Novartis Paid $575 Million for a Chinese mRNA Drug. That Tells You Everything About Big Pharma’s R&D Crisis.
The question circulating in investment committees this week is not really about mRNA. It is about whether the largest pharmaceutical…
Berkshire’s hidden project?
A note from our friends at MarketWise(ad) Editor’s Note: For nearly two decades, Whitney Tilson managed money for wealthy investors…
Novartis Paid $575 Million for a Chinese mRNA Drug. That Tells You Everything About Big Pharma’s R&D Crisis.
The Abogen deal is not a one-off bet. It signals China’s R&D edge.
Write Down This Ticker Today…
October 3, 2026 Bonus Content: The COBOL Goldrush Is Minting New Winners, and Crushing IBM A note from our friends…
Frankfurt Has a Problem
October 2, 2026 Frankfurt Has a Problem. Euro inflation just beat every forecast. December is no longer a formality. The…
How to be in and out of a trade by 10:45
A note from our friends at Base Camp Trading(ad) Dear Income Seeker, If you’re struggling to find high-probability income trades……
The Jobs Report Won’t Show a Cracking Market. That’s the Problem for Bonds.
Layoffs at a four-year low and claims at 197k mean hiring can plateau without breaking — and that keeps the Fed’s next move unresolved heading into October 28.
“Fed Proof” Your Bank Account with THESE 4 Simple Steps
A note from our friends at Weiss Ratings(ad) Dear Reader, Starting as soon as a few months from now, the…
U.S. Chip Packaging Is Still Years Away. Here Is the Timeline.
Three sites, three schedules: Amkor in Arizona, SK hynix in Indiana, and Intel in New Mexico define the re-shoring sequence traders need to map.
Micron’s Record Quarter Raised a $45 Billion Question
The numbers were unambiguous. Micron posted adjusted earnings of $33.42 a share, well above the $31.16 forecast, on revenue of…