Same Conference, Two Very Different Stories
September 11, 2026 Elevance surged 6% after signaling a Q3 beat. UnitedHealth fell 3% after reaffirming guidance On Wednesday at…
Category: Newsletters
The biggest trading breakthrough I’ve ever come across
September 11, 2026 Bonus Content: At 6.76%, the Mortgage Market Is Frozen. Here’s Who Pays and Who Profits. A note…
Chaikin: Buy this company by Sept. 29
September 10, 2026 Bonus Content: August Air Travel Just Shrank. What That Tells You About the Economy. A note from…
Energy Stocks Hit a 25-Year High. What Dividends Are Worth if Oil Falls to $80.
September 10, 2026 Energy Stocks Hit a 25-Year High IXC and XLE look priced for an oil shock. Dividends and…
The Copper Race Is Coming Back to North America
September 10, 2026 Bonus Content: Silver Hit $67. Now Comes the Harder Question. A note from our friends at i2i…
Major-Company-Funded Drilling at This Sub-$1 Copper-Gold Explorer
September 9, 2026 Bonus Content: Pfizer Is Spending Its Way Past a $17 Billion Patent Cliff A note from our…
The Iran War Has Taken $770 From Every U.S. Household
September 9, 2026 With diesel near a record $5.90 a gallon and August CPI due Friday, the fuel bill is…
The AI Boom Is About to Hit a Wall
September 9, 2026 Bonus Content: WaFd Shareholders Will Own Less of EverBank Than You Think A note from our friends…
This Forgotten Metal May Be AI’s Next Bottleneck
September 8, 2026 Bonus Content: AMD Now Earns 46 Cents of Every Dollar Spent on Server Chips A note from…
The SEC Is Suing ISS Over Proxy Voting Data
September 8, 2026 A subpoena fight could reshape how big index funds vote on pay and boards. Every time BlackRock…