This “Boring” Ticker Doubled 4 Times in 30 Days

⚖️ When the bond side pays more than the dividend side  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

September 01, 2026   |   Read online   This “Boring” Ticker Doubled 4 Times in 30 Days Forget Nvidia. Forget crypto. Forget the Mag 7. One millionaire trader has been targeting the same overlooked ticker over and over again. And in one 30-day stretch, it produced opportunities for: 100% in a day. 100% overnight. 100% in 3 days. 114% in 3 days. He calls it the “Single Stock Income Plan.” Now he’s revealing the ticker — plus the $1.8 million AI system he uses to target these trades. 👉 See the “boring” ticker he trades again and again >>   ⚖️ When the bond side pays more than the dividend side The ten-year settled near 4.72% Monday, TLT's forward yield sits at 4.73%, and SCHD is at 3.00%. That is a rare stretch.   🌙 TONIGHT'S NUMBERS 4.72% Where the ten-year Treasury settled Monday — its highest close since January 2025. 4.73% TLT's forward yield — the long-dated Treasury ETF, roughly matching the ten-year today. 3.00% SCHD's forward yield — the plain dividend ETF a lot of retirees benchmark against.   The ten-year Treasury touched 4.75% intraday Monday, its highest print since January 2025, before settling near 4.72% at the close. TLT, the long-dated Treasury ETF, now shows a forward yield around 4.73%. SCHD, the dividend ETF a lot of ordinary income holders benchmark against, sits at a forward 3.00%. That gap has been there before, and it has been wider before, but it has not been quite this pronounced in a stretch since 2023. The bond side of an income sleeve is meaningfully out-yielding the dividend side, in cash terms, tonight. The Fed's September meeting is two weeks out, and Friday's August payrolls report is the last major data point before it. Consensus is running around 130,000 jobs added, and the ten-year has been pricing in something in that neighborhood — a lower print would pull yields down and a stronger print would extend the recent drift up. Neither is a market call, and neither would be dramatic in isolation. What it does mean is that the ten-year sits at a level where a fresh coupon lands at a rate a retiree can reasonably build a ladder around, and where reinvesting a maturing bond does not force a compromise on the income that ladder was meant to produce. The practical answer is not to pick one side of the ledger. It is to know the proportion. A diversified income sleeve at these levels can hold Treasuries near 4.7%, dividend equities at roughly a 3% yield with the raise cadence intact, and a cash reserve that is finally paying a real coupon on its own. The Treasury side pays more cash today, the equity side grows the payment over the years, and the reserve keeps the household running while both do their work. A once-a-year check on the ratio is enough, and this is a fine week for it.   ADVERTISEMENT · BEHIND THE MARKETS Fifteen straight months of silver outflows from the London vault Vault stocks are a public record. Institutional silver in the LBMA-approved system has drawn down for fifteen months running, with a single-month record in December, into what a small research desk describes as a five-year supply deficit. One tiny miner sits in the middle of the next chapter. Institutional holdings and reserve estimates are as reported and may change; commodity and mining investments carry substantial risk, including possible loss of principal. See the Silver Stock     💵 INCOME WATCH Declared. Quiet on the declaration side — no fresh dividend declarations from the watchlist in the last 24 hours. Ex-dates ahead. McDonald's goes ex today at $1.86 a share, payable September 16. Dominion Energy goes ex Friday at $0.6675, payable September 20. PepsiCo also goes ex Friday, at $1.48, payable September 30. Yield check. The 10-year Treasury sits near 4.72% into today's ISM print (FRED). SCHD's forward yield is 3.00%, VYM is near 2.2%, and TLT's forward is 4.73%. The Treasury side is out-yielding the dividend side in cash terms.   One watchlist name deserves its own paragraph tonight.   🧾 THE STEADY  ·  VZ Verizon has paid a dividend every quarter without interruption for as long as the current corporate structure has existed, and the record on file shows three consecutive years of raises — $0.665 through late 2024, $0.6775 through mid-2025, $0.69 through late 2025, and the current $0.7075 declared June 4 this year and payable August 3. The forward rate now runs $2.83 a share against a Monday close of $50.02, which puts the yield near 5.7% — meaningfully above the 10-year Treasury at 4.72% tonight. The payout ratio has drifted up to 73%, which is worth knowing about the raise cadence going forward: the room for large increases has been narrowing. The 52-week range is $38.39 to $51.68. It is a bond-proxy dividend name inside a portfolio built to hold names.   The calendar for Wednesday reads short and useful.   📅 TOMORROW'S CALENDAR 8:15 ET — ADP private-payrolls report for August; the first hint at what Friday's Bureau print might look like. 10:00 ET — JOLTS job openings for July; the demand side of the labor tape. Rest of the day — a quiet ride into ISM Services on Thursday and the August payrolls report Friday.   