A 50/50 September: How to Position Every Asset Class
Warsh’s Jackson Hole speech shifted September hike odds to a coin flip. Here is the full trading plan.
Category: Business
VEEV Is Up 38% YTD. Does the Beat Change the Math?
Veeva’s Aug. 26 Q2 was nearly flawless. The harder question is whether $282 reflects that already.
Palantir’s Maven Moment Changes the Math
The Pentagon may be locking in multiyear dollars. The FAA headline is noise.
Two Miners to Own. One to Avoid.
Agnico Eagle and Kinross just posted record cash flow. Newmont is shrinking while costs rise.
The SEC’s Crypto Proposal Just Dropped. Sept. 15 Is Next.
The agency’s Regulation Crypto Assets framework is now in motion. The real calendar is the 60-day comment window and the Senate’s Sept. 15 cloture vote on the CLARITY Act.
Baidu’s GPU Cloud Is Up 283%. The Ad Engine Is Still Bleeding.
Q2 2026 shows AI infra surging, but ads keep shrinking.
MercadoLibre Just Crossed $10 Billion. The Credit Engine Is the Real Story.
A 50% revenue surge, 89 million active buyers, and a $16.4 billion credit portfolio growing at 75% year-over-year: MELI’s flywheel is running faster than its stock price reflects.
The Harness War Starts Today
DeepSeek just went public with its plan to unseat Claude Code. The real fight is not about benchmarks.
Doximity’s 10x Unit Economics Just Changed the Story
The stock was down 50% for the year. Then CEO Jeff Tangney said six words that rewrote the investment case.
SPCX Lost Half Its Value. Retail Just Bought More.
Institutions and retail saw the same SpaceX earnings, and reached opposite conclusions. The lockup calendar will test who is wrong.