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…
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…
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…
JPMorgan, Goldman Sachs, Wells Fargo and Citigroup open Q3 earnings season
October 9, 2026 Four Banks Report Tuesday. Here Is What the Market Needs. Friday ended better than it started. U.S.…
U.S. Is Building a New Arsenal. This Name Can Help Power It.
October 9, 2026 Bonus Content: The Firms Locking Up 20-Year Water Contracts Before Droughts Get Worse A note from our…
You Won’t Believe What I See on Monday at 9:30
October 9, 2026 Bonus Content: Hurricane Isaias Nears Landfall Tonight. What to Do With Energy and Insurer Stocks Before the…