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.
180% gain on this SpaceX stock
A note from our friends at Traders Agency(ad) On March 20, Ross Givens recommended a...
Kioxia, SoftBank and Advantest Paid the Price US Chip Stocks Skipped
Asia absorbed the election shock first. What the open means for US semis.
Coinbase and Circle Are Down 20% and 36%. How Much Is Warren’s Fault?
With Democrats confirmed to control the Senate, the debate is what part of COIN and CRCL ever depended on the…
Perfect conditions for another financial chain reaction?
A note from our friends at Weiss Ratings(ad) Dear Reader, Based on my 55 years...
DRAM Has Doubled. Is Micron the Buy, or the Warning Sign?
Memory is now rationed by contract, Korean producers plan steep PC output cuts, and Micron's financials look extraordinary. That combination…
Exposed: The Millionaire Lifestyle You Could Have (Without Millions)
November 3, 2026 Bonus Content: Duolingo Reports Tonight. What Does $132 Require? A note from...