The Art Of The Wait: Why Aurora Innovation Demands Patience At A 4-Year Crossroads
September 27, 2026
Aurora Innovation faces a technical crossroads as declining volume on recent rallies signals buying exhaustion.
Sixteen companies will have reported by the end of September as we gear up for peak earnings season. S&P 500 earnings are forecast to jump 23.9% in Q3, all told.
Surging U.S. Treasury yields signal a 'price-of-money reset' that is pressuring equity valuations.
Surging sovereign bond yields signal the failure of "big government" as stimulus fuels persistent inflation and unsustainable debt.
Iran cannot beat the United States in a shooting war and has not tried. It has spent six months doing something else: making every route the Gulf uses to get oil to market too dangerous to insure.
The arithmetic is worth doing explicitly, because it is more brutal than intuition suggests. The gap between how those trades felt and how they performed is the whole subject
September 27, 2026
Aurora Innovation faces a technical crossroads as declining volume on recent rallies signals buying exhaustion.
September 27, 2026
SUI and Bitcoin Cash led a broad crypto advance this week, outperforming Bitcoin and Ethereum.
September 27, 2026
Gold and silver miners expect a strong Q3 as stable prices and interest income offset higher fuel costs.
September 27, 2026
MicroStrategy Executive Chairman Michael Saylor signaled a potential Bitcoin purchase following a recent social media teaser.
September 27, 2026
Analysts are hiking Broadcom price targets, forecasting a 66% upside on strong free cash flow.
September 27, 2026
Surging bond yields are creating the most attractive environment for income investors in decades.
September 27, 2026
The RBA is poised for a 25bp rate hike as Australian inflation risks remain high.
September 27, 2026
EUR/USD struggles near range lows as energy security risks and geopolitical tensions weigh on the Eurozone outlook.
September 27, 2026
Global debt is projected to top 100% of GDP by 2029 as high rates and geopolitical shocks strain emerging markets.
September 27, 2026
Adobe is upgraded as a sharp selloff leaves the software giant trading at a compelling 9.6X forward P/E.
September 27, 2026
Over 50% of U.S. households are restricted to home prices below $300,000, yet builders continue to prioritize high-end inventory.
September 27, 2026
AI debt from firms like Microsoft and Alphabet is reshaping corporate bonds without yet 'crowding out' US Treasuries.
September 27, 2026
A look at gold and silver prices, Federal Reserve rate hikes, currency debasement, physical precious metals, and growing global demand for gold and silver.