September 11, 2026 ELV’s CFO flagged better Q3 trends at Wells Fargo’s conference, and the stock jumped as UnitedHealth slid.…
Day: September 11, 2026
Elon’s S-1 Master Plan Could Rewrite the Rules of AI
September 11, 2026 Bonus Content: Texas Instruments Is Up This Past Year. The Factory Is Why. A note from our…
Saudi Arabia Is Pumping Oil at 1990 Levels. The Spare Capacity Safety Net Is Gone.
With 6.24 million barrels a day leaving Aramco's fields, energy investors are reckoning with a world where the market's traditional…
Allstate Beat Estimates by 48%. The Stock Trades at 5x Earnings.
September 11, 2026 One of the cheapest quality compounders in the market right now. The insurance industry has had a…
#1 Power Grid Stock Right Now
September 11, 2026 Bonus Content: AeroVironment Beat Earnings by 96%. Then AVAV Dropped. Now Up 10% A note from our…
Elon’s S-1 Master Plan Could Rewrite the Rules of AI
September 11, 2026 Bonus Content: DocuSign Is Down 78% From Its Peak A note from our friends at MarketWise(ad) Dear…
Chime’s $590M Stride Deal Could Reshape Its Cost Structure
September 10, 2026 Thirty percent revenue growth plus more than $100 million in claimed synergies make the buy case compelling.…
At 6.76%, the Mortgage Market Is Frozen. Here’s Who Pays and Who Profits.
Rising rates have stopped the housing market from clearing. The more important question is which housing-linked holdings are already priced…
This May Still Be an Early Copper Window
September 10, 2026 Bonus Content: Oracle Reports Tonight. A $21.6B Pentagon Cloud Contract Makes the Bull Case Harder to Ignore.…