Enbridge Is Spending $2.55 Billion on a Pipeline. Will the Dividend Survive?
The Pony Express deal grows Enbridge’s U.S. crude network, but income investors need to know how the company is paying for it.
The Pony Express deal grows Enbridge’s U.S. crude network, but income investors need to know how the company is paying for it.
September 10, 2026 Bonus Content: Bessent Told Yen Shorts to Quit. How to Trade What’s Next. A note from our…
Rising rates have stopped the housing market from clearing. The more important question is which housing-linked holdings are already priced for that reality.
A weak dollar, the U.S.-Iran conflict, and industrial demand are doing three different jobs at once, and traders need to decide which one they trust.
September 9, 2026 Bonus Content: Netflix Raised UK Ad-Tier Prices 33%. Now the Stock Has to Prove It. A note…
Trump just told the market that $100-plus oil has a two-month minimum runway. Energy, defense, and tanker names are where that trade lives.
Three straight quarters of accelerating growth and a raised full-year guide have Wall Street racing to price in SNOW. The valuation is the only argument left against it.
September 8, 2026 Bonus Content: Google’s AI Search Is Growing. The Margin Question Isn’t Answered. A note from our friends…
The stock is down nearly 20% in 2026 over capex fear. Wednesday’s Q1 earnings could determine whether that discount is opportunity or warning.
Copper flows and aluminium exports frame positioning into the Sept. 24 Trump-Xi summit.