September 24, 2026 Bonus Content: SLB’s Deepwater AI Bet Is Starting to Pay. The Stock Hasn’t Caught Up. A note…
Your Book Attached
September 24, 2026 Bonus Content: Nutrien and Mosaic Face a Threat That May Be Louder Than It Is Real A…
Bezos… DOOMED
September 24, 2026 Bonus Content: Pacific Power Set a Price Tag for AI Power. Others May Follow. A note from…
Pacific Power Set a Price Tag for AI Power. Others May Follow.
Oregon’s new data center cost rule signals pressure at SO, AEP, D.
What is “Project Vulcan”?
September 24, 2026 Bonus Content: Japan’s Nikkei Surged Past 66,000. Now Watch the Yen. A note from our friends at…
Washington and Kyiv Move Against Refiner Margins
September 23, 2026 Diesel export curbs and an energy truce signal hit refiners fast. Tuesday’s UN General Assembly sidelines produced…
Your First Trade Playbook is expiring
September 23, 2026 Bonus Content: Nvidia’s Supply Constraint Is the Bear Case Nobody Priced A note from our friends at…
Southern Company Has Google Paying for Its Nuclear Upgrades. That Changes the Investment Case.
The Google-Georgia Power deal shifts who bears the cost of AI power growth, and SO shareholders may be the quiet…
Gold Shock coming September 30th
A note from our friends at Behind the Markets(ad) Dear Fellow Investor, Mark this date: On September 30th, 2026… The…
Allstate Is Down Sharply. Is the Dividend Worth the Storm Risk?
With $1.43 billion in catastrophe losses over two months and the stock at its lowest level since spring, the real…