What’s open for comment before October 26?
October 7, 2026 Bonus Content: Delivery Vans Are Becoming Power Plants. Wall Street Hasn’t Priced It. A note from our…
Category: Newsletters
Google Just Told Wall Street What Nuclear Is Worth
The debate institutional investors have been running all year, whether merchant nuclear names belong in the AI infrastructure bucket or…
Chaikin: My top AI stock for October
A note from our friends at MarketWise(ad) Editor’s Note: We’re delighted to bring you the latest stock pick from our…
A Dormant Copper Mine Reawakens
October 7, 2026 Bonus Content: The Nikkei Looks Cheaper Than the Nasdaq for AI. The BOJ Could Change That. A…
Nvidia at a Record. Three Pension Giants Think the Nasdaq Is Now Just Three Stocks.
On Monday, the Nasdaq Composite closed at a record 27,477. Nvidia posted its first all-time-high close since May, up roughly…
This May Be the Moment Before the Move
A note from our friends at The Oxford Club(ad) I’m going to be blunt. If this story is real in…
Elon’s Social Security Reset?
October 6, 2026 Bonus Content: Vistra’s $4.2 Billion Federal Loan Creates a Two-Tier Nuclear Market A note from our friends…
TSMC Entering Musk’s Orbit Leaves Intel With Less to Stand On
The question institutional investors are sitting with this Monday morning is not whether TSMC and Terafab will reach a deal.…
The tiny morning crawl that would have produced $529 before lunch
A note from our friends at Media Pub(ad) When news broke overnight about China’s Moonshot AI unveiling its new model……
Since 2000, Gold Is up 1,395%. The S&P Is up 425%.
October 5, 2026 Bonus Content: Delfin’s 17.6% Stake Just Made the Monte dei Paschi Vote a Done Deal A note…