Newsletters

Casey’s Faces a Record-Price Fuel Quarter

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Casey’s Faces a Record-Price Fuel Quarter

Editor September 6, 2026

September 6, 2026 Diesel just hit $5.85, and Tuesday’s report tests the fuel-margin model. Pump economics work...

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I Almost Didn’t Send This Email…

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I Almost Didn’t Send This Email…

Editor September 6, 2026

September 6, 2026 Bonus Content: BRZE and TTAN Report Into a Software Sector Being Marked Down A...

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$300B In 90 Days

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$300B In 90 Days

Editor September 6, 2026

September 6, 2026 Bonus Content: Equinix Bets on AI Inference. Its Options Market Barely Flinched. A note...

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Apple Drops 2.5% Before Its Sept. 9 Event

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Apple Drops 2.5% Before Its Sept. 9 Event

Editor September 5, 2026

September 5, 2026 Four days until Sept This is not an earnings week. There is no EPS...

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The Next Gilded Age Is Starting Now

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The Next Gilded Age Is Starting Now

Editor September 5, 2026

September 5, 2026 Bonus Content: GameStop’s $5B eBay Bet Is Driving Earnings. Tuesday Sets the Tone. A...

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The Next Nvidia May Be Taking Shape

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The Next Nvidia May Be Taking Shape

Editor September 5, 2026

September 4, 2026 Bonus Content: Snap’s Real Bet Isn’t the App. It’s the $2,195 Glasses. A note...

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Lululemon Fell 18% Overnight. What Options Missed.

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Lululemon Fell 18% Overnight. What Options Missed.

Editor September 4, 2026

September 4, 2026 Q3 EPS guidance of 93-98 cents vs. a $2.41 consensus Options markets going into...

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A New Digital Payment Layer Is Reshaping Currency Demand

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A New Digital Payment Layer Is Reshaping Currency Demand

Editor September 4, 2026

September 4, 2026 Bonus Content: Bitcoin Above $81,000 Made Downside Protection Pricier A note from our friends...

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Institutional money is pointing in one direction only

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Institutional money is pointing in one direction only

Editor September 4, 2026

September 4, 2026 Bonus Content: Tesla’s Cybercab Launch Happened. The Stock Says It All. A note from...

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$2 Gold Stock With Major Discovery

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$2 Gold Stock With Major Discovery

Editor September 3, 2026

September 3, 2026 $2 Gold Company with Major Discovery Bonus Content: Lululemon Reports Tonight at 11x Earnings....

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