Your latte has a longer name
November 3, 2026 Bonus Content: ISM at 55.5 and $800B in Q1 Borrowing Put the 2-Year in Focus A note…
Fiserv Reports Today at Half Its Historical Multiple. PE Set a Payments Bar.
The Global Payments buyout bid sets a benchmark. Applied to Fiserv, the numbers look striking.
Marriott’s Fee Model Is the Real Test in a Regional Collapse
A 43% Middle East RevPAR drop shows what an asset-light model is built for.
London Stock Exchange just joined this crypto
A note from our friends at Crypto 101(ad) Dear Investor, Here’s a list worth reading slowly. a16z crypto. The London…
Booking Holdings Reports After the Close. Travel’s Asset-Light Test
Airlines paid for fuel and hotels took the occupancy hit. Booking owned neither.
GE Vernova’s $197 Billion Backlog Makes a $9 Billion Deal Look Manageable
Orders jumped 96% in Q3, guidance rose, and Trench targets a key grid bottleneck.
Marc Chaikin’s #1 AI Stock for 2027
A note from our friends at MarketWise(ad) Editor’s Note: You may recognize Marc Chaikin’s name from his appearances on CNBC,…
Ferrari Reports Tuesday. Europe’s Luxury Autos Just Collapsed.
With Volkswagen posting a €5.8 billion quarterly loss and Mercedes cutting its margin outlook to 2–3%, Ferrari’s Q3 results on November 3 will show whether its order book puts it in a different business.
Oil Hits a Six-Month High. The Iran Strike Timing Matters.
U.S. allies are bracing for possible post-election action on Iran. Brent near $118 has airlines under pressure, and energy is the clearest trade in the market right now.
I’ve been waiting DECADES for this…
A note from our friends at The Oxford Club(ad) Editor’s Note: Over the past 20 years, Matt McCall has written…