America’s Emergency Oil Reserve Is 40% Full
September 27, 2026 Bonus Content: Retailers Are Dumping Overstocked Goods. Three Companies Profit From Every Pallet. A note from our…
Category: Newsletters
Starbucks Is Closing 250 Stores. Is Niccol’s Turnaround Worth the Wait?
Brian Niccol’s second year at Starbucks ends the same way his first one did: with a wave of store closures…
Two Executive Orders Nobody Read
A note from our friends at Behind the Markets(ad) Dear Friend, On June 22, the President signed two executive orders…
…and it’s all noise
September 26, 2026 Bonus Content: Insurance Is Earning Record Profits While the Market Frets A note from our friends at…
The One Report This Week That Actually Tells You If AI Is Real
September 26, 2026 Bookings fell two quarters in a row. The fiscal 2027 guide on Thursday is what actually moves…
$6 miner finds gold at Mount Rushmore
September 26, 2026 Bonus Content: Siemens Is Reorganising Around Software. What Must Show Up in the Numbers. A note from…
RIP Tesla (Elon Just Confirmed the Unthinkable)
September 26, 2026 Bonus Content: Oura’s IPO Is 73% Insider Cashout. Is $13B Worth It? A note from our friends…
Oracle Filed Legal Cover on a Deal It Publicly Calls On Track
September 25, 2026 The same day Akamai handed Anthropic an equity stake just to close an $11 billion contract. Two…
This beat the S&P by 25% every year for 3 decades (and it’s free)…?
September 25, 2026 Bonus Content: Alphabet, Amazon, and Meta Are Spending Buybacks on Data Centers A note from our friends…
Former Pentagon Economic Advisor’s Prediction
September 24, 2026 Bonus Content: Arista’s Next Switch Is Built for a $58 Billion Market A note from our friends…