The SaaSpocalypse Made a $2 Trillion Mistake
July 5, 2026 The SaaSpocalypse Made a $2 Trillion Mistake Sponsored First a note from Profits Run Here’s the nice…
PepsiCo Reports July 9
July 4, 2026 PepsiCo Reports July 9 The snack volume number matters more than the headline EPS. Sponsored First a…
Astera Labs Is Up 159% This Year
July 4, 2026 Astera Labs Is Up 159% This Year Sponsored First a note from Base Camp Trading Hey Trader,…
The Biotech Math Nobody Is Arguing About
July 3, 2026 The Biotech Math Nobody Is Arguing About Patent cliffs are scheduled. The deals are already happening. Most…
The World Cup Trade Nobody Talks About
July 3, 2026 The World Cup Trade Nobody Talks About Sponsored First a note from The Oxford Club Dear Reader,…
Nike Is Down 46%. Did the Market Miss?
July 2, 2026 Nike Is Down 46% in a Year. The Beat Nobody Read Correctly. A tariff windfall confused the…
Palantir Is Down Big This Year. The Business Has Never Been Stronger.
July 2, 2026 Palantir Is Down Big This Year. The Business Has Never Been Stronger. Sponsored First a note from…
Kroger Just Bought Giant Eagle
July 1, 2026 Kroger Just Bought Giant Eagle A $1.65B deal closed this morning. The grocery war is accelerating. KR:…
Broadcom Is Down 25% From Its High. The Business Has Never Been Better.
July 1, 2026 Broadcom Is Down 25% From Its High. The Business Has Never Been Better. Sponsored First a message…
Senior Housing Is Full. The Build Pipeline Is Empty.
June 30, 2026 Senior Housing Is Full. The Build Pipeline Is Empty. The demographic wave just arrived. The market is…