Please Do It Right Now
October 14, 2026 Bonus Content: Supertanker Rates Are Rolling Over. Nine Shipping Stocks Have Already Doubled. A note from our…
Amazon Backed the VAT Plan That Could Save High Streets
Healey’s move to make marketplaces collect VAT at source shows where a squeezed Treasury may look next.
The Protein Fiber That Dissolves Chemical Waste From Garment Factories
The garment industry has a chemistry problem that regulators have circled for decades and manufacturers have largely avoided solving. The…
Lockheed Bets Drone Silicon on a Brain-Inspired Chip
Neuromorphic processors are shipping now, and GPS-denied navigation is rewriting the drone bill of materials.
Jeff Bezos will be on his knees
October 13, 2026 Bonus Content: U.S. Refiners Have the Most to Lose If Trump’s Ceasefire Holds A note from our…
JPMorgan and Goldman Report Today. Provisions Matter More Than EPS.
With CCC spreads at four-year wides and the Fed hiking again, reserve moves and card charge-offs tell the real story of Q3 bank earnings.
Amgen’s Tepezza Monopoly Could End Thursday
Thursday is a binary event for Amgen, and almost nobody in the options market is talking about it that way.…
Refiners Are Minting Money on Diesel. Can It Last?
The ULSD crack hit a record $117.92 a barrel while crude barely moved. Now the debate is whether owning refineries is the trade of the year or a margin peak about to reverse.
Champion stock-picker warns, “Watch out for the Anthropic IPO”
A note from our friends at The Oxford Club(ad) Dear Reader, Imagine finding Tesla before it climbed as high as…
Coherent Earns Nov. 4. The Optics Are Moving Onto the Chip.
October 12, 2026 Silicon photonics is crossing into mass commercial deployment. COHR’s PhotonLink platform is the lever, and options are…