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Aug 20, 2026

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5 min read

Crops Rallied, Machines Didn't | Deere's Margin Came From A Refund | Who's Really Paying The Farm Note

Corn is near a three month high and soybeans are close to a two year peak. Deere reports this morning and still expects industry sales of large farm machines across the United States and Canada to fall sharply this year. The crop got dearer and the machine got further out of reach.

Aug 19, 2026

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4 min read

Treasury Doubled Bond Buybacks | Moderna Up on Cancer Vaccine | Fed Wants Hikes

Bessent blinked on bonds and yields crashed. Moderna more than doubled on an mRNA cancer breakthrough. The Fed minutes said hikes are coming unless inflation falls. Bitcoin hit $68K.

Aug 19, 2026

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5 min read

Orders Held, Deliveries Didn't | Toll Signed More And Shipped Less | Iran Says The Strait Stays Shut | Off-Price Buys The Mistakes

La-Z-Boy got customs refunds last quarter and a tariff benefit on top of them. It still landed under the bottom of its own sales and margin guidance. What sank it was the furniture its dealers did not take.

Aug 18, 2026

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4 min read

Bonds Hit 19-Year Highs | AI Debt Is Crowding Out Treasuries | Every Chip Stock Fell

The 30-year Treasury hit 5.33%, a 19-year intraday high. AI companies issuing long-dated bonds are now competing directly with the US government for capital. The market had a bad day with a very specific cause.

Aug 18, 2026

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5 min read

Foreign Sellers Never Cut | A Refund Holds Home Depot's Year | JPMorgan Gives Up On Nike | The Recliner Reports Tonight

Home Depot beat this morning and left its full year outlook exactly where it was. Inside that outlook sits a customs refund, covering costs the company says it never planned for. Import prices print an hour before the bell.

Aug 17, 2026

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5 min read

Anthropic Revenue Jumped | Iran Ceasefire Expired | Harvard SPCX Stake

Anthropic quietly printed $11.5 billion in Q2 revenue, up 14x year-over-year. The Iran ceasefire expired with no deal. Refiners hit all-time highs. Harvard disclosed a $2.2 billion SpaceX stake. WTI settled near $84.50.

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