 7, 2026 Bonus Content: Descartes Reports Thursday. Canada’s Tariffs Hit Monday. Guidance Moves This Stock. A note from our…