Latest / Solving America's Problems
August 3, 2026
The 30-year Treasury hit 5.28% intraday this week, the highest borrowing cost since 2007, and it has nothing to do with a recession. Jerremy Alexander Newsome and Dave Conley open on Palantir, which Dave calls "wired into" the central nervous system of the US government heading into tonight's earnings — the stock sits right on its 100-week moving average after a 40% pullback, and a gap below $117 could trigger one of the biggest sell-offs in months. Apple posted strong earnings but gapped down anyway, admitting it's getting bullied on AI the same week Amazon and Nvidia printed record gains…
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