Five Central Banks in Three Days: Why Lagarde Matters Most
RBNZ, BoC, Fed, ECB and BoJ crowd the week, but Lagarde’s answers on France and energy look likeliest to move markets.
Your Electric Bill May Rise. Here’s Why.
October 24, 2026 Bonus Content: Lloyds and NatWest’s Dividends Face Budget Risk. HSBC’s Less So. A note from our friends…
Oil Refiners Have Tripled in 2026. Brent at $116 Changes It.
Brent crude settled at $116.72 a barrel on Friday, its highest settlement since April 29, after gaining 3.1%. Brent added…
Your book is inside
October 24, 2026 Bonus Content: Gilead’s $1.275 Billion Bet on a China IBD Pill: Too Bold? A note from our…
Gilead’s $1.275 Billion Bet on a China IBD Pill: Too Bold?
Paying full price for a Phase 1 asset from Shanghai tests whether Gilead’s inflammation push is disciplined diversification or acquisitive impatience.
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…