Current trends, weekly watchlist, stock moves, and Scouting Reports
Weekly Playbook
Jun 8, 2026
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4 min read
COSO · SYF · CBOE · Rising interest rates are breaking tech and forcing a pivot to policy plays
Jun 1, 2026
3 min read
CXM · DSGX · AVGO · Lower inflation risks mean investors are chasing major policy-driven shifts
May 26, 2026
AEO · LUNR · DAL · Government policy is driving a massive shift into domestic security
May 18, 2026
TPR · INTU · AGYS. Capital rotates into agentic software platforms while pricing structural pharmaceutical trade risks.
