Constellation Brands Reports Monday. Beer Is Stabilizing.
STZ at 9.6x forward earnings near its 52-week low. Does October 6 mark the bottom?
Diesel Cracks Are the Trade, Not Crude
The G7’s front-loaded 20-day diesel release changes the math before OPEC+ meets Sunday.
Moving Beyond Big Tech: 4 Energy Plays with Real Assets
A note from our friends at The Cheap Investor(ad) Hi, While Big Tech has soared, some investors are pivoting to…
McKesson Just Locked In Six More Years With CVS Health
The extension removes the biggest renewal risk hanging over McKesson’s $44.20–$45.00 earnings guidance.
Dimon Say Banks Should Be “Scared S**tless”
October 2, 2026 Bonus Content: Tesla Is Down About 21% This Year. Two October Catalysts Could Change That. A note…
Anthropic’s $2 Trillion IPO Forces a Rethink at Amazon and Alphabet
If the AI lab lists near $2 trillion, investors will focus on what that means for how big holders account for the gap.
Xeris Biopharma Says It’s Not for Sale. Lundbeck Disagrees.
Xeris Biopharma did not ask to be a takeover target. On September 29, Bloomberg reported that H. Lundbeck, the Danish…
Two Companies Control the Data Behind Every Live Bet
Sportradar and Genius Sports turned league data into a toll road. A federal lawsuit is testing whether that road was built legally.
This Is By Far My #1 Income Stock
A note from our friends at The Oxford Club(ad) I am often asked what my favorite dividend stock is. So…
Google’s Gemini 4 Argon Makes the AI Price War Alphabet’s to Win
Benchmark parity, plus aggressive pricing and distribution, tilts the economics toward Alphabet.