Honeywell Spun Off Its Armor Business. The Market Hasn’t Priced It Yet.
Honeywell no longer owns its armor business. That sentence matters more than most people realize when talking about graphene-infused smart…
Merck’s Biggest Week: Cancer Data and Earnings
Q3 results Oct. 29 and an Oct. 26 oncology event sharpen focus on Merck’s post-2028 plan.
Free today, $29.97 tomorrow
A note from our friends at Profits Run(ad) Quick note. My new report, The 0DTE Game Plan, normally sells for…
Mortgage Rates at 7.4% Are Crushing Homebuilders’ Margins
Pending home sales just hit a Redfin record low, Bessent pushed Fannie/Freddie changes out, and D.R. Horton reports Oct. 29.
CVX Has a Methane Problem. Its Farm Network Is the Fix the Market Hasn’t Priced.
Five days before Chevron’s Q3 report, CVX hit an all-time high of $233.74 — up about 50% over the past…
UPS Is Paying $5.4 Billion in Dividends With Little Cushion
Tuesday’s earnings will test a 6%-plus yield as diesel tops $6 and volume stays soft.
Nov 11 Announcement Could Send This Stock Soaring
A note from our friends at MarketWise(ad) Dear Reader, A major AI energy announcement coming November 11 could send one…
ServiceNow Reports Wednesday. The Spread Is the Trade.
October 25, 2026 With new proactive AI agents landing and a trailing P/E near 100x, NOW’s Wednesday report looks binary.…
Verizon’s 6% Dividend Runs on Cash. Monday’s Report Tests It.
The free cash flow math looks solid today, but SpaceX’s tower ambitions and a tougher competitive quarter arrive at the same moment.
Constellation’s Running Reactors Are Worth More Than Any SMR Promise
Google’s 20-year uprate deal shows the scarce asset is a plant already on the grid.