Goldman Sachs Is Down With the Group. That May Be the Buy.
CEO succession clarity and a record deal calendar make GS compelling as rising long-term rates knock the sector lower.
Day: September 30, 2026
Oura Walked Away From a $2.2 Billion IPO It Could Have Closed. That Should Tell You Something.
Oura had the rarest thing in today’s IPO market: genuine demand. The smart ring maker and some of its backers…
Something Strange Is Happening in Fremont, California…
September 30, 2026 Bonus Content: Netflix Cut Its Target and Got Upgraded. What It Signals. A note from our friends…
Canadian Beer, Dairy and Motorcycles Are Now Banned
The Section 338 import bans that went live at 12:01am Tuesday are narrower than the headlines suggest, but the stacking cost on GM, Ford, Stellantis and Molson Coors is real.
What did the men on horseback leave behind?
September 30, 2026 Bonus Content: Iowa’s $15B Steel Mill Won’t Produce Steel Until 2030 A note from our friends at…