September 28, 2026 Bonus Content: Micron Reports Wednesday. $31 EPS Is the Floor. A note from our friends at Behind…
Month: September 2026
American Airlines Just Added $1 Billion to Its Fuel Bill
Trump’s rejection of Iran’s Hormuz plan erased Friday’s relief rally and puts AAL, UAL, and the sector in the crosshairs…
America’s Gold Company Retirement Is $40 Trillion in Debt
September 27, 2026 Bonus Content: Restarting Dead Reactors Is Harder Than Signing the Deal A note from our friends at…
One Bad Year Is All It Takes. See the $40 Trillion Problem Today.
September 27, 2026 Bonus Content: Voice AI Is Cutting Corporate Phone Bills by 90%. The Math Is Brutal for Human…
Starbucks to Close 250 Stores as Fiscal Year Ends
A $300 million restructuring charge hits in late September, complicating late-October earnings expectations.
CrowdStrike’s DOJ Probe Is Over. The Stock Fell Anyway.
On Friday, September 25, 2026, federal prosecutors handed CrowdStrike what should have been good news. Reports said the Justice Department…
ExxonMobil: Oil Near $95, Venezuela Talks, and Q3 on Oct. 30
Crude oil settled near $95 a barrel this past week, and ExxonMobil is positioned to make the most of it.…
How a Secret Agreement That Saved the Dollar
A note from our friends at Porter & Co(ad) Something strange just happened in the bond market. For years, foreign…
The Greatest Stock Story Ever?
A note from our friends at The Oxford Club(ad) Dear Reader, I had to share this with you today. It’s…
Anthropic Wants to Own Its Cost Base. Apollo May Be Its Landlord.
A 1-gigawatt lease from Apollo's Stream looks like cloud escape. The math is more complicated.