Tesla Stock: Why The Upcoming Delivery Report May Not Matter Much
September 28, 2026
Tesla investors are prioritizing high-margin AI and robotaxi catalysts over upcoming Q3 delivery totals.
Falling Behind
The feeling of falling behind is an illusion. The discomfort it spawns is real. A trade placed to relieve that discomfort swings at nothing the market offered.
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.
LATEST ARTICLES
Nvidia: A One-Trick Pony
September 28, 2026
Nvidia launched a record stock buyback to rival Apple, but shares failed to reclaim lifetime highs.
Micron's $51B Test Under A 5% Yield
September 28, 2026
Micron (MU) faces a $51 billion revenue test Wednesday as AI memory demand clashes with sticky 5% Treasury yields. Upcoming PCE and jobs reports will decide if the Nasdaq’s growth-led rally can survive current valuation pressures.
Treasury Secretary Is Bragging About Real Wage Growth. Is He Right?
September 28, 2026
Real disposable income rose 10.1% under the Biden administration, debunking claims of negative wage growth.
Huge Option Volume In SoFi Puts Expiring In Over 2 Years - Are Investors Bearish On SOFI Stock?
September 28, 2026
SoFi Technologies saw unusual volume in deep in-the-money puts expiring in 2029, signaling a divide between bearish speculators and income-seekers.
In This Article: SOFI
Pixels, Property, Patients
September 28, 2026
Digital transformation, real estate shifts, and healthcare innovation are converging to redefine market growth.
A Flatter Curve Does Not Point To Recession
September 28, 2026
Narrowing Treasury yield spreads signal tighter policy, but resilient business activity and robust earnings suggest a recession is not imminent.
Mentions: SPY
U.S. Administration Has Given Up On Dealing With Inflation And Interest Rates
September 28, 2026
The U.S. administration's '3-3-3' economic plan falters as growth slows and deficits remain high.
Forex Today: The RBA And Fedspeak Grab All The Attention
September 28, 2026
The US Dollar climbs as Fed tightening expectations and geopolitical tensions lift Treasury yields.
Congress Just Failed Crypto. That Might Be Good News
September 28, 2026
The SEC is bypassing congressional gridlock with a new "Innovation Exemption" to accelerate stock tokenization. This regulatory sandbox offers a path forward for Coinbase (COIN) and Robinhood (HOOD) despite the CLARITY Act's recent failure.
US 10-Year Yield Revisits 2007 Heights As Curve Flirts With Inversion
September 28, 2026
US 10-year Treasury yields hit 2007 highs as energy risks and hawkish Fed signals fuel expectations for further rate hikes. The narrowing yield curve flirts with inversion while markets price in aggressive tightening through year-end.
Mentions: IEF
Two Steps Back, One Record High
September 28, 2026
The S&P 500 Technology sector hit a record high Friday despite narrow participation, with only 2.7% of stocks reaching 52-week highs.
In This Article: XLK
Gold And Silver Technical Analysis Forecasting Precious Metals 1
September 28, 2026
Gold and silver prices plunged as major trend lines broke following a spike in Treasury yields.
Grains Report - Monday, Sep. 28
September 28, 2026
Wheat and corn futures retreated as the US-China summit yielded no new sales, while domestic harvest progress gains momentum.
Berkshire’s Delta Bet Shows Why Quality Matters In Airline Stocks
September 28, 2026
Berkshire Hathaway’s $5.4 billion stake in Delta Air Lines highlights a strategic bet on quality amid high fuel costs.
EDITOR'S CHOICE
The feeling of falling behind is an illusion. The discomfort it spawns is real. A trade placed to relieve that...
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.
IN THE SPOTLIGHT
The U.S. administration's '3-3-3' economic plan falters as growth slows and deficits remain high.
Major European economies face a mounting pension crisis, with Germany's assets sitting at just 7% of GDP.
Gold faces pressure near $4,150 as rising oil prices and hawkish Fed bets bolster the dollar.
CANCOM SE is positioned for a potential 5.38% annual gain, anchored by a solid 4.29% dividend yield.
Solana is completing a five-wave impulse, suggesting a Wave 4 pullback toward the $110–$95 support zone is imminent.