Whether Apollo can finance a deal this large at today’s rates could say more about J&J’s breakup value than the…
Tonight or Never
September 18, 2026 Bonus Content: CrowdStrike’s Supply Chain Bet Is the Real Endpoint Story A note from our friends at…
Boston Scientific’s Biggest Quarter in Years
September 18, 2026 A cyberattack, EP share losses, and a $14.5B acquisition have reset every assumption traders had about Boston…
The Single-Most Profitable and Undervalued Company in the Entire Market
September 18, 2026 Bonus Content: Palantir’s $13.1B Backlog Is the Number Wall Street Is Missing A note from our friends…
America’s largest debt holder spikes rates
September 18, 2026 Two dissenting BoJ votes and a 275-basis-point gap versus the Fed explain why a hike sent the…
The Marvel Playbook Created 350B+ in Franchise Value
September 18, 2026 Bonus Content: Workday Jumps 6% as Reported Buyout Financing Progresses A note from our friends at Skybound_DM(ad)…
5 Minutes. 4 Questions. Every Trade.
September 18, 2026 Bonus Content: Oil Has Dropped Three Days Straight. Tuesday’s Gulf Summit Could Reverse That Fast. A note…
Mortgage Rates Hit 6.95%. Here Is What It Costs a Buyer.
With real quotes nearer 7.2% and pending sales 30% below pre-pandemic norms, the math has turned against buyers and homebuilder…
The Senate Could Flip. What That Means for Healthcare and Energy Stocks.
Kalshi and Polymarket put Democrats around a 55-59% shot at the Senate. Allocators with two-year theses on managed care, energy,…
The “Secret City” That Built the Atom Bomb Is Back
September 17, 2026 Bonus Content: Prologis Has 5.8GW of Data Center Power. Now Comes the Hard Part. A note from…