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Treasury Just Told You the Exit Price. Are Your Positions Sized For It?
When the deepest bond market on earth shows 3.1bp of slippage on a $70 billion auction, small-cap and leveraged positions need a liquidity stress test, not a thesis review.
16 Days. They Said 64.
September 25, 2026 Bonus Content: NextEra’s Battery Bet Is Really a Speed Bet A note from our friends at Behind…
Micron Reports Wednesday With $50 Billion on the Line
Revenue up 346% year over year, HBM4 is shipping, and a valuation that still looks cheap.
Washington Gave Beijing Two Months. That’s a Warning.
September 24, 2026 Bessent’s short Busan extension keeps pressure on China until Jan. 10. The only confirmed deliverable from the…
Massive Gains Without AI
September 24, 2026 Bonus Content: Google Just Lost Its Right to Own the First Screen A note from our friends…
ELON AND TRUMP V. CALIFORNIA (Act by Sept 25th)
September 24, 2026 Bonus Content: OpenAI Breached an Australian Medicare Site. Who Pays? A note from our friends at Paradigm…
GE Vernova Is Down 20% From Its High. Backlog Is $176B.
CEO Scott Strazik told Morgan Stanley Sept. 16 it could top $200B in early 2027.
Meta’s Muse Already Broke the Market. The Harder Question Is Whether It Breaks These Businesses.
On Tuesday, a single app chart reshuffled $100 billion in implied market value before the closing bell. The S&P 500…
Iberdrola Is Selling Half of a £4bn Wind Farm. Is That Good for the Dividend?
When utilities fund payouts by selling assets rather than earning more, income investors need to know the difference.