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.
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…
Four Companies Control the Grid’s Chokepoint. New Factories Won’t Help Until 2030.
The binding constraint behind transformer lead times is not steel or capital — it is a 15,000-person workforce that winds copper coils by hand.
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…
TSMC’s Texas Gambit Could Remake Its Business Model
A single-customer fab for Tesla, SpaceX and xAI would be new.
Corporate Bond Spreads Are Widening. Equities Have Not Noticed Yet.
The calm corner of the market is no longer calm. Global credit markets have started to show signs of caution,…
Amazon Is the Hedge Fund Consensus. Here Is What the Numbers Say.
Viking Global tripled its stake. Renaissance added $546M. Q2 13F filings show Amazon as a major accumulation story heading into Q4.
Check your 401(k) statement for this
October 4, 2026 Bonus Content: Nvidia Wants Lenders to Trust a Chip They Can’t Value A note from our friends…