Talent Solutions posted its first growth since 2022. After a 22% jump, the real question is what comes next.
MarketAxess Antitrust Cleared. ICE’s $6bn Deal Is on Track.
Market Snapshot MKTX enters Monday’s session as the clearest merger arbitrage trade on the board. The DOJ and FTC granted…
Meta’s P/E Is 24. Its Capex Bill Is $140 Billion.
Meta just reported Q3 numbers that, on the surface, look unambiguously good. The company posted adjusted EPS of $7.40, beating…
Putting your book behind a paywall
October 24, 2026 Bonus Content: Oracle’s $125 Billion Debt Isn’t the Crisis. The Next 5 Years Are. A note from…
He called the worst day in stock market history…
October 24, 2026 Bonus Content: Microsoft, Alphabet, and Boeing Report This Week A note from our friends at The Oxford…
CrashGPT coming on Dec. 18 …
October 24, 2026 Bonus Content: Energy Is Up 45% This Year. Brent at $116 Makes the Next Trade Harder to…
The Pattern Behind a 6x Return in a Single Morning
October 24, 2026 Bonus Content: Israel Votes Tuesday. The Coalition Could Move Oil Prices. A note from our friends at…
Nucor Reports Soon. Steel Prices Are Up 52%. EPS Could Triple.
Q3 guidance is $5.55 to $5.65 per share vs. $2.63 a year ago. Is the run already priced in?
ConocoPhillips Is Up 56% This Year. November 5 Could Push It Further.
With energy leading the S&P 500 over the past month, COP's 12.2 MTPA LNG book and 45% cash return commitment…
A potential offset to the inflation squeeze
October 23, 2026 Bonus Content: The 10-Year Treasury Hit 5.13%. The Fed Meets in Six Days. A note from our…