Rising rates have stopped the housing market from clearing. The more important question is which housing-linked holdings are already priced…
137 Nations Are Bypassing the U.S. Dollar
September 11, 2026 Bonus Content: Adobe’s AI Numbers Were Exceptional. The Q4 Midpoint Was Not. A note from our friends…
Copart’s $1.9B ACV Deal: What It Buys
September 11, 2026 Q4 revenue rose 2.4% and Copart struck a $1.9B all-cash deal for ACV. The key question is…
Chaikin: Buy this company by Sept. 29
September 10, 2026 Bonus Content: Apple’s New Price List Runs to $2,499. The Memory Bill Tells You Why. A note…
Adobe’s New CEO Inherits a 150% AI Growth Engine at a 65% Discount to Peak
Five straight beats and a raised year haven’t moved the stock. What Anil Chakravarthy does next with the freemium bet…
Elon’s S-1 Master Plan Could Rewrite the Rules of AI
September 10, 2026 Bonus Content: Qualcomm Is Up 13% in Two Days. The Handset Problem Hasn’t Gone Away. A note…
TSMC’s August Revenue Hit a Record. AI Demand Isn’t Slowing.
August revenue of about $16.3 billion, up 53.3% year on year and 10.1% from July, is a clear monthly signal…
Fox’s $22 Billion Roku Deal Now Faces a Longer Timeline
September 10, 2026 A DOJ second request makes the closing timeline open-ended, and Roku’s discount to the offer price matters…
This May Still Be an Early Copper Window
September 9, 2026 Bonus Content: Oracle’s $638B Backlog Hinges on Its Build Timeline A note from our friends at i2i…
Silver Hit $67. Now Comes the Harder Question.
After a 63% gain in a year, investors face a real choice: own the metal, buy the miners, or take…