Freshness policyThese fixed URLs are refreshed when material market developments create a useful research angle. The goal is current, decision-relevant education—not publishing filler simply to create another page.
Updated September 26, 2026
After the Fed’s Sept. 16 hike, 10‑year nears 5% and S&P 500’s forward P/E slips below ~19x
With long yields at multi‑decade highs and forward P/E near 2023 lows, investors need to recheck discount rates, growth assumptions, and sector mix behind today’s prices.
Read current analysis →Updated September 26, 2026
Costco’s Sep. 24 report: strong comps, higher membership income, and a small tariff refund boost
Costco’s Q4 FY26 showed double‑digit sales and solid comps. We separate comps, fees, margins, and one‑offs to refine FY27 assumptions and valuation ranges.
Read current analysis →Updated September 26, 2026
Fed lifts rates on Sep. 16; long yields hit multi‑decade highs—how to update discount rates now
A 25 bp hike plus a hawkish SEP pushed the 10‑year toward 5%. Translate this into WACC, debt rollover costs, and sector‑level valuation sensitivity.
Read current analysis →Updated September 26, 2026
Micron’s Sep. 30 earnings: testing $22B customer prepayments, HBM mix, and AI memory margins
Micron’s FQ4 arrives Wednesday, Sep. 30. We focus on long‑term customer agreements, HBM supply, and how prepayments and pricing floors flow through margins and FCF.
Read current analysis →
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