Nine-month bookings surged 611%. Does backlog turn into revenue before cash burn bites?
Microsoft’s Power Pledge Is About Permits, Not Generosity
The most consequential sentence spoken at the BloombergNEF summit in Houston on November 11 did not come from an energy…
Burberry’s Profit Is Back. Full-Price Sales Do More of the Work.
Costs helped, but margins and the Americas will show if demand is back.
One stock, 1,000,000 satellites
A note from our friends at Behind the Markets(ad) Dear Friend, Quick question. Want the one stock Elon can’t build…
ATS Pulled Guidance. That Is When Acquirers Circle.
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…