The Marvel Playbook Created 350B+ in Franchise Value
A note from our friends at Skybound_DM(ad) Marvel was valued at $54 billion. Star Wars at $181 billion. And Pokemon…
ExxonMobil’s Pioneer Synergies Doubled. Q3 Earnings Are Oct. 30.
Permian production topped 1.8 million boe/d in Q2 2026 and Pioneer synergies are about $4B a year, double the original estimate. With Brent near $90, the setup looks supportive.
Tankers Hit $1 Million a Day. Now What?
September 19, 2026 Up 120% in 2026, crude carriers are priced for a closed Hormuz. The bet is whether that…
Palo Alto Beat Estimates. Now It Has to Justify the Price.
Revenue jumped 34% in fiscal Q4 and Q1 guidance topped expectations. The debate is whether valuation leaves any margin for error.
Washington wants this powering a base by 2028
A note from our friends at The Oxford Club(ad) Dear Reader, A microreactor just generated neutrons at Idaho National Laboratory.…
Jabil Has $13.6 Billion in AI Revenue This Year. The Market Hasn’t Priced It.
Jabil reports September 30, and its FY2027 guidance may matter more than the quarter itself.
Insights into KB Homes Earnings
September 18, 2026 Completions down 27% and pending sales 30% below pre-pandemic norms The debate about whether the housing market…
19 Factories. One AI Brain. One Hidden Stock.
September 18, 2026 Bonus Content: iPhone 18 Pro Is Easy to Buy Today. That Changes the December Quarter Math. A…
India’s Biggest Exchange Is Finally Open to Investors
NSE collects a toll on nearly every trade in India. At ₹4.42 lakh crore, is that franchise worth owning for twenty years?
The S&P 500 Has 4.6% of Upside Left. That Changes How Much Risk You Should Carry.
Yardeni’s cut to 7,900, the Fed’s rate hike, and sovereign fund warnings have compressed the reward side of the trade, leaving less room for error.