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🥥 COCO Comeup
Investment Ideas

🥥 COCO Comeup

Our three Sunday stories include a fast-moving turnaround in coconut water, a memory chip rally that’s only getting tighter, and an under-the-radar industrial with room to run.

🚗 Buy Now, Default Later
Links We Liked

🚗 Buy Now, Default Later

Our 5 top tweets of the week include bad omens for data-driven investors and a meltdown for the McRib indicator.


Market Updates

🔊 Market Review and Preview

Here’s everything you might have missed last week on Wall Street, and everything to watch in the week ahead.

Investment Ideas

👖 Gap’s Glow-Up

Cleaner assortments, better inventory, and a beauty pivot have Jefferies seeing upside in a fashion staple.

Investment Ideas

✅ Hype Check

Valuations are soaring. But several high-flyers are still missing one thing: sales.

📟 Ride the VWAV
Partner Content

📟 Ride the VWAV

AI, autonomy, and national security could be converging into a $169B opportunity.


Investment Ideas

⚡ Chip Charge

This chipmaker just promised 35% compound growth. Wells Fargo says the forecast might actually stick.

Investment Ideas

🛰️ High-Flying Breakup

This satellite communications firm is up nearly 300% this year. JPMorgan says a defense spin-off could push it even higher.

💉 Medicare Miracle
Investment Ideas

💉 Medicare Miracle

This pharma giant just won federal backing for its obesity drugs in a move that could unlock 40M new patients.

🍁 5-to-1
Street Leaf

🍁 5-to-1

Gold and silver miners are outpacing the TSX by a landslide. Here’s how investors are playing it.


♨ Coup of Joe
Investment Ideas

♨ Coup of Joe

Our three Sunday stories include a new name stealing Starbucks’ steam, five global trades with serious lift, and a comeback cycle giving old-school tech fresh power.

☎️ MEMBER-ONLY CALL: The Muni De Minimis Trap (FRI 11/14 @ 11:00AM ET)
Webinar Invite

☎️ MEMBER-ONLY CALL: The Muni De Minimis Trap (FRI 11/14 @ 11:00AM ET)

For Street Sheet Research members only: we will walk through one of the most misunderstood risks in the muni market right now: the de minimis tax trap.

🚲 'Backstop' Backpedal
Links We Liked

🚲 'Backstop' Backpedal

Our 5 top tweets of the week include the AI boom's latest record, the difference between sports betting and investing, and more.

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☎️ MEMBER-ONLY CALL: The Muni De Minimis Trap (FRI 11/14 @ 11:00AM ET)
Webinar Invite

☎️ MEMBER-ONLY CALL: The Muni De Minimis Trap (FRI 11/14 @ 11:00AM ET)

For Street Sheet Research members only: we will walk through one of the most misunderstood risks in the muni market right now: the de minimis tax trap.

🚲 'Backstop' Backpedal
Links We Liked

🚲 'Backstop' Backpedal

Our 5 top tweets of the week include the AI boom's latest record, the difference between sports betting and investing, and more.

🔊 Market Review and Preview
Market Updates

🔊 Market Review and Preview

Here’s everything you might have missed last week on Wall Street, and everything to watch in the week ahead.

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