RCL reports Q3 before the bell with Wall Street expecting $6.38 per share, but debt maturities and a $3 billion…
Meta Is Selling $35 Billion of Stock This Week.
October 27, 2026 A $95 billion equity program lands days after free cash flow turned negative and hedge funds cut…
What Big Oil buried in 1976
October 27, 2026 Bonus Content: SK Hynix Reports Tonight. A $12 Billion Dividend Decision Comes With It. A note from…
Micron Is Locking In Memory Buyers Through 2031. That Changes What the Stock Is Worth.
Long-term contracts backed by $150 billion in committed revenue are quietly converting the most cyclical chip business in the world…
In 2017, I Told My Father to Buy Nvidia. Today, I’d Tell Him to Buy THIS
October 26, 2026 Bonus Content: Air Products Bets on Solid-State Hydrogen. Physics Cooperates A note from our friends at Brownstone…
1.8X gain on this SpaceX stock
October 26, 2026 Bonus Content: FedEx Pilot Pay Jump: Autonomous Freight Is the Exit Ramp A note from our friends…
Home Sales at a Record Low. That Is What a 5% Treasury Looks Like.
With mortgage rates around 7.4% and pending sales at a Redfin record low, housing is the clearest proof that monetary…
$0.47 a quarter from a sub-$15 oil income play
October 26, 2026 Bonus Content: Brazil Repriced the Region. Chile Decides Tomorrow, Colombia and Mexico Follow. A note from our…
Hormuz choked off… Oil prices soar.
October 26, 2026 Bonus Content: Saudi Oil Infrastructure Under Fire. Brent Fell Anyway. A note from our friends at The…
NextEra’s Smart Grid Avoided 140,000 Blackouts
October 26, 2026 FPL’s edge-intelligence layer proved itself against a hurricane Hurricane Isaias gave NextEra Energy (NEE) an unplanned live…