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AMD Lost 12% on Intel’s PC Warning. Its Real Business Isn’t PCs.
Amazon and Meta’s Bonds Are Saying What Stocks Aren’t
The solution to Nvidia’s tiny dividend
The AI infrastructure play Jeff Brown is prioritizing right now
Global Payments Is Worth $40 Billion to Private Equity. Public Investors Disagree.
What Healey Must Prove to the Gilt Market Tomorrow
Newsletters

What Healey Must Prove to the Gilt Market Tomorrow

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

October 27, 2026
3 wars. 3 crashes. #4 is coming
Newsletters

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…

October 27, 2026
EQT Is Acquiring Range Resources to Fuel the Data Center Age
Top News

EQT Is Acquiring Range Resources to Fuel the Data Center Age

A $50 billion all-stock deal gives EQT 30-plus years of Appalachian inventory just as power-hungry data centers start signing decade-long gas contracts.

October 27, 2026
The Debt Just Passed $40 Trillion. Nobody Asked Your Savings.
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…

October 27, 2026
Apple Sold Out the iPhone Duo Fast. November 2 Is the Test.
Politics

Apple Sold Out the iPhone Duo Fast. November 2 Is the Test.

The foldable launch drew huge demand, but next week’s earnings will exclude Duo sales.

October 26, 2026
Wall Street’s 1% problem could hand you a fortune…
Newsletters

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…

October 26, 2026
SpaceX Got $40 Billion for Nvidia Chips
Newsletters

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…

October 26, 2026
Lula’s Win Puts Latin America’s Right-Wing Policy Calendar on Trial This Week
Top News

Lula’s Win Puts Latin America’s Right-Wing Policy Calendar on Trial This Week

Brazil’s shock result is not just a local story: Chile, Colombia, and Mexico all set policy this week, and their responses will test whether the region absorbs the shock or amplifies it.

October 26, 2026
You’re not wrong…you’re late.
Newsletters

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.…

October 26, 2026
Three REITs With Real Earnings Momentum Right Now
Top News

Three REITs With Real Earnings Momentum Right Now

Welltower, Prologis, and Crown Castle offer distinct risk profiles. The numbers explain which fits which trade.

October 25, 2026

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Recent Posts

  • AMD Lost 12% on Intel’s PC Warning. Its Real Business Isn’t PCs.
  • Amazon and Meta’s Bonds Are Saying What Stocks Aren’t
  • The solution to Nvidia’s tiny dividend
  • The AI infrastructure play Jeff Brown is prioritizing right now
  • Global Payments Is Worth $40 Billion to Private Equity. Public Investors Disagree.
  • SanDisk Beat Estimates, Guided Higher, and Split Its Stock. The Market Still Sold It.
  • Dr. Ron Paul issues important new warning

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