A note from our friends at Weiss Ratings(ad) Dear Reader, Starting as soon as a few months from now, the…
Year: 2026
Elon just did the impossible
September 26, 2026 Bonus Content: ConocoPhillips Doubled Its Adjusted EPS. Q3 Is Nov. 5. A note from our friends at…
MercadoLibre Hits $10B Revenue. Stock Is Off 31%.
Back-to-back ~50% revenue growth, a $16B credit book, Q3 on November 4.
Five Costco Executives Bought Stock Two Weeks Before the Beat
September 25, 2026 The filing was quiet. The timing was not. The earnings were good. Costco delivered $6.75 per diluted…
Broadcom’s AI Revenue Tripled. Its Stock Is Flat.
September 25, 2026 AVGO trades near a technical bear market Custom AI silicon is one of the fastest-growing businesses at…
Broadcom’s AI Revenue Tripled. Its Stock Is Flat.
AVGO trades near a technical bear market while guiding to $115 billion in AI revenue in fiscal 2027. The gap…
Microsoft Is the Last Hyperscaler Standing on Free Cash Flow
Yesterday, Akamai announced a seven-year, $11.6 billion cloud commitment with Anthropic and immediately raised its 2026 capital expenditures by roughly…
The biggest scam in America
September 25, 2026 Bonus Content: Boeing Has a $715 Billion Backlog and Can’t Build Fast Enough A note from our…
Here’s Why Trump Won’t End The Iran War
September 25, 2026 Bonus Content: Lockheed Martin Is Quadrupling Missile Output. Can It Deliver? A note from our friends at…
Brent at $106.60 Cuts Both Ways. Here Is How to Stay Long Energy Without Getting Caught Offside.
The Hormuz deal headline that pared crude's $108 spike also revealed exactly which energy names survive a reopening and which…