Delta Reports July 10. The Real Trade Is Already in the Numbers.
Cheap valuation, a fuel windfall, and peak premium travel season all converge at once.
General
Every Factory Being Built Right Now Needs to See
The reshoring wave just created a hidden toll booth nobody is watching.
Palantir Is Down ~38% From Its High. The Business Has Never Grown Faster.
Revenue up 85% year-over-year. Michael Burry’s short (via disclosed puts) is still the tension.
Micron Just Had the Best Quarter in Its History. The Stock Is Down.
Record earnings, sold-out supply, and a $25 billion capex ramp — yet the market is selling the news.
The Jobs Number Nobody Wants to Read Tomorrow
ADP missed. Vanguard's data is worse. The Fed has nowhere to go.
Private Credit Is Now $2 Trillion. The Cracks Are Starting to Show.
The fastest-growing corner of global finance is hitting its first real stress test.
The Strait of Hormuz Is Reopening. The Real Trade Hasn’t Started Yet.
Oil prices are falling. The second-order winners are still being ignored.
MercadoLibre Is Down ~40% From Its 52-Week High. The Business Has Never Been Faster.
Revenue just grew 49% – the fastest pace in almost four years. The stock has noticed, just not in the…
GE Vernova Is Up 127% in a Year. The Story Is Just Getting Started.
A $163 billion backlog, a new Microsoft power deal, and Q1 orders that already blew past all of 2025 —…
$1 Trillion in Interest. Equities Are Priced Like It Doesn’t Exist.
The U.S. is now spending more on debt service than on national defense. Markets haven't connected those dots.