Which Asian Markets Are Exposed Right Now
September 2, 2026 Korea faces an AI demand shock. India faces an oil bill. Neither is 1997. The surface reading…
Alnylam Is Worth Owning Before Friday’s S&P 500 Changes
Roughly $28 trillion tracks the S&P 500. The better question is whether Alnylam deserves a spot in your portfolio on its own terms.
One More Crank and We Can No Longer Go Back
September 1, 2026 Bonus Content: Your Mortgage Isn’t Waiting for the Fed A note from our friends at MarketWise(ad) Editor’s…
Palantir Is the Only Pentagon AI Stock You Can Buy
ChatGPT and Grok just landed in GenAI.mil. Palantir turns that into decisions.
Gen Z Avoids Credit Cards and Still Ends Up in Debt
September 1, 2026 They ditched credit cards and found BNPL. Same debt, different label. The conventional read on Gen Z…
JPMorgan Tells Clients to Cut Risk. Its Own Wealth Arm Disagrees With Goldman on Why.
A house divided: JPMorgan de-risks into Sept. 16, wealth strategists see a hike, and Goldman still leans hold.
Elon’s Powerful New Currency & Your Account
August 31, 2026 Bonus Content: Gold’s Best Month Since February Isn’t the Story. The Floor Under It Is. A note…
AI Power Bottleneck: Not Chips, Castings
SpaceX’s blade foundry shows who controls AI build speed. Howmet fell about 7.5%.
Who Pays for Nvidia’s Rising Server Costs?
August 31, 2026 Nvidia’s memory cost pass-through forces a committee to weigh gross-margin dollars vs. percentage, and deployment vs. delay.…
What Last Year’s Shutdown Tells You About This One
The October 2025 shutdown erased a jobs report and barely dented the S&P 500. Here is the calm playbook if history repeats.