Grocers Are Engineering a Margin Trap for Name Brands
Private-label products now generate 25–35% higher margins for retailers than national brands, and Kroger, Walmart, and Costco are deliberately widening that gap.
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…
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.
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…
Read the Iowa Steel Announcement. Then Set It Aside.
Mesabi Metallics is building something real. It just isn’t a 2026 trade.
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…