A note from our friends at Porter & Co(ad) Something strange just happened in the bond market. For years, foreign…
Year: 2026
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.
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September 26, 2026 Bonus Content: Nike Is Down 43% This Year. Earnings in Six Days Could Finally Tell You Whether…
$11B just flowed into this coin
A note from our friends at Crypto 101(ad) Dear Crypto Investor, A ruling just came down that most investors haven’t…
Three Numbers That Separate Bounce-Back Stocks
After a correction, some companies sprint back. The balance sheet shows why first.
Qualcomm Is Worth More Than the Market Thinks
September 26, 2026 Apple will keep paying royalties even as it builds its own modems Thursday morning looked like a…
Accenture’s Entire 2027 Bull Case Comes Down to Thursday
September 26, 2026 One booking number either confirms the AI spending cycle or kills it. Hyperscalers will spend heavily on…
This has already happened to seven gold miners [here’s the list]
September 26, 2026 Bonus Content: GoDaddy Is in Play. The Stock Is Worth Owning Either Way. A note from our…
Beginner’s Guide to Options
September 26, 2026 Bonus Content: Nvidia Guides to $108 Billion Next Quarter A note from our friends at Base Camp…
