August 26, 2026 The $11-12 Guide Is the Story. How a $2.4 billion Foot Locker acquisition became a $31.9 million…
Don’t Sell September. Do These Two Things Instead.
The calendar is loaded, the data is mixed, and the worst thing a long-term investor can do is treat history…
The “Rockefeller Moment” for coal
August 25, 2026 Bonus Content: HIMS Slides 8%: When the Payment Network Flags Your Subscribers Sponsored In the 1800s, John…
COIN Has a Sept. 15 Date With Congress
The CLARITY Act cloture vote is the one midterm event that could actually move Coinbase's earnings line, not just its…
AVAV’s Sept. 9 Test: Can Earnings Match the Locust Deal?
August 25, 2026 AeroVironment’s Sept. 9 Test: Can Earnings Match the Locust Deal? The Army’s $400M+ laser award reset the…
The September Countdown Is Already Priced Wrong
Freeport restarts this week, EU storage is below seasonal norms, and the Russian LNG cutoff clock is running. The TTF-to-Henry-Hub…
MP Materials Has a Price Floor. Is It a Business?
China’s rare-earth export-control suspension ends Nov. 10, 2026. The real question is whether Washington’s $110/kg floor is durable policy or…
Shell’s Crackers Are for Sale. Exxon or LYB Should Buy Them.
At up to $8 billion for U.S. ethane-advantaged capacity, this is a trough acquisition question. The rational owner matters as…
Tesla’s Cybercab Has a Date. Price Hasn’t.
August 24, 2026 Tesla’s Cybercab Has a Date. Price Hasn’t. A Sept. 3 event, a Nevada permit, and 300x+ earnings.…
IBTA’s 48% Surge Deserved a Closer Look
Ibotta returned to growth a quarter early. The bear case is still alive inside the numbers.