When the coupon side of the sleeve out-yields the dividend side, does that change what you add on the next new-cash contribution? Just reply, I read every one. — Randy Cole, Editor P.S. Good Morning Alerts covers the open before the open. Free, and short. See tomorrow's brief. (From Good Morning Alerts)     THE MONEY MEMO A Guardian Financial Publishing title WHY YOU’RE RECEIVING THIS EMAIL You’re receiving this email because at some point, you opted in to receive updates, news, or information on a specific topic we’ve previously discussed or shared. Whether it was through a subscription, a form submission, or another form of communication, your information was shared willingly, and we respect your decision to connect with us. Thank you for taking the time to read this. This message is part of an ongoing conversation between us, and we want you to have full transparency about why you received it, how your information is handled, and what to expect from future emails. SUBSCRIPTION & DELIVERY Your subscription is confirmed and your delivery preferences are up to date. You are currently receiving content based on the schedule and frequency associated with your registration. 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The energy story near the Grand Canyon

A crew drilled nearly three miles down in 16 days - the Department of Energy said it would take 64.  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

September 01, 2026   |   Read online Dear Friend, A drilling crew near the Grand Canyon just confirmed what the International Energy Agency calls one of the largest energy resources ever measured. Enough to meet global electricity demand 140 times over. Not 140 percent. One hundred and forty times. Everyone knew the energy was there. Reaching it was the problem - miles of solid rock. That changed last year. A crew drilled nearly three miles down in 16 days. The Department of Energy said it would take 64. They weren't after oil. They were after the heat. Google already signed a 15-year deal. Bill Gates wrote a $100 million check. And on August 18th, Washington hands this resource an edge no other energy source has. One company sits at the center. See the company behind the Grand Canyon discovery >> “The Buck Stops Here,” Kelly Maguire Behind the Markets Tuesday's Featured News Commodities Are Booming, But These 3 ETFs Tell Different Stories Reported by Nathan Reiff. Posted: 8/17/2026. Key Points The abrdn Bloomberg All Commodity Strategy K-1 Free ETF offers low-cost exposure across major commodity groups, allowing investors to participate without having to choose a single winning commodity The Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF combines active futures management with broad exposure and has delivered some of the strongest performance among the three funds The Direxion Auspice Broad Commodity Strategy ETF takes a more defensive long-or-flat approach, but its higher fee and much smaller asset base make it a more specialized option Special Report: These gold assets are priced for $1,800 gold [it's over $4,000] (From Golden Portfolio) Inflation remains stubbornly persistent, which has helped commodities maintain their staying power. Add in their hedging properties, constrained supply in many key areas, massive geopolitical upheaval, and soaring demand for essential metals used in AI infrastructure and electrification, and commodities appear well positioned for continued success. Of course, commodities are far from interchangeable, and timing can be critical in cyclical markets, even during periods of sustained demand. As a result, commodities have been highly segmented this year, leading some commodity-focused exchange-traded funds (ETFs) to thrive while others have faltered or stalled, despite fairly strong inflows across the space. Investors must take the time to differentiate among commodity ETFs—not only because so many are now available, but also because they could perform very differently as the war in Iran and other important factors continue to unfold. BCI Balances Breadth With a History of Strong Performance Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid (Ad) A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from collapsing — and billionaire Sam Altman is now an investor. This under-the-radar firm is drawing serious attention from those watching the energy infrastructure space closely. Click here to learn this company's name for free today A good number of commodity ETFs take a broad approach in an effort to capture the entirety—or nearly all—of the space. The abrdn Bloomberg All Commodity Strategy K-1 Free ETF (NYSEARCA: BCI) tracks an index of commodity futures across the spectrum, including gold, crude oil, natural gas, corn, livestock, and more. This breadth may appeal to investors because the index—and, in turn, the fund—can pivot with each rebalance to emphasize the areas of the commodities space that are thriving. As gold prices have trended upward again in recent weeks, for instance, BCI has been positioned with gold futures as its leading holding. While investors may expect this breadth to mean BCI sacrifices some risk-adjusted return potential, the fund has still managed to solidly beat the market in 2026. BCI has returned 26% year to date (YTD), a strong showing, especially considering its annual fee of 0.26%. This expense ratio is quite low compared with those of some funds dedicated to single commodities within BCI's portfolio—those in the oil and gas space, for instance, often carry much higher costs. Futures contracts may deter some investors seeking physical holdings, but the breadth of BCI's basket also allows it to pay a notable dividend, with a current yield of 2.63%. PDBC's Hassle-Free Approach to Active Management Provides Winning Returns and