A note from our friends at Weiss Ratings(ad) Dear Reader, Starting as soon as a few months from now, the…
Category: Newsletters
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…
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…
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…
Prediction from the “Billionaire Whisperer”
September 24, 2026 Bonus Content: BlackRock Is Turning Private Markets Into a Blockchain Product. Q3 Earnings Are October 13. A…
IonQ Claims a Quantum Computing First IBM and Google Haven’t
September 24, 2026 A real-time error decoder on one standard CPU is a milestone. Whether it justifies the stock’s price…
Meta Gave Smart Glasses a Mass-Market Price. Best Stock?
September 24, 2026 Connect 2026 pushed Meta deeper into glasses. The bet is whether $349 brings buyers that $1,300 never…