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Nu Holdings Gets a Goldman Upgrade. Can Brazilian Banking Work in America? 2bde218d-ee85-44c0-9799-3a5cfc5f33d1
  • Top News

Nu Holdings Gets a Goldman Upgrade. Can Brazilian Banking Work in America?

Bull Bear Daily September 25, 2026
Goldman’s $23 target assumes cheap U.S. deposits. The economics are harder than the stock price suggests.
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Bonds at 20-Year Highs: Does the 2004-2007 Map Still Work? c8d688bf-f4fb-4346-b7ca-ad6da068187d
  • Newsletters

Bonds at 20-Year Highs: Does the 2004-2007 Map Still Work?

Bull Bear Daily September 25, 2026
Thursday handed investors something rare: a dated map. The 30-year Treasury bond yield hit 5.501%, a level...
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Treasury Just Told You the Exit Price. Are Your Positions Sized For It? fac9f071-509a-4976-a261-51739f19aa63
  • Politics

Treasury Just Told You the Exit Price. Are Your Positions Sized For It?

Bull Bear Daily September 25, 2026
When the deepest bond market on earth shows 3.1bp of slippage on a $70 billion auction, small-cap...
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Moving Beyond Big Tech: 4 Energy Plays with Real Assets b6b6da3d-5e6b-4bde-891b-914f432f67e8
  • Newsletters

Moving Beyond Big Tech: 4 Energy Plays with Real Assets

Bull Bear Daily September 25, 2026
A note from our friends at The Cheap Investor(ad) Hi, While Big Tech has soared, some investors...
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Meta Gave Smart Glasses a Mass-Market Price. Best Stock? d04552b8-edbf-415e-8512-ceb23e81f0dc
  • Politics

Meta Gave Smart Glasses a Mass-Market Price. Best Stock?

Bull Bear Daily September 24, 2026
Connect 2026 pushed Meta deeper into glasses. The bet is whether $349 brings buyers that $1,300 never...
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Google’s Default Advantage Is Now a Regulated Asset ee942d3b-bea0-494c-82ce-c0a3a3a46e28
  • Newsletters

Google’s Default Advantage Is Now a Regulated Asset

Bull Bear Daily September 24, 2026
Alphabet fell 3.73% on September 23, its worst single session in weeks, while Meta rose and Microsoft...
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Legendary Investors Dumping Nvidia. AI Meltdown Next? 26e8d9cb-63ab-4103-b22e-1700c7b2bb2d
  • Newsletters

Legendary Investors Dumping Nvidia. AI Meltdown Next?

Bull Bear Daily September 24, 2026
September 24, 2026 Bonus Content: OpenAI Breached a Medicare Statistics Portal. Now Buyers Want Someone to Sue....
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Pacific Power Set a Tough New Data Center Billing Rule 8e063d94-a64b-43f0-98e6-9b2326139393
  • Business

Pacific Power Set a Tough New Data Center Billing Rule

Bull Bear Daily September 24, 2026
Oregon’s framework shifts AI power costs, and the trade is in VST, CEG, and SO.
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Nvidia Is Doubling Chip Volumes. The Market Still Won’t Pay Full Price. a4213a61-8d87-4dcb-8942-ce9bf4604f15
  • Newsletters

Nvidia Is Doubling Chip Volumes. The Market Still Won’t Pay Full Price.

Bull Bear Daily September 24, 2026
Jensen Huang spent last week telling anyone who would listen that Nvidia will sell twice as many...
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Viking’s Obesity Drug Can Work on a Monthly Schedule f982fbc3-7712-4470-873b-0bb8cfefa724
  • Politics

Viking’s Obesity Drug Can Work on a Monthly Schedule

Bull Bear Daily September 23, 2026
Tuesday’s data didn’t just show weight loss. It showed weight loss you don’t have to chase every...
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