1 day ago
FNMA surged 9% and FMCC 7% on Election Day, marking their fourth straight gain as Ackman publicly pushed for their conservatorship exit.
Ackman's Pershing Square owns more than 200 million combined shares and argues the president can release the GSEs without Congress.
Bessent set the conservatorship exit timeline at "next year, the year after," with the condition that agency mortgage spreads do not increase.
Just released. Our ***** ysts combed the entire stock market and named the ten best stocks to buy right now, and Pershing Square didn't make the cut. Enter your email to see the names that beat PS. The report is free. Enter your email and see if any of your stocks made the cut.
Fannie Mae closed at $5.56 on November 3, 2026, up 8.81%. Freddie Mac rose 6.61% to $5.00, marking the fourth straight gain for both.
#enter
Ackman's Pershing Square owns more than 200 million combined shares and argues the president can release the GSEs without Congress.
Bessent set the conservatorship exit timeline at "next year, the year after," with the condition that agency mortgage spreads do not increase.
Just released. Our ***** ysts combed the entire stock market and named the ten best stocks to buy right now, and Pershing Square didn't make the cut. Enter your email to see the names that beat PS. The report is free. Enter your email and see if any of your stocks made the cut.
Fannie Mae closed at $5.56 on November 3, 2026, up 8.81%. Freddie Mac rose 6.61% to $5.00, marking the fourth straight gain for both.
#enter
7 days ago
Frequent board commenter Solanus tracks an enormous amount of pitcher and catcher data, tabulating each game result by hand. Last year, he gave me enough insight into his spreadsheets where I was able to re-create much of the data he hand tabulates (I'm way too lazy for that!) and I wanted to peak at some of those data points and see what we could learn about the defensive side of their catching corps.
The data itself comes from a mix of sources. Statcast data for actual line-ups and game events (who pitched, who caught, which innings, etc.). Baseball reference.com for overall pitching lines for each game, and with Fangraphs because of course there has to be differences in how the data is constructed that doesn't make it easy. Team ids between sites are different. Player Ids are different. Even game Ids are different, and all three have to be brewed together to knit the data into one consistent result.
I wrote the code. The methods are all Solanus. I simply copied his logic into R code and ran it. So he gets all the credit.
I chose to query both the 2025 and 2026 seasons (you will likely understand why when I go through it). Here is the raw data, and following that some of the interesting morsels I discovered and thought about some.
2026
#data #game #solanus
The data itself comes from a mix of sources. Statcast data for actual line-ups and game events (who pitched, who caught, which innings, etc.). Baseball reference.com for overall pitching lines for each game, and with Fangraphs because of course there has to be differences in how the data is constructed that doesn't make it easy. Team ids between sites are different. Player Ids are different. Even game Ids are different, and all three have to be brewed together to knit the data into one consistent result.
I wrote the code. The methods are all Solanus. I simply copied his logic into R code and ran it. So he gets all the credit.
I chose to query both the 2025 and 2026 seasons (you will likely understand why when I go through it). Here is the raw data, and following that some of the interesting morsels I discovered and thought about some.
2026
#data #game #solanus
11 days ago
I'm 67, my husband is 69, and we've been married 38 years. We've lived in the same four-bedroom colonial for 32 of those years. It's paid off and worth $1.5 million. We have another $1.8 million in retirement accounts and savings, plus Social Security and a small pension from his old job. No debt, and our kids are on their own.
So this isn't a money problem, but we can't talk about retirement anymore without it turning into a fight. He wants to buy something for $600,000 now that we are empty-nesters, and invest the rest. He has a spreadsheet. I've seen it open on the laptop at the kitchen table at 11 p.m., with property taxes, insurance and the lawn guy all in little columns.
My spouse was awarded $90,000 from my 401(k) in our divorce. How is that fair?
'She's living the dream': My stepmother said I can buy my childhood home for $850,000. Is she taking advantage of me?
Musk says ***** eX landed a $40 billion debt deal — and forecasts doom for some AI rivals
#years #Retirement
So this isn't a money problem, but we can't talk about retirement anymore without it turning into a fight. He wants to buy something for $600,000 now that we are empty-nesters, and invest the rest. He has a spreadsheet. I've seen it open on the laptop at the kitchen table at 11 p.m., with property taxes, insurance and the lawn guy all in little columns.
My spouse was awarded $90,000 from my 401(k) in our divorce. How is that fair?
'She's living the dream': My stepmother said I can buy my childhood home for $850,000. Is she taking advantage of me?
Musk says ***** eX landed a $40 billion debt deal — and forecasts doom for some AI rivals
#years #Retirement
29 days ago
Jamie Dimon has spent much of this year warning that the bond market is a problem waiting to happen. On April 28, at a conference hosted by Norway's sovereign wealth fund, the JPMorgan Chase CEO said there would be "some kind of bond crisis," according to TheStreet.
The debt he had in mind was mostly owed by governments. But Dimon has long argued that the pain lands somewhere else.
In a 2025 Fox Business interview, he said bond market volatility hurts the people raising money, small businesses included. He admitted he could not tell whether trouble was six months or six years away. This time, he named the next group in line.
Also read: Scott Bessent just made a bold move on the bond market
Speaking on the sidelines of a JPMorgan event in London on Oct. 6, Dimon said the worldwide scramble for capital could begin to squeeze corporate borrowers, Bloomberg reported. Investors will keep asking for more, he said. At some point, that feeds into corporate debt and credit spreads.
#debt
The debt he had in mind was mostly owed by governments. But Dimon has long argued that the pain lands somewhere else.
In a 2025 Fox Business interview, he said bond market volatility hurts the people raising money, small businesses included. He admitted he could not tell whether trouble was six months or six years away. This time, he named the next group in line.
Also read: Scott Bessent just made a bold move on the bond market
Speaking on the sidelines of a JPMorgan event in London on Oct. 6, Dimon said the worldwide scramble for capital could begin to squeeze corporate borrowers, Bloomberg reported. Investors will keep asking for more, he said. At some point, that feeds into corporate debt and credit spreads.
#debt
1 month ago
JPMorgan Chase (JPM) CEO Jamie Dimon sharpened his warning about the risks of a global bond sell-off on Tuesday, saying the world's massive competition for capital could begin squeezing corporate borrowers.
Dimon warned that the combination of rising government borrowing costs and spending on the AI boom could spill into corporate credit markets, pushing up the costs for companies to refinance or raise new debt.
"There will be a point where the market will ask for more and more and more, and yeah, at one point that'll feed into corporate debt, corporate credit spreads, and things like that, which is how it normally happens," Dimon said in a Bloomberg interview on the sidelines of a JPMorgan event in London.
"The best thing to do with any of these things is deal with it before it becomes a crisis. If it becomes a crisis, we will deal with it. It just will be in a much less pleasant way," he added.
The warning comes as a global rout in bonds has pushed longer-term borrowing costs sharply higher in recent weeks, with the benchmark US 10-year Treasury yield recently surpassing heights not seen since 2002.
#credit
Dimon warned that the combination of rising government borrowing costs and spending on the AI boom could spill into corporate credit markets, pushing up the costs for companies to refinance or raise new debt.
