Oregon’s new data center cost rule signals pressure at SO, AEP, D.
What is “Project Vulcan”?
September 24, 2026 Bonus Content: Japan’s Nikkei Surged Past 66,000. Now Watch the Yen. A note from our friends at…
Washington and Kyiv Move Against Refiner Margins
September 23, 2026 Diesel export curbs and an energy truce signal hit refiners fast. Tuesday’s UN General Assembly sidelines produced…
Your First Trade Playbook is expiring
September 23, 2026 Bonus Content: Nvidia’s Supply Constraint Is the Bear Case Nobody Priced A note from our friends at…
Southern Company Has Google Paying for Its Nuclear Upgrades. That Changes the Investment Case.
The Google-Georgia Power deal shifts who bears the cost of AI power growth, and SO shareholders may be the quiet…
Gold Shock coming September 30th
A note from our friends at Behind the Markets(ad) Dear Fellow Investor, Mark this date: On September 30th, 2026… The…
Allstate Is Down Sharply. Is the Dividend Worth the Storm Risk?
With $1.43 billion in catastrophe losses over two months and the stock at its lowest level since spring, the real…
1929… 1987… 2008… COVID…
September 23, 2026 Bonus Content: Kalshi Filed to Add Margin to Prediction Markets A note from our friends at Paradigm…
Dell Has a $95 Billion AI Backlog and Trades at 19x Earnings
Revenue up 58%, EPS up 203%. Next report is late November.
Apple’s $20,000 Mac Makes Its Case Against the Cloud Bill
Apple’s upgraded Mac minis and Mac Studios began shipping Tuesday, September 22, 2026, and the company’s argument to corporate procurement…