With $6.1B due by end-2028 and a $3B Sandals deal, the question is whether guidance holds.
Pfizer Got FDA Approval. The Stock Didn’t Care.
Pfizer had genuinely good clinical news on Monday. The FDA approved Talzenna (talazoparib) in combination with Xtandi (enzalutamide) on October…
Is Trump “taking America public”? Here’s how to own a piece.
October 27, 2026 Bonus Content: Royal Caribbean Beats EPS but Misses Revenue. Shares Drop 7%. A note from our friends…
The government calendar I keep on my desk
October 27, 2026 The strang government calendar I keep on my desk Bonus Content: S&P Global’s Subscription Problem Is the…
The KOSPI Just Tripped Its Second Halt in Six Days. That Is Not a Healthy Rally.
The Korea Exchange paused program buying for five minutes this morning, the second such halt in six days, after the…
Eli Lilly Can Keep Calling Its Obesity Drugs Stronger. Q3 Earnings on Wednesday Will Prove It.
A court loss for Novo Nordisk clears Lilly's marketing runway into open enrollment — right as the numbers that actually…
Everything in your 401(k) is a promise
October 26, 2026 Bonus Content: FedEx Lost 667 Pilots. Its Autonomous Aircraft Partner Flew Without One. A note from our…
Use this link before it changes
October 26, 2026 Bonus Content: HON’s Armor Business Spun Out. The Defense Demand Didn’t. A note from our friends at…
Nvidia’s Demand Story Gets Harder to Dismiss After SpaceX’s $40 Billion Bet
While credit markets shut off for AI-only borrowers, SpaceX locked in Q1-Q2 2027 GPU deliveries, and that distinction matters for…
They said you were interested?
October 26, 2026 Bonus Content: Lula’s Win Leaves LatAm Policy Week Without Right Anchor A note from our friends at…