The Saudi F-35 clearance signals order momentum that few peers match.
80% “Dow Drop” Predicted – Former Pentagon Economic Advisor
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This 20% Supply Risk Isn’t Fully Priced In Yet
A note from our friends at The Oxford Club(ad) Dear Reader, Oil just jumped above $100. Ships are being seized.…
Uber Bet Billions So You Pay Less Per Mile
With 30-plus AV partners and big vehicle orders, Uber is building a cost structure that could make human drivers optional.
Hidden in the Mountains: America’s Next Atom Bomb Moment
September 18, 2026 Bonus Content: Target’s $30B Owned Brands Have a Margin Problem A note from our friends at MarketWise(ad)…
FedEx Cut 34 Jets and Closed Hundreds of Stations
FedEx crossed a milestone that took two years and a significant amount of organizational pain to reach. Structural cost reduction…
The Energy Company That Missed Twice in Five Weeks
September 18, 2026 FLNC fell about 15% Thursday Market Snapshot FLNC is the energy-storage name dominating trader screens this morning.…
The danger is real – and so is the opportunity
September 18, 2026 Bonus Content: Zcash Hits $1,400 While Bitcoin Loses Ground in 2026 A note from our friends at…
This is how traders get crushed
September 18, 2026 Bonus Content: Paramount Owes WBD Shareholders $1.3 Billion Before Trial Ends A note from our friends at…
Fluence Energy Cut Its Revenue Forecast Twice. FY Ends in 12 Days.
FLNC fell about 15% Thursday after slashing FY26 revenue to $2.4B and widening its adjusted EBITDA loss outlook to $200M.…