"There will be a point where the market will ask for more and more and more, and yeah, at one point that'll feed into corporate debt, corporate credit spreads, and things like that, which is how it normally happens," Dimon said in a Bloomberg interview on the sidelines of a JPMorgan event in London.
"The best thing to do with any of these things is deal with it before it becomes a crisis. If it becomes a crisis, we will deal with it. It just will be in a much less pleasant way," he added.
The warning comes as a global rout in bonds has pushed longer-term borrowing costs sharply higher in recent weeks, with the benchmark US 10-year Treasury yield recently surpassing heights not seen since 2002.
#credit
1 month ago
Meghan Markle is reportedly taking a strategic approach to As Ever's latest holiday launch after facing setbacks with previous products. The brand founder recently unveiled her first-ever Holiday Advent Calendar in collaboration with Compartés. Priced at $148, the festive box has reportedly generated excitement for Markle, though sources claim she is being particularly calculated with the new release.
Meghan Markle is reportedly "trying to be strategic" with the launch of As Ever's new Holiday Advent Calendar. The official As Ever page recently shared a photo of the festive box, captioning the post, "A little holiday magic is on its way. 24 days of sweet surprises, made for the joy of anticipation."
The Advent Calendar features 24 handcrafted chocolates housed in a designer box inspired by Markle's home and garden in Montecito. The holiday offering is a collaboration with Los Angeles-based chocolatier Compartes, with the chocolates incorporating flavors from As Ever's signature spreads, including strawberry, blackberry, raspberry, and orange marmalade.
Each piece also features a countdown number written in Markle's handwriting and is hand-painted with edible gold **** er. For now, the Advent Calendar is available exclusively for pre-order. A source told Star Magazine that Markle is a fan of delicious, high-quality chocolate.
However, the source noted that advent calendars often contain chocolate that is not particularly high quality. With her latest offering, Markle allegedly believes she has created something "beautiful and festive."
#calendar #latest
Meghan Markle is reportedly "trying to be strategic" with the launch of As Ever's new Holiday Advent Calendar. The official As Ever page recently shared a photo of the festive box, captioning the post, "A little holiday magic is on its way. 24 days of sweet surprises, made for the joy of anticipation."
The Advent Calendar features 24 handcrafted chocolates housed in a designer box inspired by Markle's home and garden in Montecito. The holiday offering is a collaboration with Los Angeles-based chocolatier Compartes, with the chocolates incorporating flavors from As Ever's signature spreads, including strawberry, blackberry, raspberry, and orange marmalade.
Each piece also features a countdown number written in Markle's handwriting and is hand-painted with edible gold **** er. For now, the Advent Calendar is available exclusively for pre-order. A source told Star Magazine that Markle is a fan of delicious, high-quality chocolate.
However, the source noted that advent calendars often contain chocolate that is not particularly high quality. With her latest offering, Markle allegedly believes she has created something "beautiful and festive."
#calendar #latest
2 months ago
Marathon Petroleum Corporation (NYSE:MPC) has substantially outperformed the wider market this year, supported by an unusually sharp surge in global refining margins as the prolonged Iran crisis has significantly tightened global refining capacity and reduced supplies of gasoline, diesel, and jet fuel.
With Marathon up by over 150% since the beginning of 2026, there are now concerns that the stock may have topped out. However, the ****** ysts over at Morgan Stanley are convinced that the rally still has further room to run. On September 14, Morgan Stanley ****** yst Joe Laetsch significantly raised the firm's price target on MPC from $265 to $453, while reaffirming an 'Overweight' rating on the shares.
The target boost reflects an upside of over 9% from the current price level and even exceeds the stock's record high of just under $411 per share achieved earlier this month. The Morgan Stanley update comes amid broader Wall Street optimism surrounding the American refining giant, with ****** ysts from Raymon James, UBS, and several others also improving their respective outlooks on MPC.
Morgan Stanley's vote of confidence suggests that Wall Street expects the ongoing refining upcycle to last longer than previously expected, especially given the fresh wave of attacks between Washington and Tehran. Even if the conflict in the Middle East subsides, the region's refined fuel output is expected to remain relatively tight, since the damaged or idled refineries in the Middle East are likely to take some time to return to full operations.
As the largest refiner by volume in the United States, Marathon has significant operating leverage to capitalize on the current high-margin environment. The company already demonstrated its ability to translate the high crack spreads into material earnings when it delivered an almost fourfold increase in profits in the second quarter.
#morgan #marathon #stanley #middle
With Marathon up by over 150% since the beginning of 2026, there are now concerns that the stock may have topped out. However, the ****** ysts over at Morgan Stanley are convinced that the rally still has further room to run. On September 14, Morgan Stanley ****** yst Joe Laetsch significantly raised the firm's price target on MPC from $265 to $453, while reaffirming an 'Overweight' rating on the shares.
The target boost reflects an upside of over 9% from the current price level and even exceeds the stock's record high of just under $411 per share achieved earlier this month. The Morgan Stanley update comes amid broader Wall Street optimism surrounding the American refining giant, with ****** ysts from Raymon James, UBS, and several others also improving their respective outlooks on MPC.
Morgan Stanley's vote of confidence suggests that Wall Street expects the ongoing refining upcycle to last longer than previously expected, especially given the fresh wave of attacks between Washington and Tehran. Even if the conflict in the Middle East subsides, the region's refined fuel output is expected to remain relatively tight, since the damaged or idled refineries in the Middle East are likely to take some time to return to full operations.
As the largest refiner by volume in the United States, Marathon has significant operating leverage to capitalize on the current high-margin environment. The company already demonstrated its ability to translate the high crack spreads into material earnings when it delivered an almost fourfold increase in profits in the second quarter.
#morgan #marathon #stanley #middle
2 months ago
On September 15, Digital Realty (NYSE:DLR) made ServiceFabric MCP available, a software layer that lets AI agents design, monitor and troubleshoot network connections across more than 800 data centers, including third-party sites. That nudges a real estate company toward becoming a control panel for enterprise AI. It arrives after second quarter results reported on July 23, when Core FFO per share, the company's preferred earnings yardstick, excluding net promote rose to $2.13 from $1.87 a year earlier. Here is what the launch does, and what it has yet to prove.
The pitch is that enterprise AI needs more than servers. It needs power, cooling, and sovereign placement that software can control. ServiceFabric MCP handles four jobs: designing and provisioning connections, spotting capacity and watching live network health, managing access through OAuth 2, and handing troubleshooting to agents with links into chat and monitoring tools. It is also open by design. Customers do not have to live only in Digital Realty buildings or commit to a single AI model. An IDC research VP argues that public cloud interfaces alone cannot give enterprises enough control over data movement and policy, which favors providers that pair global reach with programmable interconnection. Digital Realty runs the system on its own AI workloads, and See All AI, a medical imaging developer, leans on the Boston campus and ServiceFabric to move large datasets quickly and securely.
The financial engine underneath is running hot. Renewal leases in the second quarter were signed at rates 25.4% higher on a cash basis, which shows customers will pay more to stay put. Signed leases waiting to start added up to a $1.9 billion backlog of annualized base rent at 100% share, so future revenue is already lined up. Management responded by lifting its 2026 Core FFO per share outlook, excluding net promote, to $8.15 to $8.20.
