September 22, 2026 The MFN contract’s terms are public, and they reshape what overseas growth is worth. The deal was…
Category: Newsletters
Student Loan Chaos Is About to Hit Millions. Here Is Where Smart Money Is Hiding.
September 22, 2026 Student Loan Chaos Is About to Hit Millions SAVE exits start Sept. 29, 2026. The spending hit…
And the stock that did it ran 417,940%.
September 22, 2026 Bonus Content: JPMorgan Is Chasing India’s Deal Boom. Is JPM the Right Financial Stock to Own Now?…
Corporate insiders are front-running the market again
September 22, 2026 Bonus Content: AMD Touched $1 Trillion. The Real Argument Starts Now. A note from our friends at…
Under $5, Is This Nasdaq Early to America’s Next Defense Boom?
September 22, 2026 Bonus Content: Dell Has a $95 Billion AI Backlog and Trades at 19x Earnings A note from…
Pentagon Wants 300,000 Drones. Which U.S. Companies Are Ready?
September 22, 2026 Bonus Content: Meta’s Muse Hits No. 1. Connect Keynote Is Wednesday. A note from our friends at…
Crude Shrugs Riyadh Smoke. Watch the Barrels.
September 21, 2026 Saudi exports climbed back above 4 million bpd in September as Houthis hit Riyadh. Saturday’s images were…
Anthropic Can’t Go Public Yet. Buy Alphabet Instead.
September 21, 2026 Google Cloud’s 82% growth and a $514 billion backlog make it the cleanest way to own enterprise…
Here’s Why Trump Won’t End The Iran War
A note from our friends at Banyan Hill Publishing(ad) Dear Reader, They declared a ceasefire! Until they didn’t. Then Trump…
Your Book Attached
September 21, 2026 Bonus Content: FedEx Just Bought Europe’s Biggest Parcel-Locker Network. Does It Change the Stock? A note from…