The World Cup Trade Nobody Talks About
July 3, 2026 The World Cup Trade Nobody Talks About Sponsored First a note from The Oxford Club Dear Reader,…
Nike Is Down 46%. Did the Market Miss?
July 2, 2026 Nike Is Down 46% in a Year. The Beat Nobody Read Correctly. A tariff windfall confused the…
Palantir Is Down Big This Year. The Business Has Never Been Stronger.
July 2, 2026 Palantir Is Down Big This Year. The Business Has Never Been Stronger. Sponsored First a note from…
Kroger Just Bought Giant Eagle
July 1, 2026 Kroger Just Bought Giant Eagle A $1.65B deal closed this morning. The grocery war is accelerating. KR:…
Broadcom Is Down 25% From Its High. The Business Has Never Been Better.
July 1, 2026 Broadcom Is Down 25% From Its High. The Business Has Never Been Better. Sponsored First a message…
Senior Housing Is Full. The Build Pipeline Is Empty.
June 30, 2026 Senior Housing Is Full. The Build Pipeline Is Empty. The demographic wave just arrived. The market is…
Senior Housing Is Full. The Build Pipeline Is Empty.
June 30, 2026 Senior Housing Is Full. The Build Pipeline Is Empty. The demographic wave just arrived. The market is…
The ECB Hiked Into a Contraction
June 30, 2026 The ECB Hiked Into a Contraction The Federal Reserve gets all the coverage. Every word out of…
Sell These “Safe” Blue Chips Immediately
June 29, 2026 Apple Did Something It Almost Never Does Featured: Apple Did Something It Almost Never Does Sponsored Dear Reader,…
Nike Reports Tomorrow. The Number Everyone Will Ignore Is the One That Matters.
June 29, 2026 Nike Reports Tomorrow. The Number Everyone Will Ignore Is the One That Matters. With Q4 earnings due…