Start with what the launch has not shown yet. Digital Realty itself calls MCP an emerging standard, and ServiceFabric MCP is still being validated across internal, enterprise, and partner deployments. The announcement puts no dollar figure on what it could add to revenue, and the company describes it only as the first programmable surface of a larger architecture that may later stretch into ***** e, power and inventory. Until customers pay for this layer, it is a promising idea more than a line item.
Then there is the bill for the physical side. Digital Realty carried about $18.6 billion of debt at June 30, 2026, and its 2026 development spending outlook, net of partner contributions, now sits at $4.25 billion to $4.75 billion. The outlook also ***** umes new long-term debt priced at 4.5% to 5.5%, up from the earlier 4.0% to 4.5%. To help pay for growth, the company has sold roughly 13.5 million shares this year for about $2.5 billion, which spreads future earnings across more owners. And the quarter's headline flattered a bit: Core FFO per share of $2.65 included a $18
The pitch is that enterprise AI needs more than servers. It needs power, cooling, and sovereign placement that software can control. ServiceFabric MCP handles four jobs: designing and provisioning connections, spotting capacity and watching live network health, managing access through OAuth 2, and handing troubleshooting to agents with links into chat and monitoring tools. It is also open by design. Customers do not have to live only in Digital Realty buildings or commit to a single AI model. An IDC research VP argues that public cloud interfaces alone cannot give enterprises enough control over data movement and policy, which favors providers that pair global reach with programmable interconnection. Digital Realty runs the system on its own AI workloads, and See All AI, a medical imaging developer, leans on the Boston campus and ServiceFabric to move large datasets quickly and securely.
The financial engine underneath is running hot. Renewal leases in the second quarter were signed at rates 25.4% higher on a cash basis, which shows customers will pay more to stay put. Signed leases waiting to start added up to a $1.9 billion backlog of annualized base rent at 100% share, so future revenue is already lined up. Management responded by lifting its 2026 Core FFO per share outlook, excluding net promote, to $8.15 to $8.20.
Start with what the launch has not shown yet. Digital Realty itself calls MCP an emerging standard, and ServiceFabric MCP is still being validated across internal, enterprise, and partner deployments. The announcement puts no dollar figure on what it could add to revenue, and the company describes it only as the first programmable surface of a larger architecture that may later stretch into ***** e, power and inventory. Until customers pay for this layer, it is a promising idea more than a line item.
Then there is the bill for the physical side. Digital Realty carried about $18.6 billion of debt at June 30, 2026, and its 2026 development spending outlook, net of partner contributions, now sits at $4.25 billion to $4.75 billion. The outlook also ***** umes new long-term debt priced at 4.5% to 5.5%, up from the earlier 4.0% to 4.5%. To help pay for growth, the company has sold roughly 13.5 million shares this year for about $2.5 billion, which spreads future earnings across more owners. And the quarter's headline flattered a bit: Core FFO per share of $2.65 included a $18
2 months ago
If you're trying to choose between the Vanguard S&P 500 ETF (NYSEMKT: VOO) and the State Street SPDR S&P 500 ETF (NYSEMKT: SPY), it might seem they're essentially interchangeable. They're both huge and track the same index.
At a high level, that's probably true. But if you want to dive deep and get picky, a few factors set them apart.
Missed AI's "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our **** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
The State Street SPDR S&P 500 ETF has an expense ratio of 0.0945%. The Vanguard S&P 500 ETF charges just 0.03%. Given that the index has historically returned about 10% per year, this fee difference may seem immaterial. But I will take any advantage I can get.
Because of their sizes, trading spreads (the difference between the buying (ask) price and the selling (bid) price of a stock) are virtually nothing, so spreads aren't really a consideration here. But if you can own the exact same index for a third of the cost, why not?
#index #same
At a high level, that's probably true. But if you want to dive deep and get picky, a few factors set them apart.
Missed AI's "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our **** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
The State Street SPDR S&P 500 ETF has an expense ratio of 0.0945%. The Vanguard S&P 500 ETF charges just 0.03%. Given that the index has historically returned about 10% per year, this fee difference may seem immaterial. But I will take any advantage I can get.
Because of their sizes, trading spreads (the difference between the buying (ask) price and the selling (bid) price of a stock) are virtually nothing, so spreads aren't really a consideration here. But if you can own the exact same index for a third of the cost, why not?
#index #same
2 months ago
Markets have a familiar reflex when fear spreads through technology stocks. Investors wait to hear what Jim Cramer thinks.
This week, the fear did not come from a short seller or a regulator. It came from inside the AI industry itself, from one of its own leaders.
Cramer said Wednesday, Sept. 16, that he won't back away from the AI trade, according to CNBC. That comes despite a weekend essay from a top AI executive arguing that the technology is moving too fast.
He predicted spending on AI infrastructure will keep climbing, because the industry's two biggest labs are already turning that spending into real revenue. There's too much money at stake for them to stop now, the "Mad Money" host said.
The warning that shook markets came from Anthropic CEO Dario Amodei, not from a critic outside the industry. In an essay ****** led "We Must Pace the Frontier," Amodei wrote that we must slow the pace at which we improve the capabilities of AI models.
#markets #pace #came
This week, the fear did not come from a short seller or a regulator. It came from inside the AI industry itself, from one of its own leaders.
Cramer said Wednesday, Sept. 16, that he won't back away from the AI trade, according to CNBC. That comes despite a weekend essay from a top AI executive arguing that the technology is moving too fast.
He predicted spending on AI infrastructure will keep climbing, because the industry's two biggest labs are already turning that spending into real revenue. There's too much money at stake for them to stop now, the "Mad Money" host said.
The warning that shook markets came from Anthropic CEO Dario Amodei, not from a critic outside the industry. In an essay ****** led "We Must Pace the Frontier," Amodei wrote that we must slow the pace at which we improve the capabilities of AI models.
#markets #pace #came
2 months ago
Owning a $400,000 Villages home costs owners roughly 4.5% annually in forgone investment income alone, before taxes, insurance, or CDD bond payments.
Annual rentals run between $2,200 and $3,000 a month, but renting beats owning only for stays under eight years once all costs are counted.
A 75-year-old facing a forced sale in a narrow buyer pool at 3.98 million existing home sales risks losing the flexibility a lease ending provides.
Two retirees, same $1 million, same 4% rule, buy one finished with $1.4 million, the other hit $0 in 12 years. Our free reader guide explains the flaw that separated them, and the income-first method built to avoid it.
At the end of the day, renting versus buying in The Villages comes down to one thing: math. More owners are running the numbers and finding that renting wins on the spreadsheet, so here is what the comparison actually looks like when every line is filled in.
#income
Annual rentals run between $2,200 and $3,000 a month, but renting beats owning only for stays under eight years once all costs are counted.
A 75-year-old facing a forced sale in a narrow buyer pool at 3.98 million existing home sales risks losing the flexibility a lease ending provides.
Two retirees, same $1 million, same 4% rule, buy one finished with $1.4 million, the other hit $0 in 12 years. Our free reader guide explains the flaw that separated them, and the income-first method built to avoid it.
At the end of the day, renting versus buying in The Villages comes down to one thing: math. More owners are running the numbers and finding that renting wins on the spreadsheet, so here is what the comparison actually looks like when every line is filled in.
