Lilly Beat Estimates by $1.8 Billion. The Third Raise Matters More.
Mounjaro and Zepbound topped $16B in Q3. Is it priced in?
Mounjaro and Zepbound topped $16B in Q3. Is it priced in?
The session that closed October deserves more than a recap. Disappointing tech results spurred the...
October 31, 2026 Bonus Content: 85% Odds on a December Hike Hang on One Number...
October 31, 2026 Bonus Content: Bitcoin’s $643M ETF Exodus Shows It Trades Like Nasdaq A...
A single session drained $643 million from US spot bitcoin funds, reversing four days of inflows as crypto sold off…
A four-session pattern in Nasdaq names looks like an AI capex verdict, but month-end pension flows and a midterm countdown…
The numbers alone are staggering. About $6.3 billion left Binance-associated hot wallets on October 29,...
October 30, 2026 Bonus Content: Why the Fed’s Hawks Trust the ECI More Than the...
Four sessions of tech selling and bond buying suggest a real rotation, not month-end noise.
October 29, 2026 Bonus Content: Chipotle’s 9% Jump Doesn’t Fix the Margin Problem A note...