Category: Newsletters

September 21, 2026 Bonus Content: Big Pharma’s Pipeline Is Now Made in China. Does Wall Street Know? A note from…

September 20, 2026 Bonus Content: Nscale’s $103 Billion in Contracts Has a $1 Billion Problem A note from our friends…

Jensen Huang did not hedge. Speaking to reporters on the sidelines of an AI summit convened by King Charles III…

A note from our friends at Skybound_DM(ad) Marvel was valued at $54 billion. Star Wars at $181 billion. And Pokemon…

September 19, 2026 Up 120% in 2026, crude carriers are priced for a closed Hormuz. The bet is whether that…

A note from our friends at The Oxford Club(ad) Dear Reader, A microreactor just generated neutrons at Idaho National Laboratory.…

September 18, 2026 Completions down 27% and pending sales 30% below pre-pandemic norms The debate about whether the housing market…

September 18, 2026 Bonus Content: iPhone 18 Pro Is Easy to Buy Today. That Changes the December Quarter Math. A…

September 17, 2026 Prediction markets now favor Democrats. Here is what that probability is worth to sector allocators. Prediction markets…

September 17, 2026 Bonus Content: The EU’s Canada Gambit Put European Stocks at Risk A note from our friends at…