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Kalshi Loses Again. The Supreme Court Is Next.

Bull Bear Daily September 27, 2026
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  • Politics

Anthropic Wants to Own Its Cost Base. Apollo May Be Its Landlord.

Bull Bear Daily September 27, 2026
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Brent at $104 Says the War Premium Is Leaking. Trump’s Rejection Says Why It Isn’t Gone.

Bull Bear Daily September 27, 2026
e9ba3052-6db5-4e4e-943c-adef6ef01911
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Oura’s IPO Is 73% Insider Cashout. Is $13B Worth It?

Bull Bear Daily September 26, 2026
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UBS Wants Out of Switzerland. Should You Believe It?

Bull Bear Daily September 26, 2026
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  • Kalshi Loses Again. The Supreme Court Is Next. 8cfa0248-ecdd-42e3-8844-2d6d67e10898
    • Newsletters

    Kalshi Loses Again. The Supreme Court Is Next.

    September 27, 2026
  • Anthropic Wants to Own Its Cost Base. Apollo May Be Its Landlord. 073f84ab-631f-40ac-938f-326ad1d8b6fc
    • Politics

    Anthropic Wants to Own Its Cost Base. Apollo May Be Its Landlord.

    September 27, 2026
  • Brent at $104 Says the War Premium Is Leaking. Trump’s Rejection Says Why It Isn’t Gone. 3c8164bd-f7bc-44b6-8a73-7ad41ef2bce8
    • Newsletters

    Brent at $104 Says the War Premium Is Leaking. Trump’s Rejection Says Why It Isn’t Gone.

    September 27, 2026
  • Oura’s IPO Is 73% Insider Cashout. Is $13B Worth It? e9ba3052-6db5-4e4e-943c-adef6ef01911
    • Business

    Oura’s IPO Is 73% Insider Cashout. Is $13B Worth It?

    September 26, 2026
  • AI Infrastructure, Defense Tech, and the Magnificent Seven Reloaded – What Traders Need to Know Right Now 195aeaf8-9686-458b-abef-1dbd1147a586
    • Uncategorized

    AI Infrastructure, Defense Tech, and the Magnificent Seven Reloaded – What Traders Need to Know Right Now

    May 28, 2026
  • Energy Transition Stocks Are Surging — Here’s What the Smart Money Is Watching Right Now d0b8a28e-0a15-4449-86ec-9cb2033c33f7
    • Economy

    Energy Transition Stocks Are Surging — Here’s What the Smart Money Is Watching Right Now

    May 28, 2026
  • TLT and the Rate Hike Trade: What the Bond Market’s Options Flood Is Telling You 3b2dbe38-2dd3-468d-8232-8e3e551300dc
    • Economy

    TLT and the Rate Hike Trade: What the Bond Market’s Options Flood Is Telling You

    May 28, 2026
  • New Fed Chair, Rising Rate Hike Odds, and a Market That’s Still Near All-Time Highs — Something Has to Give 23c3e628-9b66-49e4-85b8-0c1075444546
    • Politics

    New Fed Chair, Rising Rate Hike Odds, and a Market That’s Still Near All-Time Highs — Something Has to Give

    May 28, 2026
  • Kalshi Loses Again. The Supreme Court Is Next. 8cfa0248-ecdd-42e3-8844-2d6d67e10898
    • Newsletters

    Kalshi Loses Again. The Supreme Court Is Next.

    September 27, 2026
  • Anthropic Wants to Own Its Cost Base. Apollo May Be Its Landlord. 073f84ab-631f-40ac-938f-326ad1d8b6fc
    • Politics

    Anthropic Wants to Own Its Cost Base. Apollo May Be Its Landlord.

    September 27, 2026
  • Brent at $104 Says the War Premium Is Leaking. Trump’s Rejection Says Why It Isn’t Gone. 3c8164bd-f7bc-44b6-8a73-7ad41ef2bce8
    • Newsletters

    Brent at $104 Says the War Premium Is Leaking. Trump’s Rejection Says Why It Isn’t Gone.

    September 27, 2026
  • Oura’s IPO Is 73% Insider Cashout. Is $13B Worth It? e9ba3052-6db5-4e4e-943c-adef6ef01911
    • Business

    Oura’s IPO Is 73% Insider Cashout. Is $13B Worth It?

    September 26, 2026
Kalshi Loses Again. The Supreme Court Is Next. 8cfa0248-ecdd-42e3-8844-2d6d67e10898
  • Newsletters

Kalshi Loses Again. The Supreme Court Is Next.

Bull Bear Daily September 27, 2026
Prediction markets had a brutal Friday. A federal appeals court ruled that Ohio and Tennessee can enforce...
Read More Read more about Kalshi Loses Again. The Supreme Court Is Next.
Anthropic Wants to Own Its Cost Base. Apollo May Be Its Landlord. 073f84ab-631f-40ac-938f-326ad1d8b6fc
  • Politics

Anthropic Wants to Own Its Cost Base. Apollo May Be Its Landlord.

