Apple Reports July 30. A Leadership Change Makes It Bigger.
Apple is reporting fiscal Q3 2026 earnings on July 30. Most quarters, that’s a big...
August 2026
Safe Assets Are Not What They Used to Be
T-bills still pay. Long Treasuries are bleeding. The $7.93 trillion parked in money markets is sitting on a reinvestment clock…
The Feedback Loop Bonds Cannot Escape
BofA's Hartnett says the debt-service spiral is the real threat, not the round number.
The July Flush Was a Fund, Not a Fact
The most dangerous misread in the memory chip market right now is treating July as...
The Pause Is Not the Deal
Three days, $880 billion in bilateral trade, and a 96-year-old legal weapon nobody has ever fired. Here is what the…
The SEC’s Crypto Proposal Just Dropped. Sept. 15 Is Next.
The Securities and Exchange Commission dropped Regulation Crypto Assets on August 18 without an open...
Two Surging Stocks Built to Compound
CACI and Gartner are surging for different reasons. Both have durable compounding math.
Five Dividend Fortresses for an Uncertain Market
August 19, 2026 Five Dividend Fortresses for an Uncertain Market Featured: Five Dividend Fortresses for an...
Dead Airlines Are the New Training Sets
Google’s $10 million Spirit buy is a preview of how AI labs may feed themselves when clean data runs out.
Four Memory Stocks at the Center of AI’s Biggest Bottleneck
HBM is sold out. DRAM is tightening. These four companies are not equally priced for what comes next.