When yields swing and portfolios reposition, Tradeweb collects a fee on every trade, and August’s data shows how durable that…
Year: 2026
$2 Gold Stock With Major Discovery
September 8, 2026 Bonus Content: Rocket Lab’s Strongest Argument Just Got a New Challenger A note from our friends at…
Have you noticed this weird daily anomaly?
September 8, 2026 Bonus Content: GE Vernova Is 22% Below Its High. A $176 Billion Backlog Says the Drop Is…
GitLab Beat Estimates by 33%. The Street Still Says Hold.
September 8, 2026 A 21% revenue jump and 117% net retention look strong. The question is why Wall Street still…
Caterpillar Made History Last Quarter. The Stock Is Down 25% Since.
A record $72 billion backlog, the first $20B quarter ever, and data-center power demand into 2028 make CAT's pullback look…
Are People Looking at the Wrong AI Trade?
September 8, 2026 Bonus Content: Caterpillar Made History Last Quarter. The Stock Is Down 25% Since. A note from our…
War Premium Jet Fuel
September 7, 2026 Navan Reports Wednesday 40% revenue growth and positive free cash flow look compelling until you factor in…
Gold Near $4,500 Is Reading the Bond Market. This Week Tells Us If It’s Right.
Three Treasury auctions and a doubling of long-end buybacks converge in four days, making foreign demand the only number that…
Another Eerie Trump Prophecy is Coming True
September 7, 2026 Bonus Content: Palantir’s Revenue Nearly Doubled. Now the Price Has to Catch Up. A note from our…
UiPath Beat Estimates. The Stock Fell 16%. Sept. 22 Is Next.
September 7, 2026 A Q2 revenue beat and fourth straight quarter of GAAP profit were not enough. An Investor Day…