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What the 10-Year Yield Did After Rising on 18 of 24 Days
20 hours ago

What the 10-Year Yield Did After Rising on 18 of 24 Days

The 10-year has moved up this consistently only 11 other times since 1965.

Jacob Radke
Stocks One Year After the Fed Started Hiking
Sep 27, 2026

Stocks One Year After the Fed Started Hiking

The Federal Reserve raised interest rates last week for the first time since 2023.

Jacob Radke
The Worst Month of the Year
Sep 20, 2026

The Worst Month of the Year

September's reputation is deserved, but the reasons behind it are less certain.

Jacob Radke
The Treasury Tripled the Size of Its Buybacks
Sep 13, 2026

The Treasury Tripled the Size of Its Buybacks

The government owes just over $40 trillion. What that costs, why the Treasury started buying its own bonds back, and why Stanley Druckenmiller thinks it is the wrong fix.

Jacob Radke
Apple Added $4.3 Trillion Under Tim Cook
Sep 06, 2026

Apple Added $4.3 Trillion Under Tim Cook

Apple was worth $349 billion when Tim Cook became CEO and it was worth $4.66 trillion when he stepped down Monday.

Jacob Radke
Earnings Grew in Ten of Eleven Sectors
Aug 30, 2026

Earnings Grew in Ten of Eleven Sectors

A war in the Gulf and a construction boom produced most of the quarter's profit growth.

Jacob Radke
The Highest in 19 Years
Aug 23, 2026

The Highest in 19 Years

The 30-year Treasury yield is the highest it has been since 2007.

Jacob Radke
M&A and IPOs Lead Banks Higher
Aug 16, 2026

M&A and IPOs Lead Banks Higher

The six biggest U.S. banks have beaten the U.S. market.

Jacob Radke
The AI Trade That Cost $45 Billion
Aug 02, 2026

The AI Trade That Cost $45 Billion

The index finished July almost exactly where it started, yet two sides of the biggest trade of the year moved about fifty points apart.

Jacob Radke
-$5.9 Billion
Jul 26, 2026

-$5.9 Billion

Alphabet's free cash flow went negative for the first time in it's public company history. Not because the business is shrinking, but because it's spending.

Jacob Radke
The Cash Flow Handoff
Jul 12, 2026

The Cash Flow Handoff

The companies spending hundreds of billions on AI are watching their free cash flow disappear, but it's moving somewhere very specific.

Jacob Radke
What the First Half Says About the Second Half
Jul 05, 2026

What the First Half Says About the Second Half

The S&P is up 9.6% through June. In the 53 years the first half finished green, the second half followed three times out of four, averaging a 6.2% gain.

Jacob Radke
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Actionable strategies to build wealth a better way. The newsletter for discerning High Net Worth individuals, in 5 minutes a week. Written by a third gen wealth manager with $200m in AUM.

tmrw

Actionable strategies to build wealth a better way. The newsletter for discerning High Net Worth individuals, in 5 minutes a week. Written by a third gen wealth manager with $200m in AUM.

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