A UBS upgrade, a record missile order book, and a book-to-bill of 3.2x are converging at a price the fundamentals…
Day: September 17, 2026
The Bank the Sector Selloff Ignored
September 17, 2026 JPMorgan guided Q3 fees and trading up double digits while the sector sold off on BofA’s warning.…
This Company Just Had Its Best Year Ever
A note from our friends at The Oxford Club(ad) Dear Reader, Every now and then, I come across a company…
Why Wall Street is Dumping ETFs – September 30th
September 17, 2026 Bonus Content: Lockheed’s $230B Backlog Is the Biggest in Its History. The Stock Is 23% Off Its…
Crude Drops $4 as Aramco Finds a Way Around Its Broken Pipeline
The war premium that drove oil toward $109 is unwinding. Not every energy trade unwinds with it.
The Robot Surgery Company Nobody Wants
September 17, 2026 Five straight beats, 85% recurring revenue, and a decade-low multiple make the case for Intuitive Surgical right…
Man Who Predicted COVID 19 Crash Warns of New Crisis
September 17, 2026 Bonus Content: Intuit Grew Revenue 14% and Cut Its Workforce 17%. FY27 Guidance Is the Hard Part.…