Aon Is Borrowing $17 Billion for USI. Can It Afford to Be Right Twice?
The NFP integration record earns Aon some credibility, but the debt load is real and the clock starts now.
Year: 2026
You’re skeptical after SpaceX’s IPO, and that’s alright
September 1, 2026 Bonus Content: Your Electricity Bill Is Already Part of the AI Data Center Fight A note from…
Foreigners Are Handing You the Entry Point
September 1, 2026 Foreign Investors Sold Korea for Months. The KOSPI Still Doubled. Relentless foreign selling is opening measured access…
Micron Reports Sept. 30. The Number That Will Move the Stock Is Not Revenue.
MU is up about 220% in 2026 and trades at a forward multiple near 6. The Q4 guidance line on HBM pricing determines whether that gap closes or widens.
Strategy Bought Bitcoin at $80,318. BTC Trades Below It.
Strategy’s resumed bitcoin buying above spot turns MSTR into a leveraged recovery bet, and defined-risk options may be the cleanest way to express it.
The “Secret City” That Built the Atom Bomb Is Back
August 31, 2026 Bonus Content: What Last Year’s Shutdown Tells You About This One A note from our friends at…
America’s Power Grid Can’t Keep Up
August 31, 2026 America’s Power Grid Can’t Keep Up. These Stocks Benefit. A capacity shortage in PJM is locking in…
Power Scarcity Is Turning Utilities Into Growth Stocks
Income investors should look twice at PJM’s merchant generators, as the capacity shortage is locking in revenue that bond proxies simply cannot match.
How Allocators Are Pricing the AI Buildout
Phase 2 of the chip tariff could turn server OEM bills of materials into a trade-policy variable, and the data center carve-out is the only number that matters.
Vietnam Goes EM on Sept 21: ETFs in the Path
Three weeks out from FTSE’s effective date, passive money has a schedule. Here is where it lands.