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Australia’s Rate Is Now at a 15-Year High. Is the RBA Right to Keep Hiking?

Bull Bear Daily September 29, 2026
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Amazon and Alphabet Built Empires. Do They Need the Tax Break?

Bull Bear Daily September 29, 2026
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Bills going up is good news?

Bull Bear Daily September 29, 2026
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Lilly’s Next Obesity Drug Could Outperform Everything It Sells

Bull Bear Daily September 28, 2026
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Can Airlines Pass a $195 Barrel of Jet Fuel to Passengers Forever?

Bull Bear Daily September 28, 2026
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  • Australia’s Rate Is Now at a 15-Year High. Is the RBA Right to Keep Hiking? 55b45c41-95a3-4448-afa4-0b849c9336d6
    • Newsletters

    Australia’s Rate Is Now at a 15-Year High. Is the RBA Right to Keep Hiking?

    September 29, 2026
  • Amazon and Alphabet Built Empires. Do They Need the Tax Break? a9c370e5-b007-45ca-8458-df5f2d61690f
    • Politics

    Amazon and Alphabet Built Empires. Do They Need the Tax Break?

    September 29, 2026
  • Bills going up is good news? 4e4613db-62d1-4e24-b87e-e25ab1a1d5cf
    • Newsletters

    Bills going up is good news?

    September 29, 2026
  • Lilly’s Next Obesity Drug Could Outperform Everything It Sells 934e42dc-9d53-40ac-82d3-866d202b2fc1
    • Economy

    Lilly’s Next Obesity Drug Could Outperform Everything It Sells

    September 28, 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
    • Economy

    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
    • Economy

    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
    • Politics

    New Fed Chair, Rising Rate Hike Odds, and a Market That’s Still Near All-Time Highs — Something Has to Give

    May 28, 2026
  • Australia’s Rate Is Now at a 15-Year High. Is the RBA Right to Keep Hiking? 55b45c41-95a3-4448-afa4-0b849c9336d6
    • Newsletters

    Australia’s Rate Is Now at a 15-Year High. Is the RBA Right to Keep Hiking?

    September 29, 2026
  • Amazon and Alphabet Built Empires. Do They Need the Tax Break? a9c370e5-b007-45ca-8458-df5f2d61690f
    • Politics

    Amazon and Alphabet Built Empires. Do They Need the Tax Break?

    September 29, 2026
  • Bills going up is good news? 4e4613db-62d1-4e24-b87e-e25ab1a1d5cf
    • Newsletters

    Bills going up is good news?

    September 29, 2026
  • Lilly’s Next Obesity Drug Could Outperform Everything It Sells 934e42dc-9d53-40ac-82d3-866d202b2fc1
    • Economy

    Lilly’s Next Obesity Drug Could Outperform Everything It Sells

    September 28, 2026
Australia’s Rate Is Now at a 15-Year High. Is the RBA Right to Keep Hiking? 55b45c41-95a3-4448-afa4-0b849c9336d6
  • Newsletters

Australia’s Rate Is Now at a 15-Year High. Is the RBA Right to Keep Hiking?

Bull Bear Daily September 29, 2026
The Reserve Bank of Australia did what markets expected this morning, and that is almost beside the...
Read More Read more about Australia’s Rate Is Now at a 15-Year High. Is the RBA Right to Keep Hiking?
Amazon and Alphabet Built Empires. Do They Need the Tax Break? a9c370e5-b007-45ca-8458-df5f2d61690f
  • Politics

Amazon and Alphabet Built Empires. Do They Need the Tax Break?

Bull Bear Daily September 29, 2026
Senate Democrats want answers on billions in AI deductions. The real question is whether the best businesses...
Read More Read more about Amazon and Alphabet Built Empires. Do They Need the Tax Break?
Bills going up is good news? 4e4613db-62d1-4e24-b87e-e25ab1a1d5cf
  • Newsletters

Bills going up is good news?

