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A bullish read on the markets and what you need to know. Published on Sundays, Wednesdays, and Fridays. Backed by the Wall Street Rollup.

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Latest Issues

What you Need to Know for August 26

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Welcome back!

Yesterday was a solid day in the market as rates cooled off a bit. There’s still a lot going on though, particularly with this U.S. and Canada tariff spat, Warsh speaking Friday, but most importantly, Nvidia re...

7 days ago
14

The Week Ahead - August 23rd

The Week Ahead Of Us 🔍

Welcome back!

We have a busy week ahead - don’t snooze off at work quite yet. We have Nvidia reporting this week and Fed Chair Warsh speaking at Jackson Hole Friday; but I do want to talk about a touchy subjec...

10 days ago
9

What you Need to Know for August 21

Welcome back. Well the big surprise since we last talked was Treasury Secretary Bessent’s move to double the cap on long-term buybacks from $2Bn to $4Bn from Sept 9th through November 9th. Notably, Bessent said the $4B number might be just...

12 days ago
8

What you Need to Know for August 19th

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Welcome back! This is a pretty lengthy and info-packed newsletter. We’ve been bombarded with information since we last spoke, so let’s talk oil first:

There was an attack on a ship in the Strait of Hormuz yesterday, resultin...

14 days ago
7

The Week Ahead - August 16th

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The Week Ahead Of Us 🔍

Welcome back!

Stocks were off a bit Friday, but the S&P has advanced 6.43% since the July 29th lows. One of the reasons for Friday’s weakness was preliminary consumer sentiment fe...

17 days ago
11

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Authors

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  • High Yield Harry

    Official account of High Yield Harry, making leveraged finance memes and writing about finance.

  • Evelio Silvera

    Building companies in energy & healthcare. Bullish on builders, tech, and America. Christian & Capitalist. Dad x3. \ud83c\uddfa\ud83c\uddf8 born, \ud83c\udde8\ud83c\uddfa made.

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