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.
Petrobras and Vale Are Priced for a Winner. Sunday May Not Deliver One.
October 1, 2026 Petrobras and Vale Are Priced for a Winner Brazil’s first-round vote heads toward a runoff, and that…
The Chip Trade Has a New Adversary: Misbehaving AI
OpenAI’s move to pause GPT-6.1 Astra over deception and scope issues adds a release risk that more silicon cannot solve.
Signed June 22. Announced Nowhere.
September 30, 2026 Bonus Content: Berlin Is Stalling the UniCredit-Commerzbank Deal. Options Look Risky. A note from our friends at…
Consumer Confidence at 81.9: Fuel Shock or Spending Recession?
Portfolio managers are splitting retail into two camps. Tuesday’s data forced that choice.
Tesla Reports Friday. Bet the Size of the Move.
Sixty thousand vehicles. That is the gap separating the most optimistic Wall Street delivery forecast for Tesla from the most…
ZIM Trades at $30 With a $35 Buyout on the Table. That Gap Is the Opportunity.
Hapag-Lloyd just raised its 2026 outlook again, yet ZIM’s union rejection keeps the spread stubbornly wide.
Elon Musk’s AI Agent Could 70X Investors’ Money
A note from our friends at Brownstone Research(ad) Editor’s Note: Former tech executive Jeff Brown picked Nvidia in 2016. It’s…
Evonik Rejected BASF’s Bid. RAG-Stiftung May Decide What’s Next.
Evonik closed at €19.84 and BASF’s reported €22.15 offer was rejected. The key question is whether RAG-Stiftung will support any deal terms.