One Jobs Number Will Reset Rates and the Dollar by Noon
With the 2-year at 4.46% and December hike odds near 69%, October payrolls carry more weight than any report in…
Buy Nvidia? See this AI Forecast…
November 6, 2026 Bonus Content: Gold Dropped to $4,044 With Stocks and Bitcoin. Here Is...
Nintendo Made More Money by Selling Less Stuff
November 5, 2026 Software margins and a one-time U.S. tariff refund are doing the work...
SMCI’s Cheap P/E Hides a Bigger Problem
Supermicro’s stock looks cheap until one buyer drives 44% of revenue and 49% of receivables.
AI CEO Issues Code Red: Prepare for Meltdown
November 5, 2026 Bonus Content: Celsius Reports Q3 Today. This Has Nothing to Do With...
Toyota Keeps Being Right About Hybrids. The Stock Doesn’t Care.
With 9.7 million vehicles targeted and hybrids at 15.9%, the market still prices Toyota like a commodity automaker.
They promised 9 million ounces… they delivered 3 million
November 5, 2026 Bonus Content: Copper’s Inventory Signal Is Echoing Gold’s Message A note from...
AMD Has $11.5 Billion of Inventory Riding on 2027
Data Center revenue rose 97% in Q3. The test is whether $17B of Q4 guidance turns stock into cash.
Okta Enters the S&P 500 Today
November 4, 2026 Precious metals investors should pay attention This morning, Okta (NASDAQ: OKTA) joined...
What’s Elon building now?
November 4, 2026 Bonus Content: Gold Jumps 2.5% as the Dollar Hits a One-Month Low...