October 9, 2026 Bonus Content: Hurricane Isaias Nears Landfall Tonight. What to Do With Energy and Insurer Stocks Before the…
Alphabet Is Collecting AI Revenue as Rivals Still Project It
Google’s universal Gemini agent lands in paying enterprises
“Watch out for the Anthropic IPO”
October 9, 2026 Bonus Content: Consumer Confidence Is 2.8 Points From Its Record Low. The Number to Watch Is Not…
Major Banks Brace for Rapid Selloff
October 9, 2026 Bonus Content: Goldman Sachs Hands 20 Executives $500M in Stock Days Before Earnings A note from our…
This Auto Supplier Just Crashed 19% and It’s Not Alone
October 8, 2026 The French parts maker cut 2026 targets and plans 770 European job cuts, and the damage is…
Constellation Energy Is Down About 14% This Year. Google Changed the Math.
A 20-year, 890-megawatt nuclear deal with Alphabet brings $4.3B of upgrades and long-term contracted revenue.
5-Day Cash Flow Trade
October 8, 2026 Bonus Content: ABN Amro Is Losing Its Government Shield A note from our friends at Tradewins(ad) Blane…
D.C. Wants Experienced Drone Makers. This One Has 25 Years Behind It.
October 8, 2026 Bonus Content: Chevron Takes a $3-4 Billion Loss to Cut Its Bakken Costs in Half A note…
Data Centers Are Being Canceled at a Record Pace. Here Is Who Pays.
With $260 billion in US projects killed this year, the AI capex trade is showing its first real crack.
The detail behind this banking number
October 7, 2026 Bonus Content: The Refining Gap Is Where China’s Leverage Bites Hardest A note from our friends at…