A note from our friends at Decentralized Masters(ad) Dear Reader, I took $57,000 and turned it into $1.87 million in…
Brent Below $90: Trading the Oil Drop in Refiners, Airlines, Producers
Trump’s pause on Iran strikes split a market that was pricing $118 oil two weeks ago.
Rocket Lab Now Builds More Than It Launches
Most investors still think of Rocket Lab as a launch company. The Q3 2026 results filed November 9 suggest that…
Caterpillar’s $3.4 Billion Order Is Proof AI Is Rewriting It
Anthropic’s record generator purchase shows what AI labs will pay to skip a six-year wait, and what that means for…
The exact moment a financial hiccup becomes a full-blown crisis
A note from our friends at Weiss Ratings(ad) Dear Reader, A financial crisis usually doesn’t begin with one company defaulting…
Pfizer Beat by 19%. The Patent Cliff Is Still Coming.
Four straight beats and raised guidance. But about $17B expires by 2030.
Boeing’s Backlog Is at $612 Billion. Avolon Just Made It Bigger.
Last week produced one of the more instructive contradictions in commercial aviation. On November 4, Avolon, the Irish aircraft leasing…
Skydance’s $80 Billion Debt Stack Goes on Trial Tonight
The first investor call since swallowing Warner Bros. Discovery will show whether the integration plan can actually service what it…
A $16 trillion secret, sealed in plastic at CIA headquarters
A note from our friends at The Oxford Club(ad) The CIA Accidentally Discovered the Rare Earth MOTHERLODE …And One $5…
Palantir’s $984M Quarter Hides a Bookings Crack
Q3 revenue topped $2.3B, but the contract pipeline looks uneven.