October 10, 2026 Bonus Content: The Sensor Winning Smartphone and Drone Vision Contracts Before Anyone Noticed A note from our…
Last Call on This AI Stock Story
October 10, 2026 Bonus Content: Canada Lost 68,000 Jobs. USD/CAD at an 18-Month High. A note from our friends at…
Anthropic Is Asking You to Buy What You Cannot Read
With no public prospectus on EDGAR and a $2 trillion price tag, the discipline of waiting may be worth more…
The Fed just hiked rates. Here’s what I’d do…
October 10, 2026 Bonus Content: Bitcoin ETFs Just Erased September’s Gains in Eight Days A note from our friends at…
I’m excited for Anthropic – but I’m NOT buying it
October 10, 2026 Bonus Content: China’s Golden Week Drew Record Crowds. Wallets Barely Opened. A note from our friends at…
Every Analyst Is Wrong and the Stock Keeps Going Up
October 9, 2026 An NIH cancer-vaccine partnership is the newest catalyst, but Wall Street’s targets still lag the stock. Moderna…
JPMorgan, Goldman Sachs, Wells Fargo and Citigroup open Q3 earnings season
October 9, 2026 Four Banks Report Tuesday. Here Is What the Market Needs. Friday ended better than it started. U.S.…
Private Credit’s $1.4 Trillion Market Has a Loan Problem
Rivals are circling distressed BDCs, but the bigger question is what happens when 2021-era loans mature into a 5%-plus rate…
U.S. Is Building a New Arsenal. This Name Can Help Power It.
October 9, 2026 Bonus Content: The Firms Locking Up 20-Year Water Contracts Before Droughts Get Worse A note from our…
You Won’t Believe What I See on Monday at 9:30
October 9, 2026 Bonus Content: Hurricane Isaias Nears Landfall Tonight. What to Do With Energy and Insurer Stocks Before the…