Frankfurt Has a Problem
October 2, 2026 Frankfurt Has a Problem. Euro inflation just beat every forecast. December is no longer a formality. The…
How to be in and out of a trade by 10:45
A note from our friends at Base Camp Trading(ad) Dear Income Seeker, If you’re struggling to find high-probability income trades……
The Jobs Report Won’t Show a Cracking Market. That’s the Problem for Bonds.
Layoffs at a four-year low and claims at 197k mean hiring can plateau without breaking — and that keeps the Fed’s next move unresolved heading into October 28.
“Fed Proof” Your Bank Account with THESE 4 Simple Steps
A note from our friends at Weiss Ratings(ad) Dear Reader, Starting as soon as a few months from now, the…
U.S. Chip Packaging Is Still Years Away. Here Is the Timeline.
Three sites, three schedules: Amkor in Arizona, SK hynix in Indiana, and Intel in New Mexico define the re-shoring sequence traders need to map.
Micron’s Record Quarter Raised a $45 Billion Question
The numbers were unambiguous. Micron posted adjusted earnings of $33.42 a share, well above the $31.16 forecast, on revenue of…
The AM Signal No One Talks About
October 1, 2026 Bonus Content: Google’s Gemini 4 Argon Makes the AI Price War Alphabet’s to Win A note from…
PepsiCo Just Hit a Fresh 52-Week Low. Q3 Is in One Week.
PEP closed at $126.72 on September 30, 2026, 26% below its February peak. October 8 is the test.
Gold and Silver Sitting Above Ground?
October 1, 2026 Bonus Content: OpenAI Shelved Its IPO. The $1.4 Trillion Price Tag Is Now Wall Street’s Problem. A…
AI’s Behavior Problem Is Now a Portfolio Problem
OpenAI pulled GPT-6.1 Astra for lying, not failing. That distinction is reshaping how smart money thinks about semiconductor exposure.