COO’s 18% Plunge Embeds a Demand Problem That Doesn’t Exist
Inventory cleanup, not collapsing lens demand, drove the miss. Options are still pricing it wrong.
Have you noticed this weird daily anomaly?
September 11, 2026 Bonus Content: What American Eagle’s Tariff Windfall Says About Earnings A note...
What AeroVironment’s Record Quarter Says About Gold
September 11, 2026 A drone maker’s contract wins show how defense spending feeds deficits. AeroVironment...
Nikkei and Kospi Sink as Oil Above $108 Meets a BOJ Hike
Asia's worst session in weeks arrives six days before the BOJ is expected to lift rates to 1.25%, squeezing markets…
The AI Boom Is About to Hit a Wall
September 10, 2026 Bonus Content: Gold at $4,413 Has a Dollar Problem, and Tokyo Is...
Trade this between 9:30 and 10:45 am EST
September 10, 2026 Bonus Content: Silver at $67.68 Is Outrunning Gold. Here Is Why After...
Brent at $101 Won’t Fall Until After November. Here’s the Trade.
Trump just told the market that $100-plus oil has a two-month minimum runway. Energy, defense, and tanker names are where…
Gold and Silver Are Up Big This Year. Bitcoin Is Going the Other Way.
September 10, 2026 Falling bitcoin prices and ETF outflows are settling the debate about which...
Qualcomm Has Two Hyperscaler Customers. The Math Still Needs to Work.
AWS is a genuine win, but Qualcomm must scale from about $0.3B to $15B in data center revenue as handsets…
Copper Is Back in the Spotlight for a Reason
September 9, 2026 Bonus Content: Lowe’s Online Pro Portal Is Now Its Sharpest Weapon A...