Yield Another fund taking a broad approach to commodities is the Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (NASDAQ: PDBC). While BCI tracks a diversified commodity futures index, PDBC is an actively managed fund that narrows its focus somewhat to commodities linked to energy, precious and industrial metals, and agriculture. Two distinct benefits help set PDBC apart. First, the fund's active management can protect against negative roll yield, a contango-linked phenomenon that can erode the returns of passive commodity ETFs. Second, as its name suggests, PDBC provides exposure to these futures without requiring a Schedule K-1, the tax form associated with some ETFs that many investors find burdensome—all for an expense ratio of 0.59%. PDBC aims to provide access to commodities while requiring minimal attention from investors, and the fund's nearly $6.8 billion in managed assets suggests it has succeeded in that regard. It also helps that the ETF has returned about 35% YTD alongside a dividend yield of 3.17%. A Unique Long/Flat Approach Has Yet to Gain Traction Adopting a long/flat approach, the Direxion Auspice Broad Commodity Strategy ETF (NYSEARCA: COM) focuses on a group of a dozen individual commodities, including copper, soybeans, wheat, gasoline, and crude oil. Although it does not take the same active-management approach as PDBC, it aims to be more responsive than some other commodity funds by conducting month-end reviews. These reviews can modify position sizes or move investments in any of those commodities from a long position to a “flat” position—meaning cash—if a short signal is triggered. COM has outperformed the broader market this year, returning about 15% YTD. However, the fund's unique strategy may be too complicated for some investors. This ETF has substantially lower trading volume and fewer assets than the others on this list, and it also charges a higher annual fee of 0.72%. When it comes to broad commodity funds, COM has performed well relative to the S&P 500, but investors may find cheaper, better-performing alternatives. .   Update your email preferences or unsubscribe here © 2026 The Markets Daily | MarketBeat Media, LLC 345 N Reid Place #620 Sioux Falls, SD 57103, United States

While everyone watched Iran, this huge bet dropped...

September 01, 2026 Unsubscribe   A note from our friends at Media Pub(ad) There might be no clear end in sight to the Iran war... But this escalation is likely distracting you from a stunning pattern quietly heating up in the predictions market... Corporate and Political insiders, folks with firsthand info on potential announcements, deals, policy changes coming up and more... Have been making sneaky yet massive bets on platforms like Polymarket... And quietly front-running the market in the process. That's why you'd have noticed news about this pattern flying around... Out of the blue on May 19th this year... I tracked a large bearish bet on Bitcoin from an account with over $10 million in volume... Days later... News came out that the SEC was delaying plans to further crypto innovations, obvious bad news for Bitcoin. Acting on the bearish bet before the news came out with a quick trade locked in 78% in 9 days. It doesn't end there... These massive insider bets also tipped off a 39% winner on META overnight. And even 60% on TSM in 6 days. There were smaller wins and those that didn't work and I won't make reckless guarantees about the stock market... But in the next few minutes... I'll show you the special secret I use to track these insider bets... Better yet... You'll get FREE access to use this secret for yourself too... with no catch. All you have to do is tap this link to get instant FREE access and start tracking these insider bets yourself. To Better Trading, Alex Reid. The trades expressed are based on signals from Oracle in real time. While we have been using this tool with great success in our own trading including an 85.57% win rate, a 28% average return of winners and losers over a 4-day average hold time, and a profit factor of 5.94 on real money trades between 5/7/26 and 7/17/26, there's bound to be winners and losers along the way. Since Oracle is a tool for traders and not a trading service, profits and performance will vary among users. Trade at your own risk. See our Terms on the homepage for more information.       Bonus Article The AI Trade’s Dirty Secret Is in the Bond Market Hey there, bargain hunter. The AI trade has a funding problem hiding in plain sight, and the bond market is screaming it louder every week. Scoreboard $220 billion. That is how much Alphabet, Amazon, Meta, Microsoft, and Oracle raised in the U.S. investment-grade bond market through August 10, according to BNP Paribas data cited by Reuters. The comparable figure for the same period in 2025 was $12.5 billion. A roughly 18x increase in twelve months. S&P Global pegged the figure slightly higher, at $225 billion, and called it about a 974% year-over-year surge. Meanwhile, the 30-year Treasury sat at 5.20% on August 27, the same month it hit a 19-year high before pulling back slightly. High-yield OAS touched 281 basis points on July 27 before settling at 275 bps on August 20, deep in historically tight territory against a long-run median closer to the mid-400s bps. What Actually Happened The market expected AI capex to be large. It did not expect it to hit the bond market this fast, or this hard. S&P estimates hyperscaler AI infrastructure investment is accelerating rapidly, with cash flow