September 8, 2026 Bonus Content: UBS Now Expects Two Fed Rate Hikes. It’s Still Saying Buy Stocks....
Month: September 2026
Isar Aerospace reached orbit on its second flight. Here is why RKLB still has the stronger hand.
September 7, 2026 OPEC+ Stopped Pumping More Oil. After six straight monthly increases, the group froze October...
With Brent near $97 and a nuclear deal now officially in doubt, the real trade is building...
September 7, 2026 Bonus Content: Germany’s AfD Just Won 44%. The Bond Market Barely Blinked. A note...
With a September 17-18 hike now the odds-on call, the 2027 easing trade needs a hard reset.
September 6, 2026 The market cheered 50,000 more job cuts. The math still needs a €19 billion...
Small caps closed at 2,975.65 while the S&P 500, Dow, and Nasdaq fell, and 3,000 now decides...
September 6, 2026 Bonus Content: Jane Street’s $19 Billion GPU Bet: Genius or Warning? A note from...
Ford Energy turns a failed EV bet into grid storage, but investors are still paying $4 billion...
