GM Is Paying $3,574 a Car to Lose Market Share to Toyota
October 2, 2026 Toyota outsold the industry 3-to-1 in September. Detroit wrote checks to finish second. September’s auto sales numbers…
Apple and Nvidia Are Minting Cash While Rivals Borrow
With the 10-year yield near 2002 highs, free cash flow is the line between firms that can shrug off rates and firms that cannot.
60,000 people leave America – for this city?
October 2, 2026 Bonus Content: McKesson Just Locked In Six More Years With CVS Health A note from our friends…
Suncor and Canadian Natural Look Cheap. Alberta’s Vote Complicates It.
Ottawa fast-tracked Pacific Link on October 1, but with a referendum 17 days away, Canadian oil producers face political risk the designation cannot neutralize.
Your Next Trade Needs This Checklist
October 2, 2026 Bonus Content: Goldman CEO Shift: Why Long-Term Holders Should Stay Put A note from our friends at…
Two Companies Control the Data Behind Every Live Bet
Sportradar and Genius Sports turned league data into a toll road. A federal lawsuit is testing whether that road was built legally.
Hormel’s $1.055B Chicken Bet Puts Its 60-Year Dividend Streak on the Clock
Hormel Foods has spent 60 consecutive years raising its dividend. On September 29, 2026, it agreed to write a $1.055…
They May Rename Silicon Valley After This
October 1, 2026 Bonus Content: Cal-Maine Lost $1.26 a Share. Your Grocery Bill Is Why. A note from our friends…
Grocers Are Engineering a Margin Trap for Name Brands
Private-label products now generate 25–35% higher margins for retailers than national brands, and Kroger, Walmart, and Costco are deliberately widening that gap.
AI Is Eating Power. And It Also Needs This Metal.
October 1, 2026 Bonus Content: BMW Just Told You Which Careers AI Will Cut Next A note from our friends…