Sabtu, 12 September 2026

Dimon Say Banks Should Be "Scared S**tless"

Editor's Note: JP Morgan's Jamie Dimon warned this day was coming. Now the investment expert who called Nvidia before it soared 1,000%, says it's finally here. Full story here.

Dear Reader,

JPMorgan CEO Jamie Dimon... the most powerful banker in America... told his peers something shocking not too long ago.

He said, "banks should be scared s**tless."

Not about a recession or interest rates...

About this.

It's the moment big tech finally comes for Wall Street.

And that moment just arrived.

At the center of everything is Elon Musk.

And Elon just launched the most direct assault on traditional banking America has ever seen.

He's secured money-transfer licenses in all 50 states. He's signed a deal with Visa. And he's already mailing physical banking cards to Americans across the country.

Most surprisingly, he's offering yields on cash that are 10 times what your bank is paying you right now.

Dimon saw it all coming. As did The Federal Reserve, IMF, Goldman Sachs, and BlackRock.

In fact, they've all been warning about this for years.

Now it's finally here.

And while the banks figure out how to respond, there's a narrow window for regular investors to get in early, before this becomes front page news.

My name is Luke Lango. I was voted America's #1 stock picker in 2020. My readers have had the chance to see gains as high as AMD +13,500%... Nvidia +5,000%... Palantir +1,200%.

And I've put together a full briefing on exactly what to do with your money right now because of this.

You can find everything on this page here.

Best,

Luke Lango
Senior Investment Analyst, InvestorPlace

P.S. Your bank has been skimming off every transaction, every deposit, every paycheck for your entire life. Elon just decided to end that. The investors who move first on this story could make incredible profits. In fact, my readers have had the chance at gains as high as 13,500% or more when I've spotted stories like this early. Get the full briefing here.

This email may contain paid advertisements and affiliate links. Guardian Financial Publishing may receive compensation if you click a link or make a purchase.

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Wilmington, DE 19805, United States

Bezos... DOOMED

September 12, 2026 | Read online

A Message From Paradigm Press

Below is an important message from one of our highly valued sponsors. Please read it carefully as they have some special information to share with you.

Dear Reader,

Jeff Bezos is terrified.

He will be down on his knees, hands out, begging Elon for mercy.

Because Elon is about to do something that will:

Cut Amazon out of the AI race ENTIRELY…

Completely DESTROY Blue Origin…

And take control of the potential $25 TRILLION DOLLAR PER YEAR AI INDUSTRY

And in his wake, potentially create 1,806,000 NEW millionaires over the coming years…

Starting September 25.

And this is your chance to be one of them.

Elon Musk is currently quietly planning the biggest project of his entire career.

And a single FCC filing proves it, click here to see why.

This is bigger than Tesla, SpaceX, and X combined.

And I believe it will not only cement Elon as the winner of the AI race…

It will allow Elon to control the entire industry.

Something of this magnitude has never happened in the history of the human race.

And it’s happening FAST.

According to my timeline, you must act by September 25.

I explain everything right here.

>>>This is your free Millionaire Maker Masterclass… and it starts right now.

Sincerely,

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P.S. I am giving away a gift worth $1,000 to the first 1,000 people who watch and take action on my Masterclass offer today. No purchase necessary. ZERO credit card required. Just click here to watch my free video, and I’ll show you how to claim yours.

Saturday's Featured Content

Is Abercrombie & Fitch's Hot Streak Just Getting Started?

Reported by Sam Quirke. Originally Published: 9/1/2026.

Key Points

Abercrombie & Fitch shares have more than doubled since late May after strong quarterly results and raised guidance boosted investor confidence in the retailer.
Argus upgraded the stock to Buy with a $162 price target, while Citi downgraded it to Neutral, citing valuation and risk/reward concerns after the rally.
A one-time tariff refund flattered recent profits, and the stock's rising valuation multiple leaves less room for error in future earnings reports.
Special Report: The REAL Reason Trump is Invading Iran (From Banyan Hill Publishing)

Few stocks, let alone retail names, have enjoyed a run quite like Abercrombie & Fitch Co. (NYSE: ANF) over the past few months. Since late May, shares have more than doubled, reaching their highest level since January 2025 and largely erasing the brutal 60% sell-off that did so much damage last year. It has been an impressive recovery, and the momentum shows little sign of letting up.

