Paul Tudor Jones: Oil could jump another $25
November 3, 2026 Bonus Content: Bayer’s Debt Is Finally Shrinking. What It Means for Investors. A note from our friends…
Your Name on Every Digital Dollar You Buy
November 3, 2026 Bonus Content: Keurig Dr Pepper Split: Which Company Do You Want to Own? A note from our…
ISM at 55.5 and $800B in Q1 Borrowing Put the 2-Year in Focus
Monday’s data raises the bar for holding steady into Friday’s payrolls.
Marriott’s Fee Model Is the Real Test in a Regional Collapse
Marriott International dropped its Q3 2026 results before the opening bell this morning, and the numbers land inside one of…
What Each of Today’s Three US Reports Does to Yields
ISM at 10am, the Fed’s lending survey at 2pm, and Treasury at 3pm land as December hike odds slip to about 70%.
What Big Oil buried in 1976
November 2, 2026 Bonus Content: Estée Lauder’s Margins Just Proved the Turnaround A note from our friends at Behind the…
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…