They May Rename Silicon Valley After This
October 1, 2026 Bonus Content: Cal-Maine Lost $1.26 a Share. Your Grocery Bill Is Why. A note from our friends…
Category: Newsletters
AI Is Eating Power. And It Also Needs This Metal.
October 1, 2026 Bonus Content: BMW Just Told You Which Careers AI Will Cut Next A note from our friends…
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…
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…
Nike at $36 Before Thursday: What the Turnaround Still Has to Prove
Nike reports fiscal Q1 2027 results after Thursday’s close, and the stock has spent the week trading near a 12-year…
Who Profits When Holiday Shoppers Only Buy at 30% Off
A note from our friends at Crypto 101(ad) Dear Investor, This is one of the key signs that a big…
Record-High Copper Fuels This Below-$2 Discovery Stock
September 29, 2026 Bonus Content: Farm Labor Is Shrinking. Machines Are Filling the Gap. A note from our friends at…
China’s Factory Profits Just Handed EM Investors a Warning
September 28, 2026 What to do before Golden Week shuts mainland markets. This morning the National Bureau of Statistics in…
16 Days. They Said 64.
September 28, 2026 Bonus Content: Russia’s Sabotage Campaign Is Forcing Europe to Spend. Here’s Who Gets Paid. A note from…