MGM Resorts Could Buy Back 27% of Itself. The Price Has to Be Right.
A potential bid for People Incorporated would function as a massive share repurchase wrapped inside a media acquisition, and the math is what matters.
What is “The Final Phase of Elon’s Master Plan”?
A note from our friends at Brownstone Research(ad) Editor’s Note: What is the final phase of Elon Musk’s master plan…
Prologis Is Converting Warehouses Into Data Centers
A 5.8-gigawatt power pipeline is turning a logistics REIT into AI infrastructure
China’s chokehold ends here (Elon’s next target?)
A note from our friends at The Oxford Club(ad) Dear Reader, Elon Musk can build rockets. Satellites. Factories the size…
Qualcomm Is Worth More Than the Market Thinks
Apple will keep paying royalties even as it builds its own modems. That distinction, combined with a new Snapdragon platform, is not yet priced in.
Nu Holdings Gets a Goldman Upgrade. Can Brazilian Banking Work in America?
Goldman’s $23 target assumes cheap U.S. deposits. The economics are harder than the stock price suggests.
Alphabet, Amazon, and Meta Are Spending Buybacks on Data Centers
When big index holdings lose spare cash, buybacks and dividends are at risk.
Get Out: The Next Six Months Destroy America
A note from our friends at MarketWise(ad) Editor’s Note: With the market in turmoil, one of America’s best connected financial…
OpenAI Breached an Australian Medicare Site. Who Pays?
The incident puts every software vendor on notice, and Microsoft carries more exposure than its stock price reflects.
Confused by Options? Start Here
September 24, 2026 Bonus Content: The Nikkei at 66,000 Is Mostly a Yen Story. That Is the Risk. A note…