ConocoPhillips Is Up 56% This Year. November 5 Could Push It Further.
With energy leading the S&P 500 over the past month, COP’s 12.2 MTPA LNG book and 45% cash return commitment make it the clearest expression of the trade.
Procter & Gamble’s $1.4 Billion Cost Problem Gets Worse
Procter & Gamble delivered a quarter that deserved more credit than markets typically give a 130-year-old soap company. Core EPS…
Bezos… DOOMED?
October 23, 2026 Bonus Content: Eni Unlocked a Two-Layer Payday for Shareholders A note from our friends at Paradigm Press(ad)…
American Express Is Down 12% This Year. Spending Looks Steady.
AXP reports Q3 today, and premium cardholders keep spending.
Another Eerie Trump Prophecy is Coming True
October 23, 2026 Bonus Content: Spotify’s Margins Keep Growing. That Changes the Case. A note from our friends at Paradigm…
Bitcoin Can’t Hold $85,000. ETF Outflows Explain Why.
BTC is about 34% below its October 2025 peak, and spot ETFs keep bleeding cash.
Nestlé’s Volume Growth Changes the Bond-vs-Staples Debate
The question every income-oriented investor has been avoiding is this: if bonds pay 5%, why bother with consumer staples at…
Amazon built a robot that can “feel”
October 22, 2026 Bonus Content: GE Aerospace’s Orders Surged 49%. The Stock Fell Anyway. A note from our friends at…
Hermès Missed. Now Investors Must Ask What They Were Paying For.
China hit accessories, and the luxury stock that held a premium suddenly looks more cyclical.
D.C. Wants Experienced Drone Makers. This One Has 25 Years Behind It.
October 22, 2026 Bonus Content: Sutures Are Losing Ground. Medtronic Is Positioned to Profit. A note from our friends at…