TRADE WITH CONVICTION

Tuesday, July 21, 2026
RSS

IPO

SpaceX's Monster $250B xAI Buy Creates History — And a Trading Earthquake

SpaceX's record-breaking $250B xAI acquisition reshapes AI/space sectors, triggering massive consolidation waves and regulatory concerns.

Tyler Brooks • March 10, 2026
Analysis

Oil's Whipsaw and the Ghost of Stagflation: Why Patience Pays When Markets Panic

As oil volatility triggers stagflation fears, long-term investors should focus on quality assets with pricing power rath…

Catherine Walsh • Mar 10
Earnings

Casey's $2.97 EPS Target Looks Rosy, But Valuation Risks Linger Ahead of Q3

Casey's General Stores ($CASY) expects 27% Q3 earnings growth, but investors should note risks from high valuation and f…

Diana Kowalski • Mar 10
Economy

The Dove in the War Room: Why Miran Is Betting on Cuts as Missiles Fly

Fed Governor Miran doubles down on rate cuts despite Iran conflict risks, betting jobs matter more than oil-driven infla…

Marcus Rivera • Mar 10
Free Newsletter

Informed positions start with informed mornings.

Market-moving analysis and institutional-grade research, complimentary and delivered daily.

By subscribing, I agree to receive marketing emails and alerts. View our Privacy Policy. You may unsubscribe at any time.

More Stories
Markets
Dow's 600-Point Lazarus Act: When Trump Talks, Algorithms Walk
James McAllister • Mar 10, 2026
Economy
The Fed's Dangerous Game: Cutting Rates While the World Burns
Marcus Rivera • Mar 10, 2026