The perfect stock to own right now?
November 8, 2026 Bonus Content: Brookfield Owns the Power Lines and Data Centers Behind AI. Its Earnings This Week Will…
Novartis and Novo Nordisk Buried Two Drug Classes
Full AHA data confirms both Lp(a) lowering and IL-6 blocking failed on cardiovascular events, and Monday’s open will sort the winners from the collateral damage.
Berkshire Just Revealed Its Q3 Cash. The Number That Matters Isn’t Profit.
With $359.2B of cash and T-bills at June 30 and Taylor Morrison closed, what buybacks say matters more than headline EPS.
Holiday Spending Hits $1.013 Trillion. Mostly Higher Prices.
The headline is historic. $1.013 trillion in November and December retail sales would mark the first holiday season to clear…
The Next AI Shock Starts Here
A note from our friends at MarketWise(ad) Dear Reader, I’m convinced that AI’s next phase will blindside millions of American…
Vistra Rose 10% on Earnings Day. Backlash Didn’t Touch It.
With 2027 EBITDA guidance of $7.7–$8.5 billion and a fresh $1.5 billion buyback, VST is making the clearest case of any power stock right now.
Elon Musk’s Hushed FCC Filing. December 8th.
November 6, 2026 Bonus Content: Target’s P/E Is Half of Walmart’s. Holiday Quarter Is the Test. A note from our…
Prologis Has 5.8 GW Lined Up. The Warehouse Is Now the Grid.
PLD’s data center pivot is showing real numbers. Is the market pricing the right business?
The Stoxx 600 Fell With Everything Else. So What Is Your Portfolio Protected By?
The pitch for European equities this year was straightforward: lower AI concentration, steadier earnings, a hedge against the froth on…
New system forecasts stock price up to 21 days in the future.
November 6, 2026 Bonus Content: Treasuries Earned Their Place in Your Portfolio Thursday. Payrolls Could Take It Away. A note…