Why the safest income stream doesn’t show up on Wall Street
A note from our friends at Eagle Publishing(ad) Dear Reader, Todd Phillips has spent 30 years studying safe-money income. And…
A 7.18% Mortgage With Another Rate Hike Coming Changes the Math on Housing
With December hike odds near 80% and the 10-year yield above 4.8%, homebuyers and homebuilder investors face a decision point that will not wait.
The Stoxx 600 Erased Its Week in One Morning
The diversification trade broke down in real time this morning. Europe was supposed to absorb some of the damage from…
Moderna Posts a $1.10 Loss. Are the Cuts Working?
With Q3 results out this morning, the question isn’t the loss itself, it’s whether Moderna’s cost discipline is building something durable.
A newspaper company made 15x on AI. Here’s how.
A note from our friends at The Oxford Club(ad) Dear Reader, Back in 2001, a sleepy South African newspaper company…
SoftBank’s Default Insurance Just Hit a Four-Year High
A $40 billion bridge loan matures in March 2027, and credit is driving the debate
If America Freezes Data Centers, Nvidia Still Wins Abroad
Washington is suddenly the biggest risk to the data center complex, and the market is treating it that way. Thursday’s…
ASML Is Down 8% Today. The Business Hasn’t Changed.
Democrats swept Congress, and traders just got a cheaper ASML.
The perfect stock to own right now?
November 5, 2026 Bonus Content: Cloudflare Heads Into Earnings on a Sector Mined With 18% Craters A note from our…
The Dow Rose 3% and Nvidia Fell 3%. That Split Is the Whole Story.
One election result, two completely opposite verdicts: what the market is actually repricing when Seoul loses $144 billion and Europe hits a record on the same day.