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Category: Economy

Informa Just Shed Its Publishing Past. What’s Left Matters.
Economy

Informa Just Shed Its Publishing Past. What’s Left Matters.

Dropping Taylor & Francis and buying Clarion turns Informa into a pure-play events business. Whether that focus creates lasting value depends on what Blackstone’s exit tells you.

October 7, 2026
Vistra’s $4.2 Billion Federal Loan Creates a Two-Tier Nuclear Market
Economy

Vistra’s $4.2 Billion Federal Loan Creates a Two-Tier Nuclear Market

Cheap government credit resets how analysts must value merchant nuclear operators who do not have one.

October 6, 2026
PepsiCo Just Hit a Fresh 52-Week Low. Q3 Is in One Week.
Economy

PepsiCo Just Hit a Fresh 52-Week Low. Q3 Is in One Week.

PEP closed at $126.72 on September 30, 2026, 26% below its February peak. October 8 is the test.

October 1, 2026
RTX’s $20.7 Billion AMRAAM Win Is Mostly Unfunded
Economy

RTX’s $20.7 Billion AMRAAM Win Is Mostly Unfunded

Raytheon’s landmark missile contract is big, but the money comes later.

September 30, 2026
Mid-Caps Absorbed Wednesday’s Yield Shock. Small Caps Did Not.
Economy

Mid-Caps Absorbed Wednesday’s Yield Shock. Small Caps Did Not.

The S&P MidCap 400 fell one-third as much as the Russell 2000 when the 10-year spiked to 5.12%. That gap is the trade.

September 25, 2026
Salesforce Raised Its Revenue Target to $63 Billion. The Stock Is Still 34% Off Its High.
Economy

Salesforce Raised Its Revenue Target to $63 Billion. The Stock Is Still 34% Off Its High.

Dreamforce delivered hard numbers: Agentforce ARR up 240%, Q3 cRPO guidance at 14%, and a FY2030 target that more firms now believe.

September 20, 2026
India’s Biggest Exchange Is Finally Open to Investors
Economy

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?

September 18, 2026
Bessent Told Congress He’s Buying Long Bonds. The Market Isn’t Convinced.
Economy

Bessent Told Congress He’s Buying Long Bonds. The Market Isn’t Convinced.

Treasury is both issuer and buyer. With the 10-year at a 2007 high and the Fed poised to hike, that tension is now central for fixed income investors.

September 16, 2026
Zcash Passed $1,000. The Short Sellers Paid for It.
Economy

Zcash Passed $1,000. The Short Sellers Paid for It.

A Grayscale spot ETF, forced liquidations, and a top-ten market cap while Bitcoin sits stuck near $79,900.

September 6, 2026
Fervo Energy Jumped 28% on the Google Deal. The Cash Flows Are Still Two Years Away.
Economy

Fervo Energy Jumped 28% on the Google Deal. The Cash Flows Are Still Two Years Away.

FRVO’s record geothermal contract is real, but the gap between a headline and a paycheck matters for how much you own.

September 4, 2026

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