A record $2 billion auto quarter, 89% year-over-year growth, and a data center ramp to $15 billion by 2029 —…
Target years worth of trading gains in mere days?
November 5, 2026 Bonus Content: Duke Energy Reports Today. Data Centers Are Now Political. A note from our friends at…
Ominous New Day in America (Get Ready for it)
November 5, 2026 Bonus Content: Microchip’s Q2 Report Tonight: What the Channel Inventory Number Actually Decides A note from our…
Figma’s IPO Made It a $68B Company. Now It’s $11B.
With Q3 earnings due tonight and Anthropic preparing to list near $2T, Figma’s collapse from debut-day euphoria is a lesson…
Boeing’s Wing Problem Is What’s Really Grounding the 737
November 4, 2026 A bottleneck in Renton is why 500 deliveries won’t happen in 2026, and why the next ramp…
Bitcoin Faces Two Years Without a Legislative Lifeline
November 4, 2026 Warren takes the Senate Banking gavel and the CLARITY Act dies Bitcoin hit $75,711 overnight before clawing…
These altcoins tripled Bitcoin’s gains… then this
November 4, 2026 Bonus Content: Kioxia, SoftBank and Advantest Paid the Price US Chip Stocks Skipped A note from our…
How to Take Your Bank Account ‘Off the Grid’
November 4, 2026 Bonus Content: ADP and ISM Services Land This Morning A note from our friends at Weiss Ratings(ad)…
Chevron Found It in ’76. They Hoped You’d Forget.
November 4, 2026 Bonus Content: Robinhood’s Options Boom Isn’t Paying the Bills A note from our friends at Behind the…
Brent Has Lost $20 in Eight Days. Here Is Which Side of the Trade to Be On.
Oil’s fastest drop of the year splits the market cleanly: energy producers absorb the pain while airlines stand to gain,…