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Investors are winning like never before while consumers feel awful

Investors are winning like never before while consumers feel awful

Wall Street and Main Street are breaking different records.

Sep 30, 2026

Veteran Investors Justus Parmar and Joey Magazine on America-First Investing and Policy Risk

Veteran Investors Justus Parmar and Joey Magazine on America-First Investing and Policy Risk

Fortuna Investments' Justus Parmar and Joey Magazine on defense, rare earths, the midterms and Washington's role in markets

Sep 30, 2026

Nvidia just authorized the largest stock buyback in history

Nvidia just authorized the largest stock buyback in history

Nvidia added $150 billion to its share repurchase program.

Sep 29, 2026

Why stocks are ignoring bond yields surging to 19-year highs

Why stocks are ignoring bond yields surging to 19-year highs

Morgan Stanley's view of the historic bond market shifts.

Sep 28, 2026

This tiny industrial stock offers an under-the-radar bet on the AI infrastructure buildout

This tiny industrial stock offers an under-the-radar bet on the AI infrastructure buildout

Veteran investor Ben Connard's highest-conviction idea for the next 12 months.

LockSimple

Sep 27, 2026

Oracle's $165 billion AI data center is flashing a warning sign

Oracle's $165 billion AI data center is flashing a warning sign

Blue Owl financing is now in question and stocks are falling.

Sep 25, 2026

Investors have gotten used to climbing the wall of worry with bond yields and oil

Investors have gotten used to climbing the wall of worry with bond yields and oil

The 10-year Treasury yield just hit its highest level since right before the Financial Crisis.

Sep 24, 2026

Warren Pies on the Fed Hike, AI Compute Demand and Stocks

Warren Pies on the Fed Hike, AI Compute Demand and Stocks

The 3Fourteen Research co-founder explains why he is overweight equities again and what could break the AI trade

Sep 24, 2026

History says investors should not fear Fed rate hikes or record highs

History says investors should not fear Fed rate hikes or record highs

The S&P 500 has a stronger track record than most assume.

Sep 23, 2026

Nancy Tengler on AI Stocks, Free Cash Flow and Bond Yields

Nancy Tengler on AI Stocks, Free Cash Flow and Bond Yields

The Laffer Tengler Investments CEO explains why she sees an early-stage bull market and which stocks she owns

Sep 23, 2026

Bitcoin is taking off and the rest of the market knows it

Bitcoin is taking off and the rest of the market knows it

Crypto has shrugged off the lack of legislative success and roared back to life.

Sep 22, 2026

iCapital's Sonali Basak on Fed Hikes, AI Debt and Where to Invest

iCapital's Sonali Basak on Fed Hikes, AI Debt and Where to Invest

The iCapital chief investment strategist talks Warsh's rate hike, AI financing risk and her favorite sectors on Full Signal.

Sep 22, 2026

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The industry-leading data newsletter documenting the story of the stock market for serious investors. Also on Bloomberg Terminals.


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