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Scouting Reports
Weekly Playbook: Rates, Repurchases, and FX Risks (BWB, AAGTX, CIBEY)
Aug 23, 2026
The Financials sector operates as a massive transmission mechanism for liquidity, and this week’s catalyst slate isolates three distinct points along that chain. From regional banks managing excess ca
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The SaaS Capex Trap: Software's AI Monetization Reckoning
Jul 2, 2026
Michael Burry has trained his sights on the AI infrastructure trade, packaging new short bets against heavy machinery and a major chip ETF (because nothing says 'secular growth' like shorting Caterpil
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Tech's Borderless Margins Meet the 100% Tariff Wall
Jun 27, 2026
The trade war just went digital. On Friday afternoon, President Donald Trump threatened 100% tariffs on any nation imposing a digital services tax on American tech firms reuters . This is not a weeken
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