September 1, 2026 PJM’s third straight auction at the price cap is locking in a decade-long tailwind for owners of…
Batteries Are Now Trading Electricity. That Changes Who Gets Rich.
More than half of the record 20.2 GWh installed last quarter was standalone storage, turning batteries into active market participants…
Hedge Fund Manager Who Predicted 2008 Crash Issues AI Warning
August 31, 2026 Bonus Content: The Checkout Is Now the Content A note from our friends at Paradigm Press(ad) Below…
Buy, Rent, or Invest? Home Prices and a 4.75% Ten-Year
Mortgage rates near 6.9% and rents rising fastest in over a year are shifting the rent-versus-own math.
FSLR: Small Shops Are Funding the Next Leg
A hard December 31, 2027 deadline for many solar projects is pulling small businesses into contracts now, and the only…
Power Scarcity Is Turning Utilities Into Growth Stocks
Income investors should look twice at PJM's merchant generators, as the capacity shortage is locking in revenue that bond proxies…
Who Actually Profits From Nvidia’s $108B Quarter
August 30, 2026 Nvidia’s margin is being squeezed by its own suppliers. Those suppliers are worth understanding. Nvidia’s Wednesday-night earnings…
The Grid Can’t Keep Up With AI
PJM’s third straight auction at the price cap is locking in a decade-long tailwind for owners of dispatchable power.
MCK Already Compounds. This Deal Speeds It Up.
McKesson's $2.25bn Precision deal adds clinical research heft to its fast-growing oncology segment.
Micron’s Pricing Power Has a $30 Witness
Amazon's Echo Dot hike backs what Micron has shown all year: a DRAM shortage that is lifting memory profits, with…