The AI Power Trade That Has Nothing to Do With Chips
October 16, 2026 A $17.2 billion framework for up to 10GW of off-grid power points to two equipment makers, no…
A Dormant Copper Mine Reawakens
October 16, 2026 Bonus Content: Amazon Backed the VAT Plan That Could Save High Streets A note from our friends…
Chinese Labs Are Writing the Next Decade of Drug Discovery. Who Keeps the Money?
A $139 billion year of out-licensing shifts the question from who discovers drugs to who captures the economics.
2:59 PM Today. Make This Trade.
October 15, 2026 Bonus Content: Union Pacific’s Intermodal Machine Is Running Hotter Than Wall Street Realizes A note from our…
Who Actually Controls Starlink?
October 15, 2026 Ukraine’s Starlink limits exposed a risk SPCX and TSLA investors should weigh. On the night of October…
Dow Is Feeding Its Plastic Plants Corn Stalks. The Market Isn’t Impressed Yet.
Dow’s bio-circular polyethylene push is real and accelerating, but the feedstock economics and a $21 billion market cap tell a more complicated story.
BANANAS
October 15, 2026 Bonus Content: Merck, AbbVie, and Pfizer All Gained 4% Yesterday. How to Own the Rotation Without Chasing…
Who Actually Controls Starlink? SpaceX Investors Just Found Out
Ukraine’s Starlink limits exposed a risk SPCX and TSLA investors should weigh.
Elon is trying to keep this quiet.
October 15, 2026 Bonus Content: Nvidia Still Leads China’s AI Chip Market. The Gap Is Closing. A note from our…
Galderma Pays $1.5 Billion for the Skincare Brand Doctors Sell
October 14, 2026 The ZO Skin Health deal shows where durable consumer spending is hiding, and which public companies sit…