3 wars. 3 crashes. #4 is coming
A note from our friends at Behind the Markets(ad) Dear Friend, The stock market could crash 50% next year. And…
Category: Newsletters
The Debt Just Passed $40 Trillion. Nobody Asked Your Savings.
October 26, 2026 Bonus Content: FedEx’s Pilot Bill Is Becoming an Argument for Self-Flying Planes A note from our friends…
Wall Street’s 1% problem could hand you a fortune…
October 26, 2026 Bonus Content: Big Oil Is About to Collect $53 Billion. The Test Is Giving It Back. A…
SpaceX Got $40 Billion for Nvidia Chips
October 26, 2026 Musk’s lending warning matters more than the deal size: the financing window for AI-only infrastructure is closing…
You’re not wrong…you’re late.
A note from our friends at MarketWise(ad) Editor’s Note: Rob Spivey spent 25 years in the upper echelons of finance.…
Nvidia’s Customers Are in Distress. So Is Nvidia’s Argument.
Every investment committee meeting this week opens with some version of the same question: is Nvidia’s financing of the AI…
Why this small company belongs on your research list now
A note from our friends at Med-X Inc(ad) Dear Investor, I want to ask you a strange question. What happens…
One Trump Photo & The Secret to Industry Growth by 2040
October 25, 2026 Bonus Content: Blue Owl’s Loan Marks Will Answer What Redemptions Cannot A note from our friends at…
Oracle Equity and Bond Investors Are at War. Wednesday Is the Verdict.
The question sitting at the center of institutional investment committee rooms this week is not whether AI infrastructure spending is…
Place this quick trade before 10 AM, then go grab coffee
October 24, 2026 Bonus Content: The Cloud Revenue Growth Rate Is the Only Thing That Can Justify $730 Billion A…