Forget Nvidia, Tesla, AMD – This Is Bigger
A note from our friends at MarketWise(ad) Editor’s Note: Please see the following message from Luke Lango, a former venture…
Pending Home Sales Fell 8.5%. Housing Hits a No-Brakes Market.
NAR’s September existing-home sales hit at 10am with cash bonds shut and the 30-year at 7.40%.
United Airlines Took a $6 Billion Fuel Hit. It Still Beat.
Premium demand is doing what most carriers called impossible. October 20 is the test.
China’s Export Surge Is Powered by Chips. Wednesday Shows If It Held.
September trade data lands overnight with CPI, as the truce ticks to Jan. 10.
Here’s Why Trump Won’t End The Iran War
A note from our friends at Banyan Hill Publishing(ad) Dear Reader, They declared a ceasefire! Until they didn’t. Then Trump…
The Contractor Deadline That Makes PQC a 2026 Trade
A FAR proposed rule is due Dec. 19, 2026, and the clock is already running.
The IMF Says 3% Global Growth Depends on Where You Sit in the AI Supply Chain
War economies are being downgraded. Countries wired into AI hardware are outperforming. Your international allocation needs to reflect both.
Finally… options made simple
A note from our friends at Tradewins(ad) Ian Cooper here, For the longest time… I thought successful options trading required:…
Humana’s Star Rating Comeback Is Real. Here’s What It’s Worth.
Contract H5216 is back above four stars. What 2028 earnings math misses.
Starbucks Is Eyeing Chipotle. Its Own Shareholders Should Ask Why.
Niccol’s turnaround isn’t finished, yet Starbucks is exploring a record deal.