#income
2 months ago
Hub Group, Inc. (NASDAQ:HUBG) disclosed on September 14 that preliminary, unaudited first-half 2026 revenue was expected to reach $1.7 billion to $1.8 billion, near management's expectations. Yet management anticipated an operating loss before one-time charges. This non-GAAP presentation excludes those charges, but neither the loss nor the exclusions were quantified.
Hub Group, Inc. (NASDAQ:HUBG) identified higher fuel, rail, and drayage costs, excess warehouse capacity, and accounting-review and restatement expenses. The central issue is whether pricing and efficiency improvements can restore profitability on the revenue already moving through the business.
Hub Group, Inc. (NASDAQ:HUBG) began implementing rate increases in the third quarter, after transportation costs had pressured first-half results. Relatively stable intermodal volume trends suggest an existing customer base on which better pricing could improve margins. If increases hold without significant volume losses, revenue could become more profitable without requiring a broad freight recovery.
Hub Group, Inc. (NASDAQ:HUBG) also launched additional efficiency initiatives in the second quarter, including warehouse consolidation and improvements in driver and warehouse-worker productivity. These actions address specific weaknesses: underused ***** e spreads fixed costs across fewer orders, while low productivity raises the cost of each shipment or handling task. Better utilization could reinforce the benefit of higher rates.
Hub Group, Inc. (NASDAQ:HUBG) is also targeting order-to-cash processes, which cover the steps from taking orders through billing and collection. Improvements could reduce administrative friction and accelerate cash collection. That would support liquidity while operational changes take effect, although faster collections alone would not repair an operating loss.
#improvements #better
Hub Group, Inc. (NASDAQ:HUBG) identified higher fuel, rail, and drayage costs, excess warehouse capacity, and accounting-review and restatement expenses. The central issue is whether pricing and efficiency improvements can restore profitability on the revenue already moving through the business.
Hub Group, Inc. (NASDAQ:HUBG) began implementing rate increases in the third quarter, after transportation costs had pressured first-half results. Relatively stable intermodal volume trends suggest an existing customer base on which better pricing could improve margins. If increases hold without significant volume losses, revenue could become more profitable without requiring a broad freight recovery.
Hub Group, Inc. (NASDAQ:HUBG) also launched additional efficiency initiatives in the second quarter, including warehouse consolidation and improvements in driver and warehouse-worker productivity. These actions address specific weaknesses: underused ***** e spreads fixed costs across fewer orders, while low productivity raises the cost of each shipment or handling task. Better utilization could reinforce the benefit of higher rates.
Hub Group, Inc. (NASDAQ:HUBG) is also targeting order-to-cash processes, which cover the steps from taking orders through billing and collection. Improvements could reduce administrative friction and accelerate cash collection. That would support liquidity while operational changes take effect, although faster collections alone would not repair an operating loss.
#improvements #better
2 months ago
On August 5, Kinetik Holdings Inc. (NYSE:KNTK) reported the strongest quarterly results in company history and raised its full-year 2026 guidance. The Permian-focused midstream operator posted net income, including noncontrolling interest, of $123.1 million for the quarter ended June 30, while Adjusted EBITDA climbed to $280.8 million. Management didn't stop at celebrating the number. It used the quarter as the launchpad for a string of expansion decisions that stretch out to 2028.
The Midstream Logistics segment, Kinetik's largest, grew Adjusted EBITDA 35% year over year to $204.8 million in the second quarter, even though processed natural gas volumes held flat at 1.74 Bcf/d. That flat number actually undersells the quarter. It came despite roughly 250 million cubic feet per day of gas that had been shut in because of weak Waha-area pricing, with stronger natural gas liquid recoveries, condensate yields, and favorable commodity spreads carrying the segment instead.
Management is betting the growth continues well past 2026. In May, Kinetik reached a final investment decision on Kings Landing II, a roughly $260 million project that will lift sour gas processing capacity across the company's Delaware North complex above 700 MMcf/d and push total system capacity to 2.7 Bcf/d when it comes online in mid-2028, earlier than previously communicated. The ECCC Pipeline, which links the system's northern and southern halves between Eddy and Culberson Counties, is now in service, and right-of-way work has already begun on a follow-on expansion for 2027.
Kinetik also locked in new firm Gulf Coast access for residue gas starting in 2027 and signed fresh natural gas liquids transport agreements, both aimed at getting better prices for the gas it moves. On the back of that momentum, Kinetik raised its full-year 2026 Adjusted EBITDA guidance to a range of $1.04 billion to $1.1 billion, a 7% ***** p from the guidance it issued in February.
Not every part of the business is moving in the same direction. The Pipeline Transportation segment posted Adjusted EBITDA of $83.0 million in the quarter, down 14% year over year, a decline the company attributes to last year's divestiture of its equity stake in EPIC Crude Holdings. That sale removed a source of cash flow the rest of the business now has to make up for. Kinetik also expects gas curtailments to keep running at an average of 25 million cubic feet per day through the second half of 2026, on top of the Waha-driven shut-ins that already weighed on the quarter. Its own pricing ***** umptions underline the regional problem: the company is now modeling Waha Hub natural gas at negative $0.26 per MMBtu for the full year, meaning gas in parts of the Permian is priced so low that moving it out of the basin is the whole game.
#quarter
The Midstream Logistics segment, Kinetik's largest, grew Adjusted EBITDA 35% year over year to $204.8 million in the second quarter, even though processed natural gas volumes held flat at 1.74 Bcf/d. That flat number actually undersells the quarter. It came despite roughly 250 million cubic feet per day of gas that had been shut in because of weak Waha-area pricing, with stronger natural gas liquid recoveries, condensate yields, and favorable commodity spreads carrying the segment instead.
Management is betting the growth continues well past 2026. In May, Kinetik reached a final investment decision on Kings Landing II, a roughly $260 million project that will lift sour gas processing capacity across the company's Delaware North complex above 700 MMcf/d and push total system capacity to 2.7 Bcf/d when it comes online in mid-2028, earlier than previously communicated. The ECCC Pipeline, which links the system's northern and southern halves between Eddy and Culberson Counties, is now in service, and right-of-way work has already begun on a follow-on expansion for 2027.
Kinetik also locked in new firm Gulf Coast access for residue gas starting in 2027 and signed fresh natural gas liquids transport agreements, both aimed at getting better prices for the gas it moves. On the back of that momentum, Kinetik raised its full-year 2026 Adjusted EBITDA guidance to a range of $1.04 billion to $1.1 billion, a 7% ***** p from the guidance it issued in February.
Not every part of the business is moving in the same direction. The Pipeline Transportation segment posted Adjusted EBITDA of $83.0 million in the quarter, down 14% year over year, a decline the company attributes to last year's divestiture of its equity stake in EPIC Crude Holdings. That sale removed a source of cash flow the rest of the business now has to make up for. Kinetik also expects gas curtailments to keep running at an average of 25 million cubic feet per day through the second half of 2026, on top of the Waha-driven shut-ins that already weighed on the quarter. Its own pricing ***** umptions underline the regional problem: the company is now modeling Waha Hub natural gas at negative $0.26 per MMBtu for the full year, meaning gas in parts of the Permian is priced so low that moving it out of the basin is the whole game.
