Two Days This Week Will Set December Rate Hike Odds
Wednesday’s CPI and Warsh’s IMF appearance come before the Oct. 27-28 Fed meeting.
A Dormant Copper Mine Reawakens
A note from our friends at Resource Stock Digest(ad) At a time when copper demand...
Micron’s Next Quarter: $61B at 6x Forward Earnings
HBM is largely sold out for 2027. Guidance beats. The stock sits 15% off its 52-week high.
Amazon Reports Oct. 29. AWS Is the Only Number That Matters.
AWS hit an 18-quarter growth high in Q2. Investors want 43-45% for Q3, well above the 38% consensus.
The best part of trading starts at 9:30am EST
A note from our friends at Base Camp Trading(ad) Hi Friend, Just wanted to let...
PepsiCo Reports Today at a 16x Multiple
The stock is down about 10% in 2026. North America is the focus.
Freddie Mac’s New Survey Confirms Mortgages Are 7.28%
The 10-year Treasury’s surge to a 2002 high has landed on homebuyers, and the transmission is still accelerating.
The context behind Cohn’s comment
October 7, 2026 Bonus Content: At JFK, Warehouse Rents Just Broke $30. There Is Nowhere...
Ciena’s $8.5 Billion Backlog Makes the 150% Run Look Earned
Three straight sessions of gains, record results, and AI-driven demand that competitors cannot fully replicate, but the valuation demands respect.
I Almost Didn’t Send This Email…
October 7, 2026 Bonus Content: Nebius Jumped 9% on an AI Deal. Its COO Sold...