The investment committee question this week is not whether the Strait of Hormuz will reopen. It is what kind of…
Category: Newsletters
The AI IPO trade to watch now
August 17, 2026 Anthropic’s $65B Run Rate. Our One-Stock Pick. You cannot buy Anthropic yet, but you can own the…
Cook Is Under Fire From Two Directions
August 10, 2026 Cook Is Under Fire From Two Directions A White House removal letter and a hawkish rate warning…
SPCX Surged 15.8%. Bears Got Wrecked.
August 9, 2026 SPCX Had Its Best Day Ever. Bears Paid For It. A 15.8% surge Friday turned SpaceX’s feared…
DV: $13.60 Cash Exit Is In
August 8, 2026 DV’s $13.60 Deal. The Arb Is Small. Nielsen is buying DoubleVerify. The bigger trade is what happens…
Today’s Stock: BMNR
July 28, 2026 Today’s Stock: BMNR One company owns 4.8% of all ETH and is staking its way to $299M…
KO: One Stock Worth Owning Right Now
July 21, 2026 Why KO Is the Stock to Watch This Week Five analyst upgrades, a FIFA tailwind, and earnings…
VST Near Its Low. August 7 Could Change That.
July 17, 2026 VST Is Near Its 52-Week Low. August 7 Could Change That. A Meta nuclear deal and record…
The Biggest Quarter in Samsung History Drops Tomorrow
July 6, 2026 The Biggest Quarter in Samsung History Drops Tomorrow Two events this week could permanently change how the…
Five Things That Will Move Markets This Week
July 5, 2026 Five Things That Will Move Markets This Week Fed minutes, two early earnings reads, and a chip…