#quarter
2 months ago
With the market coming into a seasonally weak time of year, Bear Call Spreads could be an interesting trade to consider.
A bear call spread is a type of vertical spread, meaning that two options within the same expiry month are being traded.
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#spread #option #bear #call
A bear call spread is a type of vertical spread, meaning that two options within the same expiry month are being traded.
Adobe Stock is Dirt Cheap After Its Recent Results - What's the Best Way to Play ADBE?
Why Wall Street Could Be Pricing This GE Stock Option Spread Incorrectly
Unusual Out-of-the-Money Put Option Volume in Amazon Shows Investors Bullish on AMZN
#spread #option #bear #call
2 months ago
Browsing through the available strike selections for month-of-October bull call spreads, it's impossible to ignore one glaring idea for GE Aerospace (GE). With a maximum payout of 222.58% in exchange for a net debit (cash outlay) of $310, the risk-reward profile seems unusually favorable. Of course, Wall Street isn't in the business of giving traders a free lunch — and that's where the problem with GE stock lies.
While the breakeven price of $333.10 represents "only" a 5% lift from the current spot price, the implied probability of this threshold (derived from the Black-Scholes family of calculations) sits at 29.6%. Again, that's just to break even. If you want to be fully profitable, GE Aerospace stock must trigger the $340 second-leg strike price.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
What Old-School Chart **** ysis and Gamma Exposure Tell Us About QQQ This Fed Week
Unusually High Volume in Deep Out-of-the-Money Vertiv Call Options Shows Investors Bullish on VRT
#price #call #unusually #browsing
While the breakeven price of $333.10 represents "only" a 5% lift from the current spot price, the implied probability of this threshold (derived from the Black-Scholes family of calculations) sits at 29.6%. Again, that's just to break even. If you want to be fully profitable, GE Aerospace stock must trigger the $340 second-leg strike price.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
What Old-School Chart **** ysis and Gamma Exposure Tell Us About QQQ This Fed Week
Unusually High Volume in Deep Out-of-the-Money Vertiv Call Options Shows Investors Bullish on VRT
#price #call #unusually #browsing
2 months ago
Adobe Systems (ADBE) reported strong revenue and free cash flow results for fiscal Q3 on Sept. 10. Free cash flow (FCF) margins were over 40% over the past year. ADBE stock is dirt cheap now at less than 10x earnings and 10x trailing 12-month (TTM) FCF. As a result, shorting ADBE puts and put credit spreads work well for value investors.
ADBE closed at $265.60 on Monday, Sept. 14, up from a recent trough of $248.83 on Sept. 10 before the earnings release. However, the chart below from Barchart shows ADBE has been flat for the past month and a half.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
What Old-School Chart ****** ysis and Gamma Exposure Tell Us About QQQ This Fed Week
Unusually High Volume in Deep Out-of-the-Money Vertiv Call Options Shows Investors Bullish on VRT
#week #cash #flow
ADBE closed at $265.60 on Monday, Sept. 14, up from a recent trough of $248.83 on Sept. 10 before the earnings release. However, the chart below from Barchart shows ADBE has been flat for the past month and a half.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
What Old-School Chart ****** ysis and Gamma Exposure Tell Us About QQQ This Fed Week
Unusually High Volume in Deep Out-of-the-Money Vertiv Call Options Shows Investors Bullish on VRT
#week #cash #flow
2 months ago
Adobe Systems (ADBE) reported strong revenue and free cash flow results for fiscal Q3 on Sept. 10. Free cash flow (FCF) margins were over 40% over the past year. ADBE stock is dirt cheap now at less than 10x earnings and 10x trailing 12-month (TTM) FCF. As a result, shorting ADBE puts and put credit spreads work well for value investors.
ADBE closed at $265.60 on Monday, Sept. 14, up from a recent trough of $248.83 on Sept. 10 before the earnings release. However, the chart below from Barchart shows ADBE has been flat for the past month and a half.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
What Old-School Chart ****** ysis and Gamma Exposure Tell Us About QQQ This Fed Week
Unusually High Volume in Deep Out-of-the-Money Vertiv Call Options Shows Investors Bullish on VRT
#investors #cash #flow #past
ADBE closed at $265.60 on Monday, Sept. 14, up from a recent trough of $248.83 on Sept. 10 before the earnings release. However, the chart below from Barchart shows ADBE has been flat for the past month and a half.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
What Old-School Chart ****** ysis and Gamma Exposure Tell Us About QQQ This Fed Week
Unusually High Volume in Deep Out-of-the-Money Vertiv Call Options Shows Investors Bullish on VRT
#investors #cash #flow #past
2 months ago
On August 5, Kinetik Holdings Inc. (NYSE:KNTK) reported the strongest quarterly results in company history and raised its full-year 2026 guidance. The Permian-focused midstream operator posted net income, including noncontrolling interest, of $123.1 million for the quarter ended June 30, while Adjusted EBITDA climbed to $280.8 million. Management didn't stop at celebrating the number. It used the quarter as the launchpad for a string of expansion decisions that stretch out to 2028.
The Midstream Logistics segment, Kinetik's largest, grew Adjusted EBITDA 35% year over year to $204.8 million in the second quarter, even though processed natural gas volumes held flat at 1.74 Bcf/d. That flat number actually undersells the quarter. It came despite roughly 250 million cubic feet per day of gas that had been shut in because of weak Waha-area pricing, with stronger natural gas liquid recoveries, condensate yields, and favorable commodity spreads carrying the segment instead.
Management is betting the growth continues well past 2026. In May, Kinetik reached a final investment decision on Kings Landing II, a roughly $260 million project that will lift sour gas processing capacity across the company's Delaware North complex above 700 MMcf/d and push total system capacity to 2.7 Bcf/d when it comes online in mid-2028, earlier than previously communicated. The ECCC Pipeline, which links the system's northern and southern halves between Eddy and Culberson Counties, is now in service, and right-of-way work has already begun on a follow-on expansion for 2027.
Kinetik also locked in new firm Gulf Coast access for residue gas starting in 2027 and signed fresh natural gas liquids transport agreements, both aimed at getting better prices for the gas it moves. On the back of that momentum, Kinetik raised its full-year 2026 Adjusted EBITDA guidance to a range of $1.04 billion to $1.1 billion, a 7% ***** p from the guidance it issued in February.
Not every part of the business is moving in the same direction. The Pipeline Transportation segment posted Adjusted EBITDA of $83.0 million in the quarter, down 14% year over year, a decline the company attributes to last year's divestiture of its equity stake in EPIC Crude Holdings. That sale removed a source of cash flow the rest of the business now has to make up for. Kinetik also expects gas curtailments to keep running at an average of 25 million cubic feet per day through the second half of 2026, on top of the Waha-driven shut-ins that already weighed on the quarter. Its own pricing ***** umptions underline the regional problem: the company is now modeling Waha Hub natural gas at negative $0.26 per MMBtu for the full year, meaning gas in parts of the Permian is priced so low that moving it out of the basin is the whole game.
