NEW Elon Prediction from The Man Who Called Tesla
October 19, 2026 Bonus Content: Thermo Fisher and Danaher’s Wednesday Reports Test the Recovery A note from our friends at…
Ignore the market gap – do this at 9:50 AM instead
October 19, 2026 Bonus Content: Philip Morris Earnings Wednesday: Can ZYN and IQOS Carry the Dividend? A note from our…
Anthropic’s IPO Roadshow Gets a Governance Test
A benefit fund tied to its valuation signals the company’s public posture.
Jio Platforms Wants a Tech Giant’s Price. Global Funds Are Not Sold.
India’s biggest-ever IPO opens Wednesday, and the $108 billion ask is forcing a sharp debate about what Jio actually is.
Jio Platforms Opens Its IPO This Week. What It Means
India’s largest IPO in history opens for bidding on Wednesday, and the question worth asking is not whether Jio Platforms…
Are you reading the AI boom completely wrong?
A note from our friends at Weiss Ratings(ad) Dear Reader, A lot of investors are looking at the AI boom…
Tech Mahindra Surged 18.2% Last Week. AI Was Supposed to Kill It.
Indian software stocks just taught emerging-market investors what happens when a feared disruption arrives more slowly than expected.
Cleveland-Cliffs Has the Right Tailwinds and the Wrong Balance Sheet
CLF and Steel Dynamics report Monday. The trade moat is real. The question is whether CLF can survive long enough to collect on it.
OpenAI’s Legal Problem Is Now Microsoft’s and Google’s Too
The lawsuits themselves name only OpenAI. But investors in Microsoft, Alphabet, and Anthropic should read the complaints filed October 14,…
Let me show you a daily tactic I’ve used for 2 years running
A note from our friends at Media Pub(ad) Most traders have never noticed the weird market anomaly that happens at…