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…
Airbnb Earned a 39% Net Margin When It Was Supposed to Struggle
A quarter shaped by war, an oil spike, and an election gave Airbnb its cleanest proof yet that the asset-light model works at scale.
Market chaos – just the beginning
November 6, 2026 Bonus Content: Moderna Posts a $1.10 Loss. Are the Cuts Working? A note from our friends at…
Wall Street just punished MercadoLibre for spending money to win
November 5, 2026 What a 6.3% operating margin reveals about how MercadoLibre is buying its future. Most U.S. investors do…