The latest fuel came from two sources in quick succession: a record quarterly report last week, followed by a fresh analyst upgrade this week that suggests the good times are far from over. Together, they are the clearest signal yet that this lifestyle retailer may have further to climb.

The question for investors, then, is not whether Abercrombie has turned a corner—it plainly has—but whether the shares can maintain their blistering pace. After a rally of this magnitude, is the hot streak only just getting started, or has the easy money already been made?

A Standout Quarter

Last week's report left no doubt about the business's current strength. Along with a solid beat on the headline numbers, sales rose across the board, and management was confident enough to raise its guidance for the rest of the year.

What stood out was that the company's namesake Abercrombie brand grew 8% year over year, helping restore momentum that had recently slowed. Meanwhile, the company's younger-skewing Hollister made good progress in acquiring new customers, helped by a deal with Target Corporation (NYSE: TGT) that puts its clothes in more than 1,500 Target stores.

Management also announced a fresh share repurchase program, one of the clearest signals it can send that it believes its own shares are undervalued. Overall, it was a solid report, and from that perspective, at least, the subsequent 35% jump in shares was not all that surprising.

An Upgrade That Fanned the Flames

A big vote of confidence from Wall Street quickly followed the strong quarter. On Monday, Argus lifted its rating on the stock to Buy, arguing that the upside momentum from both brands has room to run. It also set a new $162 price target for Abercrombie shares, indicating potential upside of around 13% from recent prices.

The analyst behind the call, Argus's Christine Dooley, made a clear case for why the momentum can last. In her view, the company's sales have decisively turned after management worked to put both brands on a more sustainable footing. As she put it, Hollister was already performing well, and now the flagship Abercrombie brand has staged a revival of its own, giving the retailer two engines of growth rather than one.

What the Doubters Are Saying

However, not everyone is convinced the good times will continue. After the stock jumped following last week's results, Citi took the opposite path and turned cautious, downgrading Abercrombie from Buy to Neutral. Analyst Paul Lejuez acknowledged that there was plenty to like in the report, but said that after such a sharp move, the stock's risk-reward profile was no longer attractive.

There was also a catch buried in the headline numbers: a substantial portion of the quarter's profit came from a one-off tariff refund, a windfall that flattered the results and will not recur indefinitely. Strip out that temporary boost, and while the business is still performing well, its underlying profitability is more modest than the reported figures suggest—something investors chasing the stock would do well to remember.

Abercrombie's valuation is also starting to look less like a bargain. This time last year, the stock traded at 7x earnings; today, that same multiple is above 12x. That kind of re-rating leaves far less margin for error in future results and puts additional pressure on the company to keep delivering.

Plenty of Momentum, But Beware Some Profit-Taking

So where does that leave investors today? The bull case remains a powerful one—Abercrombie is undoubtedly a well-run business with real momentum behind it. Set against that are two main bearish caveats: the flattering effect of a $100 million one-off tariff refund and a share price that has already come an awfully long way in a short time.

For now, shares appear to be consolidating near the upper end of last week's jump, around the $150 mark, and it would be no surprise to see some profit-taking set in over the coming sessions. That might, in fact, be the best-case scenario for those of us on the sidelines, as it would take some steam out of the recent run and give investors a chance to buy into a stock that clearly has considerable momentum behind it.

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Sioux Falls, SD 57103, United States

While Everyone Watched Nvidia... These AI Stocks Exploded

While Everyone Watched Nvidia… These AI Stocks Exploded

Wall Street was glued to Nvidia’s earnings.

Meanwhile, two little-known AI companies quietly had monster quarters.

One added billions in new signed orders.

The other reported its “best quarter ever”—then landed three of the world’s biggest drug companies as customers.

Neither makes chips.

Neither builds data centers.

They’re Phase 2 AI stocks — companies USING AI to dominate entire industries.

And the market is just starting to catch on.

👉 See the 2 AI Stocks Before the Crowd Does >>

☀️ The Week Ahead Has Three Dates On It

Five sessions, two ex-dividends on the same Tuesday, and the Fed on Wednesday afternoon.

