The FAA's longest ground stop in 25 years barely dented airline shares on Friday. Monday's session is the real test,…
Microsoft Went Dark for 18 Hours. No Real Alternative
When a business fails and its customers stay anyway, that is not a crisis. That is a moat being measured…
The Nikkei Just Had Its Best Week in Five Months. Monday’s GDP Number Could Erase the Gain.
Japan’s equity surge and its soft growth outlook arrive together, and the yen at 160 is quietly cutting the return…
Your Gold Has Never Paid You A Dime
A note from our friends at Decentralized Masters(ad) Dear Reader, Physical gold has NEVER paid a dividend… …NEVER generated income……
Nvidia Chip Rules Are Getting Tighter. Lutnick May Not Survive It.
The White House weighs Commerce Secretary Howard Lutnick's future as lawmakers push new China chip restrictions, sending Chinese AI stocks…
Burberry Has Five Quarters of Growth. Now Comes the Hard Part.
Luxury brand recoveries follow a familiar arc. A new chief executive arrives, declares the previous strategy a mistake, reconnects the…
Generali Beat the Profit Forecast. One Key Number Did Not.
Italy's biggest insurer posted a 12% earnings rise, but slowing Q3 momentum and a life new business value miss keep…
Democrats have won but the risks remain
A note from our friends at Weiss Ratings(ad) Dear Reader, Democrats have won both the House and the Senate. That…
D-Wave Has $503 Million in Cash and $4.5 Million in Revenue
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…