Bull Bear Daily September 27, 2026
A 1-gigawatt lease from Apollo's Stream looks like cloud escape. The math is more complicated.
Read More Read more about Anthropic Wants to Own Its Cost Base. Apollo May Be Its Landlord.
Brent at $104 Says the War Premium Is Leaking. Trump’s Rejection Says Why It Isn’t Gone. 3c8164bd-f7bc-44b6-8a73-7ad41ef2bce8
  • Newsletters

Brent at $104 Says the War Premium Is Leaking. Trump’s Rejection Says Why It Isn’t Gone.

Bull Bear Daily September 27, 2026
Two things are true at once in the oil market this weekend, and they pull in opposite...
Read More Read more about Brent at $104 Says the War Premium Is Leaking. Trump’s Rejection Says Why It Isn’t Gone.
Oura’s IPO Is 73% Insider Cashout. Is $13B Worth It? e9ba3052-6db5-4e4e-943c-adef6ef01911
  • Business

Oura’s IPO Is 73% Insider Cashout. Is $13B Worth It?

Bull Bear Daily September 26, 2026
Strong subscription growth. But most IPO money goes to insiders, not Oura.
Read More Read more about Oura’s IPO Is 73% Insider Cashout. Is $13B Worth It?
UBS Wants Out of Switzerland. Should You Believe It? 44ccc97b-29fd-4065-ae1f-716916927edf
  • Newsletters

UBS Wants Out of Switzerland. Should You Believe It?

Bull Bear Daily September 26, 2026
Two days after Switzerland’s upper house of parliament handed UBS a defeat on capital rules, the bank’s...
Read More Read more about UBS Wants Out of Switzerland. Should You Believe It?
NEVER Sell the Next Mag 7 Stocks! cd641632-c390-46d7-a455-103d04d08f9b
  • Newsletters

NEVER Sell the Next Mag 7 Stocks!

Bull Bear Daily September 26, 2026
A note from our friends at The Oxford Club(ad) A new set of 7 AI stocks are...
Read More Read more about NEVER Sell the Next Mag 7 Stocks!
Anthropic Has Its First Profit. Now Comes the Hard Part. ed8de250-19f0-4ce4-8504-84b1e8ba035f
  • Politics

Anthropic Has Its First Profit. Now Comes the Hard Part.

Bull Bear Daily September 26, 2026
A $559 million operating gain on $10.9 billion of revenue answers one question about the AI era’s...
Read More Read more about Anthropic Has Its First Profit. Now Comes the Hard Part.
Nu Holdings Gets a Goldman Upgrade. Can Brazilian Banking Work in America? 2bde218d-ee85-44c0-9799-3a5cfc5f33d1
  • Top News

Nu Holdings Gets a Goldman Upgrade. Can Brazilian Banking Work in America?

Bull Bear Daily September 25, 2026
Goldman’s $23 target assumes cheap U.S. deposits. The economics are harder than the stock price suggests.
Read More Read more about Nu Holdings Gets a Goldman Upgrade. Can Brazilian Banking Work in America?
Bonds at 20-Year Highs: Does the 2004-2007 Map Still Work? c8d688bf-f4fb-4346-b7ca-ad6da068187d
  • Newsletters

Bonds at 20-Year Highs: Does the 2004-2007 Map Still Work?

Bull Bear Daily September 25, 2026
Thursday handed investors something rare: a dated map. The 30-year Treasury bond yield hit 5.501%, a level...
Read More Read more about Bonds at 20-Year Highs: Does the 2004-2007 Map Still Work?
Treasury Just Told You the Exit Price. Are Your Positions Sized For It? fac9f071-509a-4976-a261-51739f19aa63
  • Politics

Treasury Just Told You the Exit Price. Are Your Positions Sized For It?

Bull Bear Daily September 25, 2026
When the deepest bond market on earth shows 3.1bp of slippage on a $70 billion auction, small-cap...
Read More Read more about Treasury Just Told You the Exit Price. Are Your Positions Sized For It?

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Recent Posts

  • Kalshi Loses Again. The Supreme Court Is Next.
  • Anthropic Wants to Own Its Cost Base. Apollo May Be Its Landlord.
  • Brent at $104 Says the War Premium Is Leaking. Trump’s Rejection Says Why It Isn’t Gone.
  • Oura’s IPO Is 73% Insider Cashout. Is $13B Worth It?
  • UBS Wants Out of Switzerland. Should You Believe It?
  • NEVER Sell the Next Mag 7 Stocks!
  • Anthropic Has Its First Profit. Now Comes the Hard Part.

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Kalshi Loses Again. The Supreme Court Is Next.

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Anthropic Wants to Own Its Cost Base. Apollo May Be Its Landlord.

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Brent at $104 Says the War Premium Is Leaking. Trump’s Rejection Says Why It Isn’t Gone.

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Oura’s IPO Is 73% Insider Cashout. Is $13B Worth It?

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