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SoftBank’s ¥1 Trillion Bond: Whose Risk Is It?

Bull Bear Daily August 26, 2026
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The September Countdown Is Already Priced Wrong

Bull Bear Daily August 25, 2026
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Rise of the… Petroyuan?

Bull Bear Daily August 25, 2026
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The Real Recall Story Is One Tier Up

Bull Bear Daily August 25, 2026
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Alibaba’s $10.2B Bet: Dilution Now, Cloud Returns Later

Bull Bear Daily August 25, 2026
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  • SoftBank’s ¥1 Trillion Bond: Whose Risk Is It? 66759eea-f4eb-4dd2-95db-0b215a4b5da4
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    SoftBank’s ¥1 Trillion Bond: Whose Risk Is It?

    August 26, 2026
  • The September Countdown Is Already Priced Wrong 376c52c5-e79b-4a40-8cc6-28eda4fdb704
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    The September Countdown Is Already Priced Wrong

    August 25, 2026
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    Rise of the… Petroyuan?

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  • The Real Recall Story Is One Tier Up 19965350-025e-4864-90f7-b68ef39fbfe5
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    The Real Recall Story Is One Tier Up

    August 25, 2026
  • AI Infrastructure, Defense Tech, and the Magnificent Seven Reloaded – What Traders Need to Know Right Now 195aeaf8-9686-458b-abef-1dbd1147a586
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    AI Infrastructure, Defense Tech, and the Magnificent Seven Reloaded – What Traders Need to Know Right Now

    May 28, 2026
  • Energy Transition Stocks Are Surging — Here’s What the Smart Money Is Watching Right Now d0b8a28e-0a15-4449-86ec-9cb2033c33f7
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    Energy Transition Stocks Are Surging — Here’s What the Smart Money Is Watching Right Now

    May 28, 2026
  • TLT and the Rate Hike Trade: What the Bond Market’s Options Flood Is Telling You 3b2dbe38-2dd3-468d-8232-8e3e551300dc
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    TLT and the Rate Hike Trade: What the Bond Market’s Options Flood Is Telling You

    May 28, 2026
  • New Fed Chair, Rising Rate Hike Odds, and a Market That’s Still Near All-Time Highs — Something Has to Give 23c3e628-9b66-49e4-85b8-0c1075444546
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    New Fed Chair, Rising Rate Hike Odds, and a Market That’s Still Near All-Time Highs — Something Has to Give

    May 28, 2026
  • SoftBank’s ¥1 Trillion Bond: Whose Risk Is It? 66759eea-f4eb-4dd2-95db-0b215a4b5da4
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    SoftBank’s ¥1 Trillion Bond: Whose Risk Is It?

    August 26, 2026
  • The September Countdown Is Already Priced Wrong 376c52c5-e79b-4a40-8cc6-28eda4fdb704
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    The September Countdown Is Already Priced Wrong

    August 25, 2026
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    Rise of the… Petroyuan?

    August 25, 2026
  • The Real Recall Story Is One Tier Up 19965350-025e-4864-90f7-b68ef39fbfe5
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    The Real Recall Story Is One Tier Up

    August 25, 2026
SoftBank’s ¥1 Trillion Bond: Whose Risk Is It? 66759eea-f4eb-4dd2-95db-0b215a4b5da4
  • Newsletters

SoftBank’s ¥1 Trillion Bond: Whose Risk Is It?

Bull Bear Daily August 26, 2026
August 25, 2026 Japan’s biggest retail bond sale funds OpenAI bets at 4.3%-4.9%. Does the coupon pay...
Read More Read more about SoftBank’s ¥1 Trillion Bond: Whose Risk Is It?
The September Countdown Is Already Priced Wrong 376c52c5-e79b-4a40-8cc6-28eda4fdb704
  • Business

The September Countdown Is Already Priced Wrong

Bull Bear Daily August 25, 2026
Freeport restarts in late August as EU storage lags seasonal norms.
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Rise of the… Petroyuan? 6638ef36-def7-4ecf-ae1b-e60b6b13c74f
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Rise of the… Petroyuan?

Bull Bear Daily August 25, 2026
August 24, 2026 Featured: Memory Stocks’ 7% Drop Is a Policy Scare, Not a Pricing Shift Sponsored I’ve...
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The Real Recall Story Is One Tier Up 19965350-025e-4864-90f7-b68ef39fbfe5
  • Politics

The Real Recall Story Is One Tier Up

Bull Bear Daily August 25, 2026
21 million camera recalls point to suppliers, not OEMs
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Alibaba’s $10.2B Bet: Dilution Now, Cloud Returns Later 2a9d74d8-49e6-491e-96ca-4b5fc4d9d958
  • Newsletters

Alibaba’s $10.2B Bet: Dilution Now, Cloud Returns Later

Bull Bear Daily August 25, 2026
August 24, 2026 A record HK$80B Hong Kong placement sent shares down 8.5%. Bulls see a land-grab;...
Read More Read more about Alibaba’s $10.2B Bet: Dilution Now, Cloud Returns Later
Toll Road or Shipyard: Testing Golar’s Economics 94d134fb-69de-40c2-b848-85a34f2fe87a
  • Politics

Toll Road or Shipyard: Testing Golar’s Economics

Bull Bear Daily August 24, 2026
Pareto’s upgrade to Buy and a $70 target from BTIG put Golar LNG back in focus, but...
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Gold Miners Are Printing Cash. The Stock Prices Haven’t Caught Up Yet. b79990ff-d99c-48f5-a614-fad6abd98d2a-1
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Gold Miners Are Printing Cash. The Stock Prices Haven’t Caught Up Yet.

Bull Bear Daily August 24, 2026
Gold crossed $5,300 an ounce earlier this year. It has since pulled back below the $5,000 mark....
Read More Read more about Gold Miners Are Printing Cash. The Stock Prices Haven’t Caught Up Yet.
Datadog’s AI Observability Bet Is Paying Off Faster Than Expected 3c8ae2aa-50a3-4aa6-905f-545d86799091-1
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Datadog’s AI Observability Bet Is Paying Off Faster Than Expected

Bull Bear Daily August 24, 2026
Subject Line: Datadog Just Showed the AI Infrastructure Trade Has a New Beneficiary Meta description: Datadog reported...
Read More Read more about Datadog’s AI Observability Bet Is Paying Off Faster Than Expected
TEAM’s 13% Guide Is a Head Fake 30db77f7-b023-426e-a8ca-ed212a3f3854-1
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TEAM’s 13% Guide Is a Head Fake

Bull Bear Daily August 24, 2026
Market Snapshot TEAM closed August 7 up roughly 32%, extending a move that has taken the stock...
Read More Read more about TEAM’s 13% Guide Is a Head Fake
Gold Miners Are Printing Cash. The Stock Prices Haven’t Caught Up Yet. b79990ff-d99c-48f5-a614-fad6abd98d2a
  • Uncategorized

Gold Miners Are Printing Cash. The Stock Prices Haven’t Caught Up Yet.

Bull Bear Daily August 24, 2026
Gold crossed $5,300 an ounce earlier this year. It has since pulled back below the $5,000 mark....
Read More Read more about Gold Miners Are Printing Cash. The Stock Prices Haven’t Caught Up Yet.

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  • The September Countdown Is Already Priced Wrong
  • Rise of the… Petroyuan?
  • The Real Recall Story Is One Tier Up
  • Alibaba’s $10.2B Bet: Dilution Now, Cloud Returns Later
  • Toll Road or Shipyard: Testing Golar’s Economics
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