Category: Newsletters

October 30, 2026 Bonus Content: Marvell Lost $33 a Share on a Deal Nobody Has Signed Yet A note from…

October 29, 2026 Bonus Content: Apple’s Real Acquisition Problem Is Its Own Servers A note from our friends at Goldco(ad)…

Azure grew 48% in the quarter ending September 30. Microsoft beat on revenue, earnings per share, and cloud margins. Commercial…

October 29, 2026 Bonus Content: Shell Is Giving Its Record Refining Quarter Back to Shareholders A note from our friends…

October 29, 2026 Bonus Content: Blue Owl’s Biggest Fund Can’t Pay Out What Investors Ask A note from our friends…

October 28, 2026 A quarter of the company’s workforce is now eligible for a voluntary exit On Monday morning, Amy…

October 28, 2026 Bonus Content: Nvidia Just Got a New Partner. And a New Rival. A note from our friends…

A note from our friends at Resource Stock Digest(ad) Silver and gold are obliterating all previous profit records with next-level…

Bond investors do not need a vision statement. They need arithmetic. When John Healey stands up in the Commons on…

A note from our friends at Behind the Markets(ad) Dear Friend, The stock market could crash 50% next year. And…