Dr. Mark Skousen says the same setup is here once again.
November 2, 2026 Bonus Content: Xpeng Crossed 50,000 Monthly Deliveries. Now Comes the Hard Part....
November 2, 2026 Bonus Content: Xpeng Crossed 50,000 Monthly Deliveries. Now Comes the Hard Part....
Healthcare is absorbing capital leaving AI software, and Vertex reports tonight with Journavx, a kidney-drug FDA date, and ALYFTREK's expansion…
A $150 billion valuation cut in six weeks is turning one private fundraise into a referendum on every AI multiple…
November 1, 2026 Bonus Content: Walmart’s Holiday Moment Arrives as Forecasters Split A note from...
The Fed's hawks have stopped fighting over December and started fighting over the terminal rate. That shift is what portfolio…
Biotech and healthcare led the week while software slid. Was it real rotation or just timing?
October 31, 2026 Bonus Content: Qualcomm’s Cars Are Carrying the Company as Apple Walks Out...
A limpet-mine hit in Hormuz and a U.S. warning about post-election strikes give oil traders a hard deadline.
With Brent at $116 and war-risk insurance surging, energy managers are modeling what earnings look like if Hormuz normalizes.
The Q3 call delivered progress on 18A-P and packaging. The market is focused somewhere else.