September 13, 2026 Bonus Content: An Activist Is Trying to Fire Ethan Allen’s 82-Year-Old CEO The furniture business is brutal…
Month: September 2026
Everyone’s Buying AI Chips. Almost Nobody Owns the Outlet.
September 13, 2026 Bonus Content: Micron Is Guiding to $50 Billion in a Single Quarter. The Stock Is 24% Off…
Consumer Stocks Face a Two-Act Wednesday
August retail sales hit at 8:30 a.m. on Sept. 16, hours before the Fed decides on rates, and each number…
Bloom Energy Joins the S&P 500 in 8 Days. The Real Test Starts After That.
September 13, 2026 Bloom Energy Joins the S&P 500 in 8 Days Bloom’s AI power bet is working On September…
Let me show you a daily tactic I’ve used for 2 years running
A note from our friends at Media Pub(ad) Most traders have never noticed the weird market anomaly that happens at…
Google Found Its Nuclear Power. NuScale Still Can’t Find a Customer.
A 22-year Finnish reactor deal and a brutal UBS downgrade define the two sides of the nuclear trade investors must…
Chipotle’s Cyclospora Cloud Is Gone. Its Beef Bill Isn’t.
September 12, 2026 The CDC ended the Taylor Farms lettuce outbreak Friday, lifting CMG sentiment Restaurant stocks caught a bid…
Robotics stocks are at an inflection point
September 12, 2026 Bonus Content: Alcoa’s Order Book Is Sold Out. The Debt Bill Is the Question. A note from…
Elon just did the impossible
September 12, 2026 Bonus Content: Marathon Petroleum Just Earned $17.73 a Share. The Market Has Not Caught Up. A note…
Marathon Petroleum Just Earned $17.73 a Share. The Market Has Not Caught Up.
A doubling in refining margins, $8.5 billion in quarterly EBITDA, and a UBS target of $450 make MPC the most…