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UK Gilts Near 6%: The Bond Market Is Writing the Budget bb13bb53-877e-4522-ac2a-f8f8ba2bd104
  • Economy

UK Gilts Near 6%: The Bond Market Is Writing the Budget

Editor September 8, 2026
30-year gilt yields at a 28-year high have already consumed roughly half of Healey's fiscal room, and...
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Macy’s and RH Report Thursday Into a Sector on Edge 7f49f1d1-00c6-44e4-9c3f-78920a93aa31
  • Newsletters

Macy’s and RH Report Thursday Into a Sector on Edge

Editor September 7, 2026
September 7, 2026 Here is what options are pricing for M and RH Consumer discretionary is among...
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If Congress Bans Chinese Cars, GM Looks Like the Better Bet Over Ford 0169d5bf-c464-40b6-b412-f37f662952dd
  • Market News

If Congress Bans Chinese Cars, GM Looks Like the Better Bet Over Ford

Editor September 7, 2026
Detroit’s push for a closed market raises a question: GM or Ford?
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SpaceX signed a contract with WHO?? e55453e8-f429-4e08-bbf7-36a8270f47f3
  • Newsletters

SpaceX signed a contract with WHO??

Editor September 7, 2026
September 7, 2026 SpaceX signed a contract with who? Bonus Content: SailPoint Reports Wednesday Into a Market...
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This is how traders get crushed 73d8491b-6caf-47af-9729-ee52ebe53096
  • Newsletters

This is how traders get crushed

Editor September 7, 2026
September 7, 2026 Bonus Content: Signet Faces Its Hardest Earnings Day in Years This Wednesday A note...
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Palantir’s Revenue Nearly Doubled. Now the Price Has to Catch Up. f1fa0a1c-a02a-40a4-995a-837e5f05cb98
  • Market News

Palantir’s Revenue Nearly Doubled. Now the Price Has to Catch Up.

Editor September 7, 2026
A 93% revenue surge and a PwC deal cement Palantir’s commercial AI position, but a forward multiple...
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Casey’s Faces a Record-Price Fuel Quarter 713c8f4d-4e2f-49f8-85dd-8556225b0ee6
  • Newsletters

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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Jabil Reports Sept. 24. Three Hyperscalers and $13.6B in AI Revenue Say Listen Closely. d41fa2e6-1d00-41cb-99ce-3ae04389cb8d
  • Economy

Jabil Reports Sept. 24. Three Hyperscalers and $13.6B in AI Revenue Say Listen Closely.

Editor September 6, 2026
Fiscal Q4 earnings are expected Sept. 24, and Jabil has raised its FY2026 AI revenue outlook to...
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I Almost Didn’t Send This Email… 1dc49891-b2d7-45ec-ab02-4ae046f4d97f
  • Newsletters

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 3c4cfdd2-aa4a-4ad9-bc3f-79f9a8388f78
  • Newsletters

$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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