Amazon committed $54 billion to UK expansion this morning while Super Micro announced a $2 billion convertible debt offering. Both companies reported “strong growth”
Which Stocks Are Institutions Loading Up On Right Now?
June 26th, 2025 Which Stocks Are Institutions Loading Up On Right Now? Dear Investor, The money is moving, and the patterns are clear. Nvidia
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The American housing market faces a reckoning. New home sales in May 2025 dropped 13.7% from April to 623,000 units, and are 6.3% below
The Fed Split Just Went Public: July Becomes the Sovereignty Test
The bond market keeps signaling, and sovereign investors track who moves first. Right now, the setup forms clearly: Jerome Powell wants more time, but
When Crisis Memory Fades, Where Does Smart Money Flow?
June 24th, 2025 When Crisis Memory Fades, Where Does Smart Money Flow? Dear Investor, Four stories hit the tape today that reveal where capital
FedEx Just Exposed the Real Cost of Bad Execution While Super Micro Burns Cash
FedEx reports earnings today, and the story goes way beyond shipping packages. This company spent two years cutting costs, restructuring operations, and promising investors
Los Angeles Hotels Double Worker Wages: I Hear Florida is Nice…
Los Angeles just approved a plan to raise hotel worker wages to $30 per hour by 2028. That represents a 48% increase from the
Midnight Hammer Just Triggered the Defense Signal Every Trader Was Waiting For
Lockheed Martin broke through $475 Monday morning, and the timing tells you everything about what just happened. Sunday night’s coordinated U.S. strike on Iran’s
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Dear Investor, The markets are closed for Good Friday—but not even a holiday can pause what’s unfolding on the charts. The Dow is about
The Dow’s Dancing, But the Bond Market’s Booing
Dear Investor, Here’s what no one wants to admit: we’re in a market that’s rewarding confusion. The Dow just hit a historic divergence. Schwab’s