The S&P 500 Has 4.6% of Upside Left. That Changes How Much Risk You Should Carry.
Yardeni’s cut to 7,900, the Fed’s rate hike, and sovereign fund warnings have compressed the reward side of the trade, leaving less room for error.
What a Senate Flip Means for Your Portfolio
September 17, 2026 Prediction markets now favor Democrats. Here is what that probability is worth to sector allocators. Prediction markets…
Anthropic Is Writing Rules Its Rivals Must Live By
As Microsoft’s AI chief targets Anthropic, safety doctrine is turning into a competitive weapon in frontier AI.
I’m Shouting ‘Buy Now’ Before This Soars
September 17, 2026 Bonus Content: The EU’s Canada Gambit Put European Stocks at Risk A note from our friends at…
Revvity Hits a 52-Week High as Healthcare Stocks Slide
At Baird’s conference, Revvity backed its H2 backlog conversion story.
Bessent Told Congress He’s Buying Long Bonds. The Market Isn’t Convinced.
September 16, 2026 Bessent Told Congress He’s Buying Long Bonds That tension is now central for fixed income investors. Sponsored…
Bessent Told Congress He’s Buying Long Bonds. The Market Isn’t Convinced.
Treasury is both issuer and buyer. With the 10-year at a 2007 high and the Fed poised to hike, that tension is now central for fixed income investors.
Copper is at Record Highs: Don’t Miss This Small-Cap
September 15, 2026 Bonus Content: BrightSpring’s Balance Sheet Is Now the Story A note from our friends at Resource Stock…
Waymo Is Taking Its Driverless Taxis to Tokyo
Tokyo is the first proof Waymo’s model can cross a border. Ask what that franchise is worth to Alphabet over a decade.
China’s Factories Are Running Hot. Its Consumers Are Not. That Gap Is the Fed’s Problem.
The numbers arrived at 0200 GMT this morning, and they told two completely different stories about the same economy. Sponsored…