Kroger’s Q2 Results Could Tell You Who Pays for Beef Inflation
With Tyson warning of a $625 million to $775 million beef loss and the August CPI due the same morning, Kroger’s Sept. 11 report is a key grocery read.
Macroeconomic Strategist just took a position in a sub-$5 small-cap
September 5, 2026 Bonus Content: Chewy Reports Tuesday With 27% Already Gone. The 10% Move Is Just the Beginning. A…
Palantir Fell 5.8% in a Day and Got It All Back the Next
September 4, 2026 The 48-hour round trip after Google’s Fairwind launch showed how little a single-session scare often means for…
Citadel Is Buying Oil Wells. Here Is What the Price Tag Reveals.
Ken Griffin spent years trading energy on paper. Now Citadel wants the barrels themselves, and the reason tells investors something urgent about American oil.
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…