Why AI Is A “Hurricane-Strength Tailwind” For One Industry
September 26, 2026
Skyrocketing energy demand from AI data centers is creating a massive tailwind for utility stocks.
The Q3 Earnings Season Is Ready To Roll
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.
What U.S. Yields Are Saying Now - And Where The Line In The Sand Sits For Risk Markets
Surging U.S. Treasury yields signal a 'price-of-money reset' that is pressuring equity valuations.
The Big State Monetary And Fiscal System Is Over
Surging sovereign bond yields signal the failure of "big government" as stimulus fuels persistent inflation and unsustainable debt.
Forget The Fed - Iran Just Took Both Of Saudi Arabia’s Exits
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 Research Says You Will Take More Risk After A Loss. Here Is What It Costs.
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
LATEST ARTICLES
Market Starting To Crack Under High Bond Yields?
September 26, 2026
The US 10-year Treasury yield has surged to a 19-year high, putting immense pressure on the equity market.
The Market’s Winner, Loser, And Dark Horse Right Now
September 26, 2026
Micron dominates as high-bandwidth memory scarcity fuels AI infrastructure growth.
Forex And Cryptocurrency Forecast For September 28 – October 2, 2026
September 26, 2026
Surging Treasury yields and hawkish Fed signals are pressuring EUR/USD while Brent Crude remains volatile.
Why Rebecca Patterson Says We're Now In A 'New Yield Regime'
September 26, 2026
Rebecca Patterson warns of a structural 'new yield regime,' advising against 10-year Treasuries as massive capex and debt supply push rates higher.
Awaiting The Pivot Back To Precious & Critical Minerals
September 26, 2026
After a stellar 2025, 2026 has seen a pivot away from precious and critical minerals, as we await a new pivot.
Week Ahead: Dollar Bulls May Be Challenged
September 26, 2026
Stretched technical indicators and upcoming labor data suggest the US dollar rally may be reaching a peak.
QQQ Has Rallied 26%+ From Our Blue Box Entry In Less Than Six Months
September 26, 2026
The Invesco QQQ Trust surged 26% to new all-time highs after hitting a technical "Blue Box" buying zone.
In This Article: QQQ
Jefferies Sets 9000 Market Target: Everything Must Go Right
September 26, 2026
Critical PCE and payroll data will soon test the market's resilience against potential October Fed rate hikes.
The Return To Tangibles Trade Enters Its Next Phase
September 26, 2026
Geopolitical shifts and inflation are pushing the 'Return to Tangibles' trade into a new phase favoring real assets.
Mentions: SPY
Bitcoin Price: Institutions Keep Buying Even As The Rally Cools – What’s Next?
September 26, 2026
Bitcoin holds near $84,000 as institutional demand remains resilient, with spot ETFs capturing $2.8 billion in weekly inflows.
Only 2.2% Of The S&P 500 Hit New Highs
September 26, 2026
S&P 500 market breadth has hit extreme lows with only 2.2% of stocks reaching new highs, echoing the 2000 dot-com bubble.
Mentions: SPY
Reversing Financial Repression
September 26, 2026
While low-quality credits face a refinancing squeeze, savers finally enjoy attractive fixed income yields over risky equities.
EDITOR'S CHOICE
Sixteen companies will have reported by the end of September as we gear up for peak earnings season. S&P 500 earnings...
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...
IN THE SPOTLIGHT
Global bond prices are plunging as the 30-year Treasury yield tops 5.5% and the long-bond ETF hits record lows.
Takeda Pharmaceuticals could deliver a 16.24% gross gain next year through a mix of price appreciation and a 3.28%...
Today you will see a GOLD price prediction based on technical analysis. What to expect: where the price will break out...
The Canadian dollar fell to 1.41 as widening interest rate gaps drive capital toward higher-yielding U.S. Treasuries.
Sienna Senior Living targets a 21.45% annual return, combining steady price growth with a 4.63% dividend yield.