Walmart Just Drew the Line
August 25, 2026 The consumer is not one thing. It is two things moving in opposite directions, and institutional investors…
Author: Wall St Mavens
Chargeback Rates Are Now the Key Metric in HIMS
Visa monitoring makes Hims’ GLP-1 subscriptions legible from the outside.
How the Rich Retire
August 24, 2026 Featured: Kohl’s Wednesday Report Is a Balance-Sheet Test Sponsored Dear Reader, Mitt Romney turned $450,000 into as much…
What Nasdaq Multiples Don’t Price In
Taiwan’s record $35 billion defense budget puts a price on tail risk. The question is whether chip stocks reflect any of it.
Brent Fell When the List Went Public. That’s the Trade.
August 24, 2026 Brent Fell When the List Went Public. That’s the Trade. Operation Economic Outcast is now official. The…
Workday Reports Thursday. Deal Still Not Done.
Two catalysts, one expiry: pair Thursday’s results with the Silver Lake skew.
A simpler approach to options trading
August 24, 2026 Gold Miners Are Making Cash. The Market Hasn’t Priced It. Featured: Gold Miners Are Making Cash. The Market…
APP Is Down 59% From Its High. The Business Didn’t Break.
AppLovin’s Q2 miss was a model timing gap. The market priced it like a structural collapse. The difference is the opportunity.
PLTR Grew 93%. The Multiple Is Still the Fight.
Palantir’s blowout Q2 flipped the growth debate. The valuation debate is very much alive.
Trade this between 9:30 and 10:45 am EST
August 23, 2026 Crypto Equities Just Had Their Best Week in Years Featured: Crypto Equities Just Had Their Best Week in…