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The #1 stock to buy BEFORE the next big IPO
Newsletters

The #1 stock to buy BEFORE the next big IPO

September 9, 2026 Bonus Content: Netflix Raised UK Ad-Tier Prices 33%. Now the Stock Has to Prove It. A note…

September 10, 2026
Brent at $101 Won’t Fall Until After November. Here’s the Trade.
Business

Brent at $101 Won’t Fall Until After November. Here’s the Trade.

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.

September 10, 2026
Snowflake Is Up 22% This Week. Here Is Why It Has More Room.
Top News

Snowflake Is Up 22% This Week. Here Is Why It Has More Room.

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 9, 2026
The Opportunity Hiding Before the Assembly Line
Newsletters

The Opportunity Hiding Before the Assembly Line

September 8, 2026 Bonus Content: Google’s AI Search Is Growing. The Margin Question Isn’t Answered. A note from our friends…

September 9, 2026
Oracle Reports Tomorrow. A $638 Billion Backlog Says the Selloff Is Misreading the Risk.
Top News

Oracle Reports Tomorrow. A $638 Billion Backlog Says the Selloff Is Misreading the Risk.

The stock is down nearly 20% in 2026 over capex fear. Wednesday’s Q1 earnings could determine whether that discount is opportunity or warning.

September 9, 2026
China’s Import Miss Tells Traders More Than the $119bn Surplus
Politics

China’s Import Miss Tells Traders More Than the $119bn Surplus

Copper flows and aluminium exports frame positioning into the Sept. 24 Trump-Xi summit.

September 8, 2026
Revealed: Elon’s Coming AI Disruption
Newsletters

Revealed: Elon’s Coming AI Disruption

September 8, 2026 Bonus Content: UBS Says Buy the Dip Into Two Fed Hikes. Which Calls Hold Up? A note…

September 8, 2026
SoftBank’s 20% share surge bets everything on OpenAI
Top News

SoftBank’s 20% share surge bets everything on OpenAI

A record ¥1 trillion retail bond priced last week. Savers fund Son’s AI bet.

September 8, 2026
Canada’s 50% Counter-Tariffs Land Tuesday. Here Is How to Rotate Before the Open.
Economy

Canada’s 50% Counter-Tariffs Land Tuesday. Here Is How to Rotate Before the Open.

Ottawa’s counter-tariffs go live at 12:01 a.m. Tuesday, splitting U.S. industrials into clear winners and losers before U.S. markets reopen.

September 7, 2026
Rise of the… Petroyuan?
Newsletters

Rise of the… Petroyuan?

September 7, 2026 Bonus Content: Citi Just Scrapped All 2026 Rate Cuts. Small Caps and REITs Are Paying for It.…

September 7, 2026

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