BlackRock and Vanguard already own THIS
October 6, 2026 Bonus Content: The FTC Put a Cloud-Shaped Target on Microsoft, Google, and Amazon A note from our…
Japan’s Giant Pension Fund Skipped Its Bond Decision. The 30-Year Treasury Is Still Paying Attention.
GPIF passed on allocation talk in September, cooling a JGB flow thesis. But the long end of Treasuries is still under pressure.
DraftKings Jumped 8% on the BofA Upgrade. The Real Question Hits in November.
Monday’s Bank of America upgrade handed DraftKings (DKNG) an 8% single-session move on top of a stock that had already…
Four Companies Control the Grid’s Chokepoint. New Factories Won’t Help Until 2030.
The binding constraint behind transformer lead times is not steel or capital — it is a 15,000-person workforce that winds copper coils by hand.
Confused by Options? Start Here
A note from our friends at Base Camp Trading(ad) Hi Trader, Most “gurus” who teach beginners how to trade options…
Airtel Money Lists in Nine Days. Watch the Debut.
The date that matters is October 14. That is when Airtel Money, the mobile payments arm of Airtel Africa, begins…
Lilly’s 23% Weight-Loss Number Hides the Real Test: Staying on the Drug
EloraTZP’s Phase 2b discontinuations may matter more than pounds lost.
Amazon Is the Hedge Fund Consensus. Here Is What the Numbers Say.
Viking Global tripled its stake. Renaissance added $546M. Q2 13F filings show Amazon as a major accumulation story heading into Q4.
Have You Heard of “New Europe”?
October 4, 2026 Bonus Content: Levi’s Raised Its Own Guidance. Shorts Disagree. A note from our friends at The Agora…
Apple’s $5.72 Billion Verdict Is a One-Time Number
With iPhone 18 Pro up 12% in China and AAPL 3% off its high, the patent case deserves a closer reading than most headlines have offered.