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Don’t invest in OpenAI and Anthropic’s IPOs. 630a163f-9bed-42ed-8d21-6d92bf0f0353
  • Newsletters

Don’t invest in OpenAI and Anthropic’s IPOs.

Editor September 1, 2026
September 1, 2026 DO NO invest in OpenAI and Anthropic’s IPOs. Bonus Content: AVGO’s Sept. 2 Earnings:...
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Howmet Aerospace Lost $18 a Share Yesterday. The Market May Be Wrong. b29e843e-878d-4be4-acaa-f9397c72acd9
  • Market News

Howmet Aerospace Lost $18 a Share Yesterday. The Market May Be Wrong.

Editor September 1, 2026
SpaceX's Bastrop foundry is real, but qualifying turbine blades takes years, not months, and Howmet's business has...
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Free today: My 7-point options checklist c2cb68f9-a05a-4cde-b543-69fad7f68163
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Free today: My 7-point options checklist

Editor September 1, 2026
September 1, 2026 My 7-point options checklist Bonus Content: PANW’s 32% Quarter Has an Asterisk A note...
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The MFN Deal Pharma Signed to Avoid a Worse One 78dd77cb-5804-453e-993d-92c3b594a80e
  • Newsletters

The MFN Deal Pharma Signed to Avoid a Worse One

Editor September 1, 2026
August 31, 2026 26 Pharma Firms Signed MFN Deals. Who Gave Up the Most? With 26 companies...
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Washington Just Rewrote Fuel Economy Rules. Here Is Who Wins. 3ee1c548-f581-4e5b-878e-b7318fcc997d
  • Top News

Washington Just Rewrote Fuel Economy Rules. Here Is Who Wins.

Editor September 1, 2026
The proposed SAFE III rule targets ~34.5 mpg by 2031, and the credit reset could decide which...
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SCOTUS ruling creates “freedom coin” investment 4481f9f7-af91-4920-b32b-ff42194ec74e
  • Newsletters

SCOTUS ruling creates “freedom coin” investment

Editor August 31, 2026
August 31, 2026 Bonus Content: DKS Dropped 31%. Now the Premium Is the Trade. A note from...
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Power Scarcity Is Turning Utilities Into Growth Stocks 9c44db90-c300-49d8-ae8a-51a74dd3c55c
  • Economy

Power Scarcity Is Turning Utilities Into Growth Stocks

Editor August 31, 2026
Income investors should look twice at PJM's merchant generators, as the capacity shortage is locking in revenue...
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$1,000 into $556,454. Impossible? 85951d89-df43-4991-9689-704eb5a9a108
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$1,000 into $556,454. Impossible?

Editor August 31, 2026
August 31, 2026 $1,000 into $556,454. Impossible? Bonus Content: SNOW’s $0.45 Problem A note from our friends...
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Here’s the REAL state of the US dollar cd2a8e2c-44cd-4005-876e-6a7d89dba85a
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Here’s the REAL state of the US dollar

Editor August 31, 2026
August 31, 2026 Bonus Content: FedNow Is Live. The Real Trade Is Who Loses. A note from...
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How Stolen Passwords Become Ransomware Attacks 09622118-b97c-4f28-8f9e-ed9c96918e73
  • Newsletters

How Stolen Passwords Become Ransomware Attacks

Editor August 31, 2026
August 31, 2026 Infostealers are feeding ransomware, and remote work is the soft spot. Markets don’t need...
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  • Don’t invest in OpenAI and Anthropic’s IPOs.
  • Howmet Aerospace Lost $18 a Share Yesterday. The Market May Be Wrong.
  • Free today: My 7-point options checklist
  • The MFN Deal Pharma Signed to Avoid a Worse One
  • Washington Just Rewrote Fuel Economy Rules. Here Is Who Wins.
  • SCOTUS ruling creates “freedom coin” investment
  • Power Scarcity Is Turning Utilities Into Growth Stocks

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