October 8, 2026 A $3 to $4 billion accounting loss hides a structurally better business after the Hess Midstream deal.…
Year: 2026
Google Just Locked In 20 Years of Nuclear Power From This Stock
October 8, 2026 A 20-year, 890-megawatt nuclear deal with Alphabet brings $4.3B of upgrades and long-term contracted revenue. Two days…
Blue Owl Investors Want 39% of an AI Loan Fund Back. The Fund Won’t Give It to Them.
Three straight quarters of blocked withdrawals reveal what sophisticated allocators think about private credit's AI exposure.
D.C. Wants Experienced Drone Makers. This One Has 25 Years Behind It.
October 8, 2026 Bonus Content: JPMorgan Reports in 5 Days. The Deal Machine Is Running Hot. A note from our…
838 winners out of 879 trades, and it’s boring
October 8, 2026 Bonus Content: PepsiCo Reports Today at a 16x Multiple TSN | A Message from Our Partner, Base…
Nvidia Moves Into Consumer PCs. Is That Bullish?
Microsoft’s Surface Laptop Ultra puts RTX Spark on desks, and the stock story is trickier than the keynote suggested.
Your money and the public-comment window
October 7, 2026 Bonus Content: JFK Rents Hit $30. The Tarmac Is the Product. A note from our friends at…
6,714 Branch-Closing Records. Are You Paying Attention?
October 7, 2026 Bonus Content: Georg Fischer’s Liquid-Cooling Orders Doubled. Parker Hannifin Is Next. A note from our friends at…
The Diesel Tax Deferral Ends in January. Is Valero a Buy?
Diesel averaged $6.32 a gallon nationally on Monday, according to AAA. That level sits far above pre-war levels since the…
Reinsurance Is Getting Cheaper. The Trade Is Harder.
Why This Stock Now Three separate research firms just told the reinsurance market the same thing: property-catastrophe rates are falling…