#natural
The Midstream Logistics segment, Kinetik's largest, grew Adjusted EBITDA 35% year over year to $204.8 million in the second quarter, even though processed natural gas volumes held flat at 1.74 Bcf/d. That flat number actually undersells the quarter. It came despite roughly 250 million cubic feet per day of gas that had been shut in because of weak Waha-area pricing, with stronger natural gas liquid recoveries, condensate yields, and favorable commodity spreads carrying the segment instead.
Management is betting the growth continues well past 2026. In May, Kinetik reached a final investment decision on Kings Landing II, a roughly $260 million project that will lift sour gas processing capacity across the company's Delaware North complex above 700 MMcf/d and push total system capacity to 2.7 Bcf/d when it comes online in mid-2028, earlier than previously communicated. The ECCC Pipeline, which links the system's northern and southern halves between Eddy and Culberson Counties, is now in service, and right-of-way work has already begun on a follow-on expansion for 2027.
Kinetik also locked in new firm Gulf Coast access for residue gas starting in 2027 and signed fresh natural gas liquids transport agreements, both aimed at getting better prices for the gas it moves. On the back of that momentum, Kinetik raised its full-year 2026 Adjusted EBITDA guidance to a range of $1.04 billion to $1.1 billion, a 7% ***** p from the guidance it issued in February.
Not every part of the business is moving in the same direction. The Pipeline Transportation segment posted Adjusted EBITDA of $83.0 million in the quarter, down 14% year over year, a decline the company attributes to last year's divestiture of its equity stake in EPIC Crude Holdings. That sale removed a source of cash flow the rest of the business now has to make up for. Kinetik also expects gas curtailments to keep running at an average of 25 million cubic feet per day through the second half of 2026, on top of the Waha-driven shut-ins that already weighed on the quarter. Its own pricing ***** umptions underline the regional problem: the company is now modeling Waha Hub natural gas at negative $0.26 per MMBtu for the full year, meaning gas in parts of the Permian is priced so low that moving it out of the basin is the whole game.
#natural
2 months ago
KCHP launched September 15, 2026 on NYSE Arca, giving U.S. investors a single-ticker bet on South Korean semiconductor companies at a 0.65% expense ratio.
Unlike broad Korea funds EWY and FLKR or global chip ETFs SOXX and SMH, KCHP targets only Korean chipmakers but charges more than all of them.
With just one day of trading history and likely wide bid-ask spreads, KCHP carries real liquidity risk on top of concentrated memory-chip exposure.
Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor)
The specific index the fund tracks, the method used to weight the holdings (for example, by market value or a capped scheme to prevent one stock from dominating), and the exact number of positions were not spelled out in the data available for this article. Those details sit in the prospectus filed with the SEC, which investors should consult directly.
#korea
Unlike broad Korea funds EWY and FLKR or global chip ETFs SOXX and SMH, KCHP targets only Korean chipmakers but charges more than all of them.
With just one day of trading history and likely wide bid-ask spreads, KCHP carries real liquidity risk on top of concentrated memory-chip exposure.
Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor)
The specific index the fund tracks, the method used to weight the holdings (for example, by market value or a capped scheme to prevent one stock from dominating), and the exact number of positions were not spelled out in the data available for this article. Those details sit in the prospectus filed with the SEC, which investors should consult directly.
#korea
2 months ago
Oil futures have been rising, but recently hit a peak. ConocoPhillips (COP) reported strong Q2 earnings on Aug. 6, and COP stock may be fairly valued. However, shorting COP puts and vertical put credit spreads are attractive alternatives for value investors.
COP closed at $137.35 on Friday, Sept. 11, a recent three-, six-, and 12-month peak. That followed WTI Oct. futures contract (CLV26) spiking above $104 late Thursday, Sept. 10.
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The market clearly believes that Conoco's Q3 earnings and cash flow will be strong, given how high oil and gas prices have been this quarter. Barchart's CLV26 chart below shows the recent peak in oil futures.
Oil has been rising due to ongoing tensions and kinetic action between the U.S. and Iran, as well as in other areas in the Middle East where oil is transported.
#sept
COP closed at $137.35 on Friday, Sept. 11, a recent three-, six-, and 12-month peak. That followed WTI Oct. futures contract (CLV26) spiking above $104 late Thursday, Sept. 10.
Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now!
The market clearly believes that Conoco's Q3 earnings and cash flow will be strong, given how high oil and gas prices have been this quarter. Barchart's CLV26 chart below shows the recent peak in oil futures.
Oil has been rising due to ongoing tensions and kinetic action between the U.S. and Iran, as well as in other areas in the Middle East where oil is transported.
#sept
2 months ago
The Kentucky Wildcats seemed very likely to cover the spread as they took a 17-13 lead into the break against the Alabama Crimson Tide in Week 2 action. The second half didn't bode well for the Cats, or those who put a few bucks on them to cover the double-digit spread. Kentucky was outscored 18-0 in the third quarter and then 14-0 in the fourth quarter. The final score was 45-17 Alabama.
Despite the final total, the Cats should've still held their head high, having limited Keelon Russell to 188 yards and one touchdown and forcing him into two interceptions. Kentucky defensive tackle Tavion Gadson had one of the best games of his career as well. Ultimately, the Cats failed to cover as they closed as an 8.5-point home underdog, with the Over (46.5) cashing as well. They did cover in their Week 1 45-13 throttling of Youngstown State.
Now, the spread is live for the Cats' Week 3 foe, as they take the trip to College Station to face the top-ten Texas A&M Aggies. Kentucky has opened as a 14.5-point underdog, which could be seen as a surprise given how Week 2 concluded. Here are the opening spreads for all the SEC games this upcoming weekend.
The Aggies crushed Missouri State 50-0 in Week 1 and then edged Arizona State 48-20 in Week 2, forcing former Kentucky starting quarterback Cutter Boley into two interceptions. Boley ended with 254 yards and 2 touchdowns.
For Kentucky, slowing down Aggies' quarterback Marcel Reed is going to be a challenge, as will be covering the spread. The Aggies come into this one 2-0 against the spread (ATS), having closed as a favorite of at each two touchdowns in each contest.
#alabama
Despite the final total, the Cats should've still held their head high, having limited Keelon Russell to 188 yards and one touchdown and forcing him into two interceptions. Kentucky defensive tackle Tavion Gadson had one of the best games of his career as well. Ultimately, the Cats failed to cover as they closed as an 8.5-point home underdog, with the Over (46.5) cashing as well. They did cover in their Week 1 45-13 throttling of Youngstown State.
Now, the spread is live for the Cats' Week 3 foe, as they take the trip to College Station to face the top-ten Texas A&M Aggies. Kentucky has opened as a 14.5-point underdog, which could be seen as a surprise given how Week 2 concluded. Here are the opening spreads for all the SEC games this upcoming weekend.
The Aggies crushed Missouri State 50-0 in Week 1 and then edged Arizona State 48-20 in Week 2, forcing former Kentucky starting quarterback Cutter Boley into two interceptions. Boley ended with 254 yards and 2 touchdowns.
For Kentucky, slowing down Aggies' quarterback Marcel Reed is going to be a challenge, as will be covering the spread. The Aggies come into this one 2-0 against the spread (ATS), having closed as a favorite of at each two touchdowns in each contest.
