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The World’s Largest Pools of Capital Have Made Their Allocation a24ced65-61e2-43d9-a8b9-9d24e98edb76
  • Newsletters

The World’s Largest Pools of Capital Have Made Their Allocation

Editor September 3, 2026
September 3, 2026 Bonus Content: Ultragenyx Falls Nearly 47% on Failed Angelman Trial. Its Next FDA Decision...
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Nike Hits a 12-Year Low. Options May Underprice Earnings Risk. 9be1bcf3-2be2-4761-be74-798735aafe2a
  • Newsletters

Nike Hits a 12-Year Low. Options May Underprice Earnings Risk.

Editor September 3, 2026
September 2, 2026 Four weeks from its Oct. 1 report, NKE options imply a move below what...
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A Missile Restock Worth Years of Revenue Is Being Ignored f6f84977-fb92-471f-aa40-ff2f018ab9f4
  • Market News

A Missile Restock Worth Years of Revenue Is Being Ignored

Editor September 3, 2026
The Aug. 31 framework deals for PAC-3 MSE and THAAD parts are quietly assembling a defense revenue...
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How Oracle tracks significant prediction market flows 68c84029-2b30-45b4-b6d9-86cca2703635
  • Newsletters

How Oracle tracks significant prediction market flows

Editor September 2, 2026
September 2, 2026 Bonus Content: Five Below Reports Tonight. The Stock Already Knows How to Punish a...
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Lockheed Martin Got a 7-Year Missile Order. The Stock Barely Blinked. 0a5e404b-81b8-4716-9f2d-00b5b90f0282
  • Business

Lockheed Martin Got a 7-Year Missile Order. The Stock Barely Blinked.

Editor September 2, 2026
When the Pentagon commits to tripling PAC-3 and quadrupling THAAD output against an active Gulf conflict, a...
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Bezos… DOOMED 9d0f5552-6f01-4e58-9585-ed078fb7275e
  • Newsletters

Bezos… DOOMED

Editor September 2, 2026
September 2, 2026 Bonus Content: HPE Reports Wednesday. A 1-Cent EPS Gap Is the Whole Story. A...
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The G20 Heard a $30 Trillion Sales Pitch. Now Count the Cost. 2e8022ae-30f5-4504-8091-5186393f5eac
  • Newsletters

The G20 Heard a $30 Trillion Sales Pitch. Now Count the Cost.

Editor September 2, 2026
September 1, 2026 Musk and Zuckerberg framed AI as an economic multiplier at Chapel Hill. The power...
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19 G20 Members Agreed China’s Export Model Is Broken 6f7207af-3db2-464b-92af-868a0353c883
  • Business

19 G20 Members Agreed China’s Export Model Is Broken

Editor September 2, 2026
Asheville’s G20 split signals a turning point for supply chains
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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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