Is this right or wrong?
November 2, 2026 Bonus Content: South Korea Is Putting $16 Billion Behind Samsung and SK Hynix. The KOSPI Hasn’t Priced…
Anthropic Wants $1.5 to $2 Trillion. Who Buys?
With OpenAI cutting its raise target and Big Tech earnings jolting markets, professional allocators face an unusually fraught IPO decision.
UPS Raised Its Guidance. Now the Holiday Bill Arrives.
Revenue per piece is beating cost per piece by 97 cents. The question is whether that spread survives peak season surcharges and a 25% volume jump.
Tesla Shareholders Hold the Only Real Veto on a SpaceX Merger
Elon Musk said it plainly on SpaceX’s October 20, 2026 earnings call: a Tesla-SpaceX merger is a good idea. Then…
Elon Musk: This Could be 180 Times Bigger than SpaceX IPO
November 1, 2026 Bonus Content: Medicare Advantage’s $12 Premium Is a Shrinking Market A note from our friends at Brownstone…
Can an AI trading algo even the odds for retail traders?
November 1, 2026 Bonus Content: The $1 Trillion Holiday Season Is Mostly Higher Prices A note from our friends at…
Palantir Reports Monday. Guidance Is the Whole Game.
Two straight quarters of accelerating growth set a high bar. Only another full-year revenue raise may satisfy this market.
Global Payments Jumped 11%. Private Equity Sees a Gap.
CD&R and GTCR are eyeing a $40 billion buyout of a stock down over 60% from its 2021 peak.
Berkshire’s $365 Billion Is Earning Real Money. Monday Shows Whether Abel Spends More of It.
There is a filing due before the market opens on Monday, November 2, and most of Wall Street will read…
Man Gets into Cybercab…You Won’t Believe What Happens Next
October 31, 2026 Bonus Content: ACA Premiums Rise Again: What It Means for Your Budget A note from our friends…