AI stocks lost $153 billion EACH HOUR… what’s next?
November 8, 2026 Bonus Content: Sea Limited Has Been Cut in Half. Its $148 Average...
Nu Holdings’ Loan Book Is What Thursday’s Report Is Really About
With MELI punished 12% for margin compression last week, Nu's credit quality numbers will decide whether LatAm growth stocks can…
The VIX Jumped 70% in 48 Hours. Read It Right.
Post-election volatility ran from 16.61 to 28.18. Here is what that range tells active traders about where risk actually sits.
Brent Can’t Stay Down. It Can’t Stay Above $100 Either.
Oil is stuck between diplomacy and mine claims in Hormuz.
I’ve been waiting DECADES for this…
A note from our friends at The Oxford Club(ad) Editor’s Note: Over the past 20...
Prologis Has 5.8 GW Lined Up. The Warehouse Is Now the Grid.
PLD’s data center pivot is showing real numbers. Is the market pricing the right business?
59k or 100k? What the Payrolls Number Does to Rates
October jobs hit at 8:30 ET into a bond market that cut December hike odds to about 69%.
Big Oil had 50 years. They passed.
A note from our friends at Behind the Markets(ad) Dear Friend, In 1976, a Chevron...
ASML Is Down 8% Today. The Business Hasn’t Changed.
Democrats swept Congress, and traders just got a cheaper ASML.
Toyota Keeps Being Right About Hybrids. The Stock Doesn’t Care.
With 9.7 million vehicles targeted and hybrids at 15.9%, the market still prices Toyota like a commodity automaker.