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Lower Interest Rates Could Be on the Horizon. Read on to get Andy's take on this.
As winter approaches, seasonality is hitting the markets as we are heading into the peak demand heating season.
The U.S. One Big Beautiful Bull Act of 2025 included a substantial increase in defense spending.
The FAA's unprecedented capacity reduction creates a binary political catalyst. Here's how to position for resolution before Thanksgiving.
Medical costs are crushing health insurers as government payments fall short. Markets are pricing continued downside volatility across managed care stocks.
A $9.7 billion partnership reveals why power infrastructure now matters more than code. IREN surged 480% by controlling what hyperscalers desperately need.
The Huggies and Kleenex maker is acquiring Kenvue in a transaction that sent shares in opposite directions on the news.
C.H. Robinson's 20% single-day surge signals something bigger: AI automation is reshaping competitive dynamics across the entire transportation sector.
Novo hijacks Pfizer's obesity biotech deal as Lilly dominates the $150B GLP-1 market. One sector profits no matter who wins.
Trade breakthrough collapses VIX, sends markets to records. Chinese stocks remain undervalued as capital rotation begins. Strategic positioning ahead of Thursday's summit.
Novartis drops $12 billion on Avidity, triggering sector-wide repricing. XBI breaks four-month range as Big Pharma's $1.5 trillion war chest targets RNA therapeutics.
Big Pharma's acquisition frenzy creates a clear winner beyond the drug makers. Here's the financial play positioned to collect fees regardless of which deals succeed.
