October 25, 2026 Bonus Content: UBS, Deutsche Bank, and BNP Report Wednesday With French Debt at a 24-Year High A…
MarketAxess Antitrust Cleared. ICE’s $6bn Deal Is on Track.
Market Snapshot MKTX enters Monday’s session as the clearest merger arbitrage trade on the board. The DOJ and FTC granted…
Meta’s P/E Is 24. Its Capex Bill Is $140 Billion.
Meta just reported Q3 numbers that, on the surface, look unambiguously good. The company posted adjusted EPS of $7.40, beating…
Putting your book behind a paywall
October 24, 2026 Bonus Content: Oracle’s $125 Billion Debt Isn’t the Crisis. The Next 5 Years Are. A note from…
He called the worst day in stock market history…
October 24, 2026 Bonus Content: Microsoft, Alphabet, and Boeing Report This Week A note from our friends at The Oxford…
CrashGPT coming on Dec. 18 …
October 24, 2026 Bonus Content: Energy Is Up 45% This Year. Brent at $116 Makes the Next Trade Harder to…
The Pattern Behind a 6x Return in a Single Morning
October 24, 2026 Bonus Content: Israel Votes Tuesday. The Coalition Could Move Oil Prices. A note from our friends at…
A potential offset to the inflation squeeze
October 23, 2026 Bonus Content: The 10-Year Treasury Hit 5.13%. The Fed Meets in Six Days. A note from our…
The 60-minute daily routine that doesn’t care about market direction
October 23, 2026 Bonus Content: Japan’s Inflation Just Hit 2.1%. The Yen Moved. The BOJ Won’t. A note from our…
DO YOU LIVE HERE?
October 23, 2026 Bonus Content: Taiwan Is Dark Until Tuesday. TSM and Chip ETFs Carry the Price. A note from…