And welcome back to Street Tweets from The Street Sheet!

Travis Kelce might not be the one to save the Chiefs’ season. (That honor goes to Rashee Rice.) And he might not be the best muse for his fiancée Taylor Swift. (Many critics rank the album he inspired as her worst ever.)

But that didn’t stop the superstar tight end from throwing his weight behind another pillar of American entertainment. Kelce is joining activist investor Jana Partners to help revive Six Flags $FUN ( ▲ 3.17% ), after the theme park chain’s business has gotten about as flat as its funnel cakes.

The plan: streamline tech, refresh branding, and maybe sell off a few underperforming parks. The track record: not exactly a three-peat.

But hey. Third time’s the charm?

— Brooks & Cas

Stocks hit fresh record highs last week. The rally came after the long-delayed CPI report showed core inflation ticking up to 3% — hotter than August, but cooler than forecasts. That’s the last official data we’ll get until the government reopens, which makes this bull run equal parts optimism and autopilot.

This week brings a triple threat: Big Tech earnings, a Trump–Xi summit, and the Fed’s next rate decision. But with traders widely expecting another 25 bps cut, the real show may be in Microsoft’s $MSFT ( ▲ 0.59% ) results and its $80B AI buildout. When rate cuts, trade talks, and the AI boom all collide, expect fireworks — or whiplash.

Want to learn more? Click through to read the full Market Summary.

Tariffs are back. Walls are rising. The Red Sea — once a superhighway — is now a bottleneck. Supply chains are being forced into longer, costlier, more fragile routes.

And someone is making money off the chaos.

In our upcoming Street Sheet Research report, we break down this rare shift in shipping — and why it is quietly funneling profits toward a class of operators positioned to win in an increasingly inefficient world. Specifically, we’ve identified one stock directly exposed to this trend, with a rare setup to take advantage.

The full report drops a week from today — but only for Street Sheet Research members.

So, if you want to see the name, the thesis, and the numbers behind it:

But with stocks at all-time highs, tariff rates not far behind, and the looming possibility of every taxpaying American getting another government check?

I have a bad feeling about this…

But what do I know. What do y’all think?

High earners entering the US workforce are typically headed toward one of two extremes: big-kid daycare or backrooms hell.

Never been more thankful for remote work.

Then you’re missing out. Every Saturday, Street Sheet Research subscribers receive an institutional-quality PDF outlining all the important happenings on Wall Street over the past week — and dozens of potential ways to play them.

Today, we covered why munis had their best month in nearly two years (and whether their moment can continue), an attractive opportunity amid a “minefield for investors”, what’s driving a slew of price target hikes across the crypto sector, and much more.

The best part? Even if you missed it, it’s not too late.

It just provides hallucinated operational fiction designed to simulate what a reliable source of information would say.

A perfect fit for investment banking — and, for that matter, internet search!

Or what if — bear with me here — it was there all along? As a professional editor, I can assure you, “workslop” is not a new phenomenon.

I don’t know if that 15% rate hasn’t changed since the rise of AI. But the sheer volume sure has.

Yes, the crowns are missing. But the provenance lives forever on the blockchain. And in the end, isn’t that what really matters?