Microsoft Put a Dollar Figure on Azure. Now the Cloud Race Looks Different.
At $29.4bn a quarter, Azure is bigger than many modeled, and still smaller than AWS. That gap is the new argument.
What If the Best Time to Look at Gold Is: RIGHT After It DROPS 11%?
September 2, 2026 Bonus Content: A 66% Chance of a Rate Hike Should Change What You Own A note from…
Gold Has Lost Its 2026 Gain. A September Rate Hike Is Why.
With hike odds near 70% and real yields rising, the levels that matter for GLD, GDX, and silver.
Congress Cleared the Shutdown. Dec. 11 Is the New Risk.
The 370-48 House vote removes the Sept. 30 cliff, keeps the data calendar intact, and hands traders a fresh deadline to watch.
The billionaire Wall Street loves to hate
September 1, 2026 Bonus Content: JPMorgan Just Blinked. Goldman Is Holding the Other Side. A note from our friends at…
Dell’s $95 Billion AI Backlog Is Real. Margins Matter.
Record orders and a $25 billion guidance raise are only half the story. What those server sales earn will decide whether the stock deserves its valuation.
Chicago PMI Fell Off a Cliff. Today’s ISM Will Show If It Spread.
Chicago’s barometer fell 10.5 points to 47.1 as markets look for an ISM of 55.2, and the Fed decides rates in 15 days.
Former CIA analyst just bought 10,000 shares
August 31, 2026 Bonus Content: The DTC Price Squeeze Is Real. Who Survives. A note from our friends at The…
Intuit Is Down About 45% and Just Grew Revenue 14%
INTU’s fiscal 2027 outlook spooked investors last week. The business looks sturdier than the chart. But the AI threat is the only question that matters now.
The $812 Monthly Payment Is Telling You Something
August auto forecasts show an affordability squeeze far beyond the showroom floor.