ING’s $500M Auction May Price What Banks Won’t
For eighteen months, the central mystery of AI credit has been this: banks have been carrying data-center construction loans at…
35 Million U.S. Citizens Could Get an Irish Passport by Mail
A note from our friends at The Agora Companies(ad) Dear Reader, What if you could open your mailbox one morning……
Berkshire Just Revealed Its Q3 Cash. The Number That Matters Isn’t Profit.
With $359.2B of cash and T-bills at June 30 and Taylor Morrison closed, what buybacks say matters more than headline EPS.
The best part of trading starts at 9:30am EST
November 6, 2026 Bonus Content: Rao’s Hit $1 Billion. Campbell’s Balance Sheet Is the Problem. A note from our friends…
Prologis Has 5.8 GW of Data Center Power. The Grid Won’t Let It Use All of It.
PLD’s AI infrastructure pivot bottleneck is permitting, and Texas just proved it.
Walleye Just Fired Its Stock Pickers. Who Gets Hurt Next.
The sellers moving markets this week are not long-term investors who changed their minds about artificial intelligence. They are portfolio…
The 5-Minute Check I Run Before Every Trade
November 6, 2026 Bonus Content: SoftBank’s Default Insurance Just Hit a Four-Year High A note from our friends at Profits…
Every Sector in the Stoxx 600 Is Down. Diversification Has Nowhere to Hide.
Europe was supposed to absorb the shock from the AI selloff. By Friday morning it had given back its entire weekly gain instead.
4th Wealth Window Set to Open by November 30
November 6, 2026 Bonus Content: Oklo and TeraWulf Report Today. Do Signed Contracts Hold? A note from our friends at…
Maersk’s Q3 Guidance Raise Sent the Stock Down 11%
There is a category of earnings event that experienced shipping investors call a sell signal disguised as good news. Maersk…