Guidance rollback and a 2026 selloff have created a rare entry point into a company with C$2.0B in backlog and…
Constellation Energy Is Becoming Big Tech’s Power Backbone
There is a financing model taking shape inside the American power grid, and Constellation Energy’s third-quarter results, reported on November…
RWE Spent €10.7bn in Nine Months and Still Confirmed the Dividend
How to tell whether a utility's payout is actually funded, using RWE's numbers as the test case.
$57k → $1.87M in 18 Months (How I Did It)*
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…