The Bond Market Has Already Voted on AVGO. Sept. 2 Is the Recount.
Equity holders have nine days to demand answers on guarantees, leases, and backstops that credit markets are already pricing as…
The Buyback That Blinked
August 24, 2026 Bessent’s buyback boost faded fast. The 30-year is back near 5.3%. Warsh...
MP Materials Has a Price Floor. Is It a Business?
China’s rare-earth export-control suspension ends Nov. 10, 2026. The real question is whether Washington’s $110/kg floor is durable policy or…
Millionaire Warns ‘Get Out While There’s Still Time’
August 24, 2026 The $40T Signal Gold Is Reading Correctly Featured: The $40T Signal Gold Is...
Sentiment at 51, Spending Still Standing. Pick Your Side.
Two consumer data points this week tell opposite stories. The PCE on Friday decides which one the market believes.
IAMGOLD’s Reversal
August 24, 2026 IAMGOLD’s $1B Reversal Côté hit nameplate, net debt flipped to net cash,...
IBTA’s 48% Surge Deserved a Closer Look
Ibotta returned to growth a quarter early. The bear case is still alive inside the numbers.
Broadcom’s $100B Moment Is 11 Weeks Away
TITLE: Broadcom’s $100B Moment Is 11 Weeks Away SUBTITLE: The custom silicon king reports September...
Netflix Is Down 41%. Ackman Bought Anyway.
Here is the situation: the same week Bill Ackman disclosed a new 3.15 million-share stake...
Crypto Equities Just Had Their Best Week in Years
Bitcoin crossed $77,000 last Friday. That alone would have been news. What made this week...