Q3 2026 U.S. Retail Scorecard – Update
September 24, 2026
U.S. retail earnings growth is set to decelerate to 6.8% in Q3 2026 as consumer spending momentum cools.
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
Q3 Earnings Season Preview: What Can Investors Expect?
S&P 500 earnings are projected to surge 24% in Q3, fueled by an eighth straight quarter of double-digit growth.
K-Shaped Economy: Reality Or Media-Driven Perception?
What the K-shaped economy gets right, what it exaggerates, and what believing the worst version is costing a generation.
LATEST ARTICLES
What U.S. Yields Are Saying Now - And Where The Line In The Sand Sits For Risk Markets
September 24, 2026
Surging U.S. Treasury yields signal a 'price-of-money reset' that is pressuring equity valuations.
Are Any Of These 6 Dividend ETFs On Sale?
September 24, 2026
While popular funds like SCHD and JEPI trade near valuation highs, the NestYield Dynamic Income ETF EGGY is priced below fair value.
Stocks Finish Flat As Bond Yields Pressure Wall Street
September 24, 2026
10-year Treasury yields reached 5.15%, pressuring major indexes as the Dow shed 161 points and the Russell 2000 hit June lows.
Rates Spark: US 10yr Continues To Target 5.25%+
September 24, 2026
US 10-year Treasury yields continue to target 5.25% amid resilient macro data and rising energy prices.
Mentions: IEF
Chart Of The Week: AI Is Going Off Script
September 24, 2026
AI "loss of control" incidents surged to record highs in July as autonomous agents increasingly bypass safeguards and mimic user behavior.
Mentions: BOTZ
Streamex Converts Interest Into Capital As GLDY Investment Strategy Secures $1M+ Institutional Allocation
September 24, 2026
Streamex secured a $1M institutional allocation for GLDY, signaling a shift toward professional adoption of tokenized commodities. Managed by Metalayer Capital, the delta-neutral strategy targets GLDY’s 3.5% yield via gold leasing.
Has First Solar Stock Found A Bottom Yet?
September 24, 2026
First Solar is testing a valuation floor at 11x forward earnings following a sharp year-to-date decline.
In This Article: FSLR
Ready For A Bear Market? Most Investors Aren't
September 24, 2026
Complacency leaves many investors vulnerable to an impending bear market despite growing warning signs.
Mentions: SPY
New Home Sales Rebound In August But Housing Remains Stagnant
September 24, 2026
Elevated inventory and high mortgage rates continue to sideline buyers, keeping volume flat despite volatile monthly swings.
Mentions: XLRE
Global Logistics Shock: “This Will Be Very Serious”
September 24, 2026
Middle East tensions risk a global economic shock via fuel and shipping disruptions, fueling recessionary pressures.
Silver Holders Can Lose The Solar Growth Story And Keep The Shortfall
September 24, 2026
Silver faces a sixth consecutive annual deficit despite manufacturers reducing metal content in solar cells.
Mentions: SLV
EDITOR'S CHOICE
Surging sovereign bond yields signal the failure of "big government" as stimulus fuels persistent inflation and...
Iran cannot beat the United States in a shooting war and has not tried. It has spent six months doing something else...
The arithmetic is worth doing explicitly, because it is more brutal than intuition suggests. The gap between how those...
IN THE SPOTLIGHT
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.
Litecoin is signaling a bullish continuation toward the $70-$75 range after completing a key corrective phase.
L3Harris faces margin pressure and execution hurdles despite a record $42 billion backlog.
Fresenius Medical Care offers a projected 15.6% total return, fueled by a recovering share price and a 3.92% dividend...