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Core Inflation 2.4%, Fed Funds 4%: Why the Fed Isn’t Hiking Against Prices but Against Expectations — and Why the Dow Fell While the Nasdaq Didn’t
At 2:00 p.m. Eastern on Wednesday, the Federal Reserve raised its policy rate for the first time since July 26,...
49 to 50 in the Senate, $7.9 Billion Gone: Why Coinbase and Circle Didn’t Lose Their Business, Only Their Valuation
At 2:15 p.m. on Tuesday the United States Senate voted on a procedural motion, and by 2:40 p.m. a bill...
Fees Down 20 Percent, Stock Down 5: Why 5 Percent Yields Hit the Bank Before the Borrower
There is a rule every bank analyst learns in the first month on the job: rising rates are good for...
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15 INVESTORSWhat the world's best investors are buying & selling right now.
Apple trimmed to 22.6% — AXP now #2 at 20.5%, cash ~$300B
80% in AI puts (PLTR & NVDA) — plus contrarian Pfizer calls
New positions in financials (XLF) and equal-weight S&P (RSP) — trimmed biotech
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Start AI Portfolio Analysis →- Gold 22 Percent Below Its Record, Newmont at an All-Time High: The Arithmetic of a Gold Mine — and Who Really Owns the Leverage
Gold is down roughly 22 percent from the record it set on January 29, 2026. Newmont, the largest gold producer…
- Ten Percent Fewer Cigarettes, Record Profit: How the Taxman Doubles Big Tobacco’s Pricing Power — and Where the Math Starts to Break
Altria sold ten percent fewer cigarettes in 2025 than the year before. Its smokeable products segment earned $11.06 billion of…
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