A note from our friends at The Oxford Club(ad) Dear Reader, Trump just threatened a country. No… not Iran. Not…
The Contractor Deadline That Makes PQC a 2026 Trade
Most of the post-quantum cryptography conversation has focused on federal agencies and their migration timelines. That framing misses where the…
Who Owns the Water Plant Now Changes Everything
October 10, 2026 Private operators are buying municipal balance sheet risk, and PE is paying over $1 billion to own…
Federal Water Money Is Gone. Modular RO Plants Fill the Gap.
The IIJA fiscal-year rollover is accelerating a shift toward subscription-style water delivery.
President Trump’s new AI tirade hurting GOP?
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…