🌙 TONIGHT'S NUMBERS

3.4%
headline inflation over the twelve months through August, published Friday morning

2.4%
the core reading with food and fuel removed — a full point lower than the headline

Five companies still under ten dollars, screened on revenue rather than on price (Ad)

Next week is five sessions long, which makes it the first full trading week since August. That sounds like nothing, and for a long-term holder it mostly is. But short weeks compress activity into fewer days, and the two we just had ran that way — so a normal week is a reasonable thing to notice.

Three dates sit inside it, and only one of them asks anything of anybody. Tuesday brings two ex-dividend dates from the watchlist at once. Wednesday afternoon brings the Federal Reserve's statement along with the quarterly projections, which is the document that tells you what the committee expects rather than what it has decided. Friday is September expiration, with the quarterly index review alongside it — a day that can make the tape look busier than the news justifies, and which has almost no bearing on a portfolio you are not trading.

If you hold dividend payers and bond funds and you do nothing at all next week, you will have handled it correctly. The calendar is worth reading so that nothing surprises you, not so that you can act on it. Those are different reasons to look, and only the first one is reliable.

ADVERTISEMENT · MARKETBEAT

The Magnificent Seven will not lead the market forever

After a volatile first quarter the report's analysts argue the rotation is already underway, and name the seven companies they think could lead the back half of the year instead.

Read the report

Free report. Not investment advice. All investing involves risk of loss and past performance does not guarantee future results.

Here is what the dividend calendar actually holds.

💵 INCOME WATCH

Declared. The declarations feed did not return for this issue, so I am not going to list any. Rather than reach for a second-hand figure on something you might act on, the honest answer is that this section is short today and the ex-dates below are the part I can stand behind.

Ex-dates ahead. Two watchlist names go ex-dividend on Tuesday, September 15, which means you need to own the shares before that date to receive the coming payment.
· Coca-Cola — forward rate $2.12 a year, about 53 cents a quarter. Payable October 1.
· Altria — forward rate $4.44 a year, about $1.11 a quarter. Payable October 9.

Yield check. Those two land the same morning and pay very differently: Coca-Cola's forward rate works out near a 2.4% yield, Altria's near 6.5%. A gap that wide between two long-established payers is not a scoring system. It is the market pricing two different sets of expectations about the decades ahead, and it is worth understanding before it is worth choosing between.

One name from the watchlist, looked at properly.

🧾 THE STEADY

Emerson Electric

A payment landed September 10. The forward rate is $2.22 a share a year, a little over 55 cents a quarter, which against trailing earnings of $4.04 a share works out to roughly 55% of what the company earns. That is a payout with room in it.

Two honest qualifications. The yield sits near 1.5%, which is well under what a Treasury pays right now — you would not hold this one for the current income. And its shares have moved more than the broad market rather than less, which surprises people who file industrials under "defensive." The 52-week range runs $122.64 to $166.35.

What it is: a long-established industrial that treats the payout as a commitment and funds it out of earnings rather than borrowing. The multi-decade payment record is the one figure the feed did not return today, so I am not printing a number for it.

📅 TOMORROW'S CALENDAR

Monday, September 14 — the open. Markets reopen into the first five-session week since August. Nothing scheduled; the day is what the weekend made of Friday's inflation figure.

Tuesday, September 15. Coca-Cola and Altria both go ex-dividend. Own before, not on.

Wednesday, September 16, 2:00 p.m. Eastern. Federal Reserve statement and quarterly projections. Look at the projections rather than the headline — they are published as ranges, and the ranges are the information.

Friday, September 18. September expiration and the quarterly index review, effective before Monday's open. Expect a busier tape than the news warrants.

When a payer yields 2% and another yields 6%, which one makes you more curious? Reply and tell me — I read them all.

— Randy Cole, Editor

P.S. Built for readers who check the numbers themselves — Good Morning Alerts is the morning version of this desk, earlier and shorter. Free to read. (From Good Morning Alerts)

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1013 Centre Road Suite 403-D
Wilmington, DE 19805, United States

Sabtu, 12 September 2026

Dimon Say Banks Should Be "Scared S**tless"

Bezos... DOOMED

Is Abercrombie & Fitch's Hot Streak Just Getting Started?

Key Points

The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

A Standout Quarter

An Upgrade That Fanned the Flames

What the Doubters Are Saying

Plenty of Momentum, But Beware Some Profit-Taking

While Everyone Watched Nvidia... These AI Stocks Exploded

☀️ The Week Ahead Has Three Dates On It