#alabama
2 months ago
Dave Ramsey told caller Hazel her secret teen payments aren't a money problem but a marriage problem requiring full financial transparency and counseling.
Secret spending makes joint wealth-building impossible. Hiding $400 monthly from a spouse means losing its compounding potential in a Roth IRA or 529.
Transparency alone flips the outcome: a joint kid-support budget lets both spouses plan together, while secret contributions force decisions based on false information.
Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor)
On the September 9 episode of The Ramsey Show, a caller named Hazel admitted she has been slipping money to her three teenagers from a prior marriage, quietly, from her own account, because her husband of almost seven years refuses to help pay for their sports and school costs. Dave Ramsey did not reach for a spreadsheet. He told her: "You don't have a combining money problem and you don't have a who pays for what problem. You have a marriage problem."
#problem #secret
Secret spending makes joint wealth-building impossible. Hiding $400 monthly from a spouse means losing its compounding potential in a Roth IRA or 529.
Transparency alone flips the outcome: a joint kid-support budget lets both spouses plan together, while secret contributions force decisions based on false information.
Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor)
On the September 9 episode of The Ramsey Show, a caller named Hazel admitted she has been slipping money to her three teenagers from a prior marriage, quietly, from her own account, because her husband of almost seven years refuses to help pay for their sports and school costs. Dave Ramsey did not reach for a spreadsheet. He told her: "You don't have a combining money problem and you don't have a who pays for what problem. You have a marriage problem."
#problem #secret
2 months ago
The Men's First Team are in Serie A action on the road on Sunday, 13 September, travelling to Emilia-Romagna to take on Sassuolo on Matchday 4.
Ahead of the game, coach Luciano Spalletti gave his traditional MD-1 press conference.
"We'll start by saying that we're sorry about what happened to [Manuel] Locatelli. His absence, though, spreads responsibility across everyone because he's always attentive to everything. This week I've seen a team that's very willing to fight against whatever it comes up against, a team that's trained very well.
"Because of the individual pressure players carry now, there's much more freedom on the pitch, so we've used different systems. Nothing changes without Locatelli in that sense. We can use any system because we have a squad that allows us to do that.
"[Weston] McKennie and [Andrea] Cambiaso are unlikely to be there tomorrow. Andrea will do a fitness test tomorrow morning. But [Pape Matar] Sarr will be available.
#andrea
Ahead of the game, coach Luciano Spalletti gave his traditional MD-1 press conference.
"We'll start by saying that we're sorry about what happened to [Manuel] Locatelli. His absence, though, spreads responsibility across everyone because he's always attentive to everything. This week I've seen a team that's very willing to fight against whatever it comes up against, a team that's trained very well.
"Because of the individual pressure players carry now, there's much more freedom on the pitch, so we've used different systems. Nothing changes without Locatelli in that sense. We can use any system because we have a squad that allows us to do that.
"[Weston] McKennie and [Andrea] Cambiaso are unlikely to be there tomorrow. Andrea will do a fitness test tomorrow morning. But [Pape Matar] Sarr will be available.
#andrea
2 months ago
Deion Branch's advice to his group of Louisville wide receivers for this week is to keep the noise outside and stay off the internet.
Turn off the TV — not even SportsCenter — or any kind of media. No "rat poison," as Nick Saban would say.
"The spreads and what we're favored by, that stuff doesn't matter," Branch told the Cardinals, who are favored by 36.5 points against Villanova. "You still have to go out and play the game. We have to go out and execute our plays. I need my guys to perform at a very high level for the team and also for themselves. ... So that's my message to the guys. Don't pay any attention to it. Just come in here and continue to work and push forward."
Louisville won't be overlooking the Wildcats tonight in its 2026 home opener. There was too much to work on in the team's 41-38 season-opening loss to No. 11 Ole Miss. Defensively, the Cards need to limit big plays and prevent completions up the seam. Offensively, they need to make sure that quarterback Lincoln Kienholz settles in sooner and doesn't jump out of the pocket before necessary. Having a full game under his belt will help the Ohio State transfer do that. In his first start, Kienholz completed 62.1% of his passes (18-29) with two touchdowns and became the first Louisville starting quarterback to throw for at least 300 yards in his debut (307 yards) since Kyle Bolin, then a redshirt freshman, threw for 300 yards in a 37-14 loss to Georgia in the 2014 Belk Bowl.
The Courier Journal is bringing you live updates, scores and highlights from Friday night's game. Follow along:
#need #yards
Turn off the TV — not even SportsCenter — or any kind of media. No "rat poison," as Nick Saban would say.
"The spreads and what we're favored by, that stuff doesn't matter," Branch told the Cardinals, who are favored by 36.5 points against Villanova. "You still have to go out and play the game. We have to go out and execute our plays. I need my guys to perform at a very high level for the team and also for themselves. ... So that's my message to the guys. Don't pay any attention to it. Just come in here and continue to work and push forward."
Louisville won't be overlooking the Wildcats tonight in its 2026 home opener. There was too much to work on in the team's 41-38 season-opening loss to No. 11 Ole Miss. Defensively, the Cards need to limit big plays and prevent completions up the seam. Offensively, they need to make sure that quarterback Lincoln Kienholz settles in sooner and doesn't jump out of the pocket before necessary. Having a full game under his belt will help the Ohio State transfer do that. In his first start, Kienholz completed 62.1% of his passes (18-29) with two touchdowns and became the first Louisville starting quarterback to throw for at least 300 yards in his debut (307 yards) since Kyle Bolin, then a redshirt freshman, threw for 300 yards in a 37-14 loss to Georgia in the 2014 Belk Bowl.
The Courier Journal is bringing you live updates, scores and highlights from Friday night's game. Follow along:
#need #yards
2 months ago
College football has evolved so rapidly over the last several years, and there are an increasing variety of ways to break down any given Saturday.
Here on Scarlet Spreadsheet, we are going to compile all of the various ****** ytical models to get the best possible preview of each of Ohio State's matchups throughout the 2026 season based on the underlying numbers and metrics.
With the tune-up game out of the way, the Buckeyes now travel to Austin, Texas for a battle against the Longhorns. Ohio State is an underdog for the first time since 2023, and Steve Sarkisian will be looking for revenge at home after back-to-back losses to Ryan Day's group.
With only one game under the belt for both of these two teams thus far, our ability to break it down from an ****** ytical standpoint is limited, but we can take a look at how these two teams looked in Week 1, the updated computer models and some projections.
FPI: 30.0 (Rank: 2)
#college
Here on Scarlet Spreadsheet, we are going to compile all of the various ****** ytical models to get the best possible preview of each of Ohio State's matchups throughout the 2026 season based on the underlying numbers and metrics.
With the tune-up game out of the way, the Buckeyes now travel to Austin, Texas for a battle against the Longhorns. Ohio State is an underdog for the first time since 2023, and Steve Sarkisian will be looking for revenge at home after back-to-back losses to Ryan Day's group.
With only one game under the belt for both of these two teams thus far, our ability to break it down from an ****** ytical standpoint is limited, but we can take a look at how these two teams looked in Week 1, the updated computer models and some projections.
