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.
Pharma Is Turning IV Drips Into Injections to Dodge the Patent Cliff
There is a $300 billion problem sitting inside the world’s largest drug companies, and the industry’s answer to it is…
Chinese AI Models Took 57% of Developer Tokens. Who Keeps the Margin?
When price beats performance on the platforms where developers route real work, ask which layer of the AI stack still earns a defensible return.
They May Rename Silicon Valley After This
September 28, 2026 Bonus Content: Mirum’s Phase 3 Hepatitis Delta Data Drops Before the Bell A note from our friends…
This Nor’easter Hits Travelers’ Bottom Line in Three Weeks
A rare September nor’easter is still battering the Jersey Shore. The damage will land directly in Travelers’ Q3 results on October 16.