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…
Your Complimentary Dividend Package
October 31, 2026 Bonus Content: McDonald’s Reports Tuesday. Its Dividend Makes the Case Either Way. A note from our friends…
Oil Hits a Six-Month High. The Iran Strike Timing Matters.
U.S. allies are bracing for possible post-election action on Iran. Brent near $118 has airlines under pressure, and energy is the clearest trade in the market right now.
DoorDash Beat Estimates by 31%. The Instacart Deal Makes the Case Bigger.
A record quarter and an Instacart acquisition the market applauded make DASH stand out in delivery right now.
AbbVie’s Dividend Is Growing Because Its Drugs Are Growing
AbbVie reports third-quarter results this morning, and the number everyone will debate is $216 million. The company’s October 5 8-K…
My new warning
October 30, 2026 Bonus Content: Regeneron Reports Q3 2026 With a Clearer Dupixent Profit Share A note from our friends…
Brent at $116 Is the Market’s Answer to Tehran and Washington
Two official accounts of the Strait of Hormuz cannot both be true. Iran’s armed forces said Thursday that four tankers…
Euro Shorts Are at a Record. Inflation Data May Test Them.
The European Central Bank spent Thursday debating a rate hike before voting unanimously to hold. Twenty-four hours later, the inflation…