FPI: 30.0 (Rank: 2)
#college
2 months ago
Heavy out-of-the-money put option volume in Shoe Station Group (SHOE) today, ahead of tomorrow's earnings, suggests investors expect a dip in SHOE stock. However, SHOE stock is cheap, and shorting puts yields over 7.7% over the next month.
SHOE is at $13.29 in midday trading, well off its recent peak of $16.11 a month ago on Aug. 10. This may be selling ahead of earnings.
Micron Price Targets Are Rising - Bull Put Credit Spreads in MU Are Attractive for Investors with Limited Funds
Options Flow Alert: Institutional Money Piles Into AMD Stock
Unusual Call Options Activity in Takeover Target GFL Environmental Stock
#Stock
SHOE is at $13.29 in midday trading, well off its recent peak of $16.11 a month ago on Aug. 10. This may be selling ahead of earnings.
Micron Price Targets Are Rising - Bull Put Credit Spreads in MU Are Attractive for Investors with Limited Funds
Options Flow Alert: Institutional Money Piles Into AMD Stock
Unusual Call Options Activity in Takeover Target GFL Environmental Stock
#Stock
2 months ago
Gasoline has never cost this much in September, while diesel prices touched a new record on Wednesday as crude oil topped $100 a barrel.
"Gasoline prices in the USA are the highest ever for this time of year," Andy Lipow of Lipow Oil ***** ociates said.
While Brent crude (BZ=F) has edged past $100 for the first time in two months, the pain at the pump is even greater. Energy bottlenecks tied to the US-Iran conflict, and refining constraints have pushed crack spreads — the gap between crude and refined fuel prices — to new highs.
Consumers are effectively paying the equivalent of $177 a barrel for gasoline and $250 a barrel for diesel, according to Lipow's ***** ysis.
"Those high prices are starting to impact demand," he said.
#Diesel
"Gasoline prices in the USA are the highest ever for this time of year," Andy Lipow of Lipow Oil ***** ociates said.
While Brent crude (BZ=F) has edged past $100 for the first time in two months, the pain at the pump is even greater. Energy bottlenecks tied to the US-Iran conflict, and refining constraints have pushed crack spreads — the gap between crude and refined fuel prices — to new highs.
Consumers are effectively paying the equivalent of $177 a barrel for gasoline and $250 a barrel for diesel, according to Lipow's ***** ysis.
"Those high prices are starting to impact demand," he said.
#Diesel
2 months ago
Advanced Micro Devices (AMD) has been one of the standout performers of 2026, already up around 136% year-to-date as the market rewards its accelerating push into AI data center chips.
The options flow from today suggests institutional traders are positioning for this AI-driven rally to keep running.
Micron Price Targets Are Rising - Bull Put Credit Spreads in MU Are Attractive for Investors with Limited Funds
Unusual Call Options Activity in Takeover Target GFL Environmental Stock
Get Paid to Wait: Buy OXY at a Discount or Earn Options Income
#micro #rising #credit
The options flow from today suggests institutional traders are positioning for this AI-driven rally to keep running.
Micron Price Targets Are Rising - Bull Put Credit Spreads in MU Are Attractive for Investors with Limited Funds
Unusual Call Options Activity in Takeover Target GFL Environmental Stock
Get Paid to Wait: Buy OXY at a Discount or Earn Options Income
#micro #rising #credit
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2 months ago
Based in Pittsburgh, Pennsylvania, The Kraft Heinz Company (KHC) is a global food and beverage manufacturer and marketer. Its products cover a remarkably broad portion of the grocery aisle, including condiments, sauces, cheese, frozen foods, desserts, beverages, coffee, and meats.
Its best-known brands include Heinz, Kraft, Oscar Mayer, Philadelphia, and Lunchables. Together, these businesses support a company with a market capitalization of roughly $29.5 billion, comfortably above the $10 billion threshold generally ***** ociated with large-cap stocks.
Dear Nvidia Stock Fans, Mark Your Calendars for September 10
Rocket Lab Keeps Landing Defense Deals. Here's Why ***** ysts Aren't Getting More Bullish.
Micron Price Targets Are Rising - Bull Put Credit Spreads in MU Are Attractive for Investors with Limited Funds
#kraft #company #oscar
Its best-known brands include Heinz, Kraft, Oscar Mayer, Philadelphia, and Lunchables. Together, these businesses support a company with a market capitalization of roughly $29.5 billion, comfortably above the $10 billion threshold generally ***** ociated with large-cap stocks.
Dear Nvidia Stock Fans, Mark Your Calendars for September 10
Rocket Lab Keeps Landing Defense Deals. Here's Why ***** ysts Aren't Getting More Bullish.
Micron Price Targets Are Rising - Bull Put Credit Spreads in MU Are Attractive for Investors with Limited Funds
#kraft #company #oscar
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0.00$
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2 months ago
The yields on 10-year Treasury notes have been hovering near multi-year highs, at around 4.8%. When the 10-year yield hit 4.818% earlier this month, it reached its highest level since November 2023. A combination of inflation and geopolitical risk tied to the U.S.-Iran conflict has largely driven yields higher.
If you're an income-oriented investor, 10-Year Treasuries are an option, but if you're looking for higher yields to better help you keep up with inflation, these three dividend stocks could be great options.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
AGNC Investment's (NASDAQ: AGNC) 13.5% yield is nearly three times that of the 10-Year Treasury, and the stock pays a monthly dividend. For those unfamiliar with AGNC, it is a mortgage real estate investment trust (REIT) that owns a leveraged portfolio of agency-backed mortgage-backed securities (MBS). Since its MBS investments are backed by government agencies, they carry little default risk. However, interest rates and narrowing and widening spreads between mortgage rates and 10-year Treasury yields can impact the underlying value of its portfolio.
Spreads tend to be the biggest driver of MBS performance and are currently sitting around 2 percentage points. That is below the 3 percentage points they shot to a few years ago, but it is still historically on the high side. With the Fed earlier this year starting to buy back $200 billion in agency MBS and net new MBS supply projected to drop this year, there are the elements in place for spreads to narrow, which would be bullish for AGNC. Overall, this makes it a relatively good environment to own the stock and to collect its juicy yield.
#yields #NVIDIA #spreads #yield
If you're an income-oriented investor, 10-Year Treasuries are an option, but if you're looking for higher yields to better help you keep up with inflation, these three dividend stocks could be great options.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
AGNC Investment's (NASDAQ: AGNC) 13.5% yield is nearly three times that of the 10-Year Treasury, and the stock pays a monthly dividend. For those unfamiliar with AGNC, it is a mortgage real estate investment trust (REIT) that owns a leveraged portfolio of agency-backed mortgage-backed securities (MBS). Since its MBS investments are backed by government agencies, they carry little default risk. However, interest rates and narrowing and widening spreads between mortgage rates and 10-year Treasury yields can impact the underlying value of its portfolio.
Spreads tend to be the biggest driver of MBS performance and are currently sitting around 2 percentage points. That is below the 3 percentage points they shot to a few years ago, but it is still historically on the high side. With the Fed earlier this year starting to buy back $200 billion in agency MBS and net new MBS supply projected to drop this year, there are the elements in place for spreads to narrow, which would be bullish for AGNC. Overall, this makes it a relatively good environment to own the stock and to collect its juicy yield.
#yields #NVIDIA #spreads #yield