September 22, 2026 Bonus Content: Dell Has a $95 Billion AI Backlog and Trades at 19x Earnings A note from…
Month: September 2026
Pentagon Wants 300,000 Drones. Which U.S. Companies Are Ready?
September 22, 2026 Bonus Content: Meta’s Muse Hits No. 1. Connect Keynote Is Wednesday. A note from our friends at…
Crude Shrugs Riyadh Smoke. Watch the Barrels.
September 21, 2026 Saudi exports climbed back above 4 million bpd in September as Houthis hit Riyadh. Saturday’s images were…
Anthropic Can’t Go Public Yet. Buy Alphabet Instead.
September 21, 2026 Google Cloud’s 82% growth and a $514 billion backlog make it the cleanest way to own enterprise…
FCX Is Coiling Below $72. Watch These Levels.
Copper at $6.65 a pound, a $4.68-per-pound gross spread, and a tariff decision that could reshape U.S. supply economics. Freeport-McMoRan's…
Here’s Why Trump Won’t End The Iran War
A note from our friends at Banyan Hill Publishing(ad) Dear Reader, They declared a ceasefire! Until they didn’t. Then Trump…
Your Book Attached
September 21, 2026 Bonus Content: FedEx Just Bought Europe’s Biggest Parcel-Locker Network. Does It Change the Stock? A note from…
Elon’s Most Obvious Target?
September 21, 2026 Bonus Content: Apple’s iPhone 18 Is Selling. The Real Test Is Oct. 28. A note from our…
Apple. Netflix. Now?
September 21, 2026 Bonus Content: Vertex Has a Nov. 30 FDA Date That Could Redefine It A note from our…
Apple’s iPhone 18 Pro Lead Times Jumped in Week Two
JPMorgan's data eased launch-day worry, and iPhone Duo pre-orders open October 16.