pressure a key focus for credit. By mid-2026, incremental debt had risen from 9% of capex in fiscal 2024 to 32% on a trailing basis, per FactSet. These companies have gone from self-funded to debt-dependent in under two years. Each jumbo deal is extracting a premium. Amazon had to sweeten a $25 billion offering by 18 to 21 basis points on its longest-dated debt, with orders covering about 2.5 times the bonds on offer versus 3.2 times in March. Across the broader hyperscaler market, investors have been demanding more yield to absorb supply. JPMorgan described the spread widening as the investment-grade community "rationally pricing in an accelerating pace of issuance." What the Credit Market Is Really Saying Here is the part most equity investors skip. High-yield OAS at 275 to 281 bps means the market is charging unusually little spread premium for credit risk by historical standards. At current levels, junk-rated borrowers are borrowing at historically thin premiums over Treasuries, while the risk-free rate itself sits at a 19-year high. That is a dangerous combination: the floor is expensive and the ceiling is rising. For investment-grade AI names, tech IG spreads have moved to roughly 89 basis points over Treasuries, up from tighter levels earlier in the year. Hyperscalers' collective weighting in the Bloomberg U.S. Corporate IG Index nearly doubled over the year ending April 2026, from 2.2% to 4.1%. Passive IG holders are now involuntary AI lenders whether they signed up for it or not. Is It Cheap? From an equity standpoint, the cost of this borrowing should reshape how you value AI capex promises. When incremental debt funds 32% of capex and the risk-free rate is about 5.2%, the hurdle rate on every new data center is not a rounding error. A company needs AI revenue to clear that bar before it creates equity value. MSFT / AMZN / META / GOOGL: Retain AA ratings and healthy net leverage. The debt capacity argument holds. The ROIC argument is still being written. ORCL: The most exposed. S&P cut its rating in July 2026, and a Moody's move from Baa2 Negative would pressure bond prices and widen credit default swaps exactly as Oracle tries to raise its next funding tranche. Oracle's plan called for $45 to $50 billion in gross proceeds during calendar 2026 through debt and equity combined. LQD / HYG: LQD holders have absorbed more AI duration than most realize. HYG at 275 bps OAS offered about 7.2% yield around August 20: a 100 bps widening still erases roughly five months of carry if spread duration is about 3.2 years. The asymmetry is unfavorable. Bull / Base / Bear Bull: AI monetization accelerates, hyperscaler free cash flow recovers, debt issuance moderates heading into 2027, and spread concessions shrink. The bond overhang becomes manageable. Base: Supply stays heavy through year-end as JPMorgan forecasts $540 billion in full-year tech, media, and telecom issuance. Spreads grind 15 to 25 bps wider on new deals before stabilizing. Equity multiples compress modestly as cost of capital rises but business fundamentals hold. Bear: AI revenue disappoints relative to the debt service burden now embedded in balance sheets. Oracle or a smaller hyperscaler-adjacent issuer faces a downgrade. IG spread volatility spills into equities. At about 5.2% on the 30-year, there is no Fed put waiting in the wings to cushion it. Action Plan Do not buy AI equity names on the premise that cheap debt funds growth forever. The debt is no longer cheap at the margin, and the refinancing wall is building. Demand visible, measurable AI revenue before paying a premium multiple. On MSFT and META, where cloud and ad revenue is already converting AI spend into cash, hold. On ORCL, wait for the Moody's decision before adding. On LQD, trim duration exposure. On HYG, the carry does not compensate for the left tail at 275 bps OAS. Cheap Investor Scorecard HY OAS: track weekly. Below 275 bps, credit is pricey. Above 350 bps, conditions are loosening. 30-year Treasury: above 5.2% tightens the hurdle on debt-funded capex. Hyperscaler new issuance concession: if new deals require more than 25 bps of premium over fair value, demand is cracking. Book cover ratios: Amazon's 2.5x in July vs. 3.2x in March is the warning trend. Watch for sub-2x. Oracle credit rating: Moody's Baa2 Negative is the live wire. Any cut can trigger spread widening and secondary market losses. Incremental debt as % of capex: 32% LTM vs. 9% in FY24. Any further acceleration is a red flag for equity holders. AI revenue per dollar of capex: S&P projects hyperscaler AI infrastructure investment staying extremely large through the decade. Revenue conversion must keep pace. Bottom Line If AI monetization delivers, the debt load is manageable for the AA-rated names and the capex cycle looks like the best infrastructure investment in a generation. If it stalls, balance sheets that looked pristine eighteen months ago will become a quarterly earnings problem. Credit risk at 275 bps HY OAS is priced for a very calm future. Demand a visible return before paying equity premiums for borrowed infrastructure. This content is for informational purposes only and should not be considered financial advice. Investing involves risk. The Cheap Investor is a publication of Investing Media Solutions, LLC. To view our full policies: Disclaimer | Privacy Policy | Terms & Conditions Update your email preferences or unsubscribe here © 2026 The Cheap Investor 203 N La Salle Suite 2100 Chicago , Illinois 60601, United States Powered by beehiiv