With $15.34T in AUM and a tokenization push in the U.S. and Europe, BlackRock is no longer testing the idea.…
TJX Is Moving Into Every Empty Mall Anchor in America
September 24, 2026 Department stores are closing. TJX is signing the leases. That is the trade buried in last quarter’s…
Elon’s AI Phone is coming
September 24, 2026 Bonus Content: SLB’s Deepwater AI Bet Is Starting to Pay. The Stock Hasn’t Caught Up. A note…
Your Book Attached
September 24, 2026 Bonus Content: Nutrien and Mosaic Face a Threat That May Be Louder Than It Is Real A…
Bezos… DOOMED
September 24, 2026 Bonus Content: Pacific Power Set a Price Tag for AI Power. Others May Follow. A note from…
Pacific Power Set a Price Tag for AI Power. Others May Follow.
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…