GTCR Is Buying SPS Commerce. The Stock Still Hasn’t Priced It In.
A credible private equity bid and 17 times earnings can help underwrite your downside.
Central Banks Are Quietly Walking Away From the Dollar
September 14, 2026 Bonus Content: Gold Keeps Falling Into a Rate Hike. Real Yields Explain Why. A note from our…
Pharma Dividends Face Their Real Test on September 29
J&J, Pfizer, and Merck head into New York with 16 days before 232 pharma tariffs expand. Here is what income investors need to know.
395 Breached Orgs Show AI Attacks Are Here. Can CRWD, PANW, and ZS Sell the Fix?
The GreyNoise PaperCut campaign ends the threat debate. Can budgets move?
Elon’s “Supercurrency” Is Already Shaking up the Market… Here’s What’s Next
A note from our friends at Stocks to Trade(ad) In the wake of the biggest IPO in history, Elon Musk…
Brent Above $100 With Iran Talks Monday. Here Is How to Trade It.
Monday’s Oman meeting between Gulf and Iranian ministers puts every energy position on a hair trigger, and the IEA just made the demand side of the equation far worse.
Copper at $6.45 After the Record Drop. Here Is What Traders Watch Monday.
The White House still has no decision on refined copper tariffs, and that uncertainty is now the only price that matters.
Almost Gone
September 11, 2026 Bonus Content: Fortinet’s Firewall Crown Just Got an AI Engine A note from our friends at Profits…
Enbridge Is Spending $2.55 Billion on a Pipeline. Will the Dividend Survive?
The Pony Express deal grows Enbridge’s U.S. crude network, but income investors need to know how the company is paying for it.
Will Your Wealth Survive the MAR-A-LAGO RESET?
September 10, 2026 Bonus Content: Bessent Told Yen Shorts to Quit. How to Trade What’s Next. A note from our…