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October 19, 2026 Bonus Content: France Heads Into Tuesday’s Budget Vote With Burned City Halls and a €340bn Borrowing Bill…
October 19, 2026 Bonus Content: France Heads Into Tuesday’s Budget Vote With Burned City Halls and a €340bn Borrowing Bill…
Masayoshi Son’s reported $18 billion bid for Allied Universal is less a security play than a blueprint for automating America’s largest human workforce.
Three indexes moved three directions last week. The loudest rate signal came from the one that fell hardest.
A note from our friends at Resource Stock Digest(ad) Gold and silver are in a powerful bull market – and…
ISRG is 29% below its 52-week high. Da Vinci 5 adoption and a GI expansion push set the stage for Q3.
The collapsed Piper Sandler merger exposes exactly who needs whom in a recovering deal market.
October 17, 2026 Bonus Content: Saudi Arabia Is Pumping Again. The Oil Rally Is About Ships. A note from our…
Eight straight losses, a 21% VIX surge, and software joining the rout tell a specific story about which crowded positions still have room to fall.
Revenue jumped 20% in Q3 2026. Profits barely moved. The 2027 bid season is the last clear chance to fix the gap.
A 15% one-day stock drop and bond yields near 16% tell one story. A $104B backlog and a $141 Wall Street target tell another. One is wrong.