October 23, 2026 Bonus Content: SLB Reports Into $113 Brent. Its Earnings Keep Falling Anyway. A note...
With energy leading the S&P 500 over the past month, COP's 12.2 MTPA LNG book and 45%...
When the Bank of Korea says equity losses are hitting consumption, the AI de-rating stops being a...
Markets don’t need a surprise to move. They only need uncertainty. When AstraZeneca highlighted its Ultomiris (ravulizumab)...
October 22, 2026 Bonus Content: GM Beat Every Number, Then Fell 7%. Here Is Why. A note...
When a 54% revenue surge and a record operating margin still spark a selloff, the real question...
October 22, 2026 Bonus Content: GE Vernova’s Grid-Edge Inverter Overhaul Hits Earnings Week A note from our...
EU CBAM entered its definitive phase January 1, 2026. Q3 earnings arrive October 29.
The options market priced a 9.6% swing in NFLX heading into Tuesday’s close. The at-the-money straddle implied...
October 21, 2026 Bonus Content: Intuitive Surgical Beat by 18%. The Stock Fell Anyway. A note from...