Bull Bear Daily September 29, 2026
A note from our friends at Brownstone Research(ad) Editor’s Note: Hedge fund legend Larry Benedict went 20...
Read More Read more about Bills going up is good news?
Lilly’s Next Obesity Drug Could Outperform Everything It Sells 934e42dc-9d53-40ac-82d3-866d202b2fc1
  • Economy

Lilly’s Next Obesity Drug Could Outperform Everything It Sells

Bull Bear Daily September 28, 2026
EASD 2026 opens in Milan today with retatrutide’s 20.8% data, eloraTZP’s Phase 2 debut, and Novo pushing...
Read More Read more about Lilly’s Next Obesity Drug Could Outperform Everything It Sells
Can Airlines Pass a $195 Barrel of Jet Fuel to Passengers Forever? ddb29a28-e34a-4c19-afc8-acc8149e5ecf
  • Newsletters

Can Airlines Pass a $195 Barrel of Jet Fuel to Passengers Forever?

Bull Bear Daily September 28, 2026
The relief trade lasted about 48 hours. Late last week, reports that Iran had proposed a seven-day...
Read More Read more about Can Airlines Pass a $195 Barrel of Jet Fuel to Passengers Forever?
Starlink V3 Is the Business Case for SpaceX. Today’s Launch Is a Test. 87d3d7a8-03d8-4170-b4e1-4da8f8c7b1a3
  • Economy

Starlink V3 Is the Business Case for SpaceX. Today’s Launch Is a Test.

Bull Bear Daily September 28, 2026
Each V3 satellite is designed for 10x the bandwidth. Whether that compounds into a great business depends...
Read More Read more about Starlink V3 Is the Business Case for SpaceX. Today’s Launch Is a Test.
America’s Emergency Oil Reserve Is 40% Full 0d4b51e9-3106-4347-a757-5f8de9aa4696
  • Newsletters

America’s Emergency Oil Reserve Is 40% Full

Bull Bear Daily September 28, 2026
September 27, 2026 Bonus Content: Tech’s Cheapest Debt Isn’t Actually Free A note from our friends at...
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Microsoft’s $115.9B AI Spend Finally Has a Product 2e2ed3d5-37e8-4788-8558-e1544ef84d12
  • Politics

Microsoft’s $115.9B AI Spend Finally Has a Product

Bull Bear Daily September 27, 2026
A rebuilt Copilot with Code and Autopilot is Microsoft’s clearest case yet for its AI capex.
Read More Read more about Microsoft’s $115.9B AI Spend Finally Has a Product
Kalshi Loses Again. The Supreme Court Is Next. 8cfa0248-ecdd-42e3-8844-2d6d67e10898
  • Newsletters

Kalshi Loses Again. The Supreme Court Is Next.

Bull Bear Daily September 27, 2026
Prediction markets had a brutal Friday. A federal appeals court ruled that Ohio and Tennessee can enforce...
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Anthropic Wants to Own Its Cost Base. Apollo May Be Its Landlord. 073f84ab-631f-40ac-938f-326ad1d8b6fc
  • Politics

Anthropic Wants to Own Its Cost Base. Apollo May Be Its Landlord.

Bull Bear Daily September 27, 2026
A 1-gigawatt lease from Apollo's Stream looks like cloud escape. The math is more complicated.
Read More Read more about Anthropic Wants to Own Its Cost Base. Apollo May Be Its Landlord.

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Recent Posts

  • Australia’s Rate Is Now at a 15-Year High. Is the RBA Right to Keep Hiking?
  • Amazon and Alphabet Built Empires. Do They Need the Tax Break?
  • Bills going up is good news?
  • Lilly’s Next Obesity Drug Could Outperform Everything It Sells
  • Can Airlines Pass a $195 Barrel of Jet Fuel to Passengers Forever?
  • Starlink V3 Is the Business Case for SpaceX. Today’s Launch Is a Test.
  • America’s Emergency Oil Reserve Is 40% Full

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