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Permanent deterrence is turning into infrastructure spending
The Dow Is Surging. One Stock Is Doing Most of the Work.
Caleres just reported and the numbers are worth sitting with
Five Below beat by a mile and the stock still sold off
XOM Catches a Bid As Brent Pushes $100
Permanent deterrence is turning into infrastructure spending
Newsletters

Permanent deterrence is turning into infrastructure spending

June 4, 2026 Permanent deterrence is turning into infrastructure spending Why Lockheed keeps showing up in the most non-optional programs…

June 4, 2026
The Dow Is Surging. One Stock Is Doing Most of the Work.
Newsletters

The Dow Is Surging. One Stock Is Doing Most of the Work.

June 4, 2026 The Dow Is Surging. One Stock Is Doing Most of the Work. UNH just got a major…

June 4, 2026
Caleres just reported and the numbers are worth sitting with
Newsletters

Caleres just reported and the numbers are worth sitting with

June 4, 2026 Caleres (CAL): What the Q1 Numbers Are Actually Saying Suspended guidance, margin pressure, and one cost plan…

June 4, 2026
Five Below beat by a mile and the stock still sold off
Newsletters

Five Below beat by a mile and the stock still sold off

June 3, 2026 Five Below beat by a mile and the stock still sold off 22.7% comps. A 24% EPS…

June 4, 2026
XOM Catches a Bid As Brent Pushes $100
Newsletters

XOM Catches a Bid As Brent Pushes $100

June 3, 2026 XOM Catches a Bid As Brent Pushes $100 Brent near $100, ceasefire gone, and what it means…

June 3, 2026June 3, 2026
Should Investors Be Worried About AMD?
Newsletters

Should Investors Be Worried About AMD?

June 2, 2026 Should Investors Be Worried About AMD? AMD Fell on Monday. The Numbers Tell a Different Story. AMD…

June 2, 2026June 2, 2026
AMD dropped Monday. Here is what I actually think about it.
Newsletters

AMD dropped Monday. Here is what I actually think about it.

June 2, 2026 AMD fell on Monday.  Should investors be worried? Featured: AMD fell Monday. The numbers tell a different…

June 2, 2026
AMD dropped Monday. Here is what I actually think about it.
Newsletters

AMD dropped Monday. Here is what I actually think about it.

June 2, 2026 AMD fell on Monday.  Should investors be worried? Featured: AMD fell Monday. The numbers tell a different…

June 2, 2026
Industrials are still leading
Newsletters

Industrials are still leading

June 1, 2026 Industrials are still leading June 1, 2026 check-in on XLI, ETN, CAT, and DE Industrials are still…

June 1, 2026June 1, 2026
Retail’s Quiet Comeback
Newsletters

Retail’s Quiet Comeback

May 31, 2026 Retail’s Quiet Comeback Costco stays steady, Target improves, value still feels tight Sponsored Your free download link…

May 31, 2026May 31, 2026

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Recent Posts

  • Permanent deterrence is turning into infrastructure spending
  • The Dow Is Surging. One Stock Is Doing Most of the Work.
  • Caleres just reported and the numbers are worth sitting with
  • Five Below beat by a mile and the stock still sold off
  • XOM Catches a Bid As Brent Pushes $100

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