From the Trump-Xi summit to flash PMIs and a homebuilder test, the week of September 21 is unusually dense.
Year: 2026
Alphabet’s Valuation Still Looks Cheap While Rivals Borrow to Keep Up
September 19, 2026 GOOGL rose Friday as targets climbed and a self-funded €13bn Finland commitment reframed what the stock is…
$2 Gold Explorer: Major Resource Announcement Expected September 30
September 19, 2026 Bonus Content: Nucor’s Selloff Is About a Miss on the Street, Not a Miss in the Business…
Elon Musk’s AI Forecast
September 19, 2026 Bonus Content: Costco Reports in 5 Days. A Special Dividend May Follow. A note from our friends…
Nvidia’s Jensen Huang Is at the Table. So Is a $14B Arms Sale.
How to position in Chinese equities and semiconductors into the Sept. 24 Trump-Xi summit, and where to cut if Beijing…
The Cybersecurity Company Bernstein Just Downgraded
September 19, 2026 Revenue jumped 34% in fiscal Q4 and Q1 guidance topped expectations. The debate is whether valuation leaves…
I’m Focused on Stocks Wielding AI Like a Weapon
A note from our friends at The Oxford Club(ad) Dear Reader, The biggest mistake investors made during America’s first Great…
Moderna’s Cancer Factory Is the Real Story
A Phase 3 melanoma win proves mRNA oncology. Can it scale?
Warner Bros. Discovery Gets $7M a Day. The Question Is Whether You Want In.
In six days, Warner Bros. Discovery shareholders start getting paid to wait. Specifically, they start collecting roughly $7 million a…
Are you getting ready to head for the weekend?
September 18, 2026 Bonus Content: Vital Farms Is Reportedly for Sale. At $11.70, Is the Gap Worth the Gamble? A…