My new warning
October 30, 2026 Bonus Content: Regeneron Reports Q3 2026 With a Clearer Dupixent Profit Share A note from our friends…
Brent at $116 Is the Market’s Answer to Tehran and Washington
Two official accounts of the Strait of Hormuz cannot both be true. Iran’s armed forces said Thursday that four tankers…
Euro Shorts Are at a Record. Inflation Data May Test Them.
The European Central Bank spent Thursday debating a rate hike before voting unanimously to hold. Twenty-four hours later, the inflation…
The S&P 500 Rose as Alphabet Collapsed. That Is the Story.
The index number that matters most this morning is not the Nasdaq 100 futures contract, which is down roughly 2%…
Brent at $116 Is the Market’s Answer to Tehran and Washington
Two official accounts of the Strait of Hormuz cannot both be true. Iran’s armed forces said Thursday that four tankers…
Euro Shorts Are at a Record. Inflation Data May Test Them.
The European Central Bank spent Thursday debating a rate hike before voting unanimously to hold. Twenty-four hours later, the inflation…
The S&P 500 Rose as Alphabet Collapsed. That Is the Story.
The index number that matters most this morning is not the Nasdaq 100 futures contract, which is down roughly 2%…
Regeneron Reports Q3 2026 With a Clearer Dupixent Profit Share
The stock is down about 31% from its August 2024 high. Today’s Q3 report should show what Dupixent is really contributing.
One Critical Move Before AI’s Next Phase
October 29, 2026 Bonus Content: Nvidia Needs $600 Billion in Revenue to Hit $10T. The Math Is Starting to Work.…
Microsoft’s Best Azure Quarter in Years. Wall Street Debates the Debt.
Azure hit 48% growth and guided higher, but Amy Hood’s phrase, ‘other options too,’ is what institutions can’t stop parsing.