Urgent Prediction: Trump’s team is moving on this $5 stock
A note from our friends at The Oxford Club(ad) Dear Reader, The Trump administration has been pumping massive cash into…
Bitcoin ETFs Just Erased September’s Gains in Eight Days
Nearly $1 billion has left bitcoin and ether funds in October, and BTC sits 32% below its record on the one-year anniversary of the crash that started the slide.
China’s Fuel Exports Are Back. For VLO and MPC, That’s the Risk.
The trade that has made Valero, Marathon Petroleum, and Phillips 66 among the best-performing stocks in the S&P 500 this…
Broadcom Is Now Its Own Customer’s Banker. AVGO Fell 4% on That News.
The $50 billion OpenAI financing talks signal big chip demand, but raise questions about who bears the risk.
This Freebie Has an Expiration Date
A note from our friends at Profits Run(ad) If you still haven’t downloaded my “Simple Options Trading For Beginners” book……
Amazon Reports Oct. 29. AWS Is the Only Number That Matters.
AWS hit an 18-quarter growth high in Q2. Investors want 43-45% for Q3, well above the 38% consensus.
ZIM Earned 72% More Than Expected. Buyout Price Stands.
ZIM Integrated Shipping Services is now a materially better business than the one Hapag-Lloyd agreed to buy. The market has…
Tencent Is Borrowing Billions for AI as Free Cash Flow Turns Negative
A $5 billion bond plan signals AI spending is outrunning cash flow.
The only U.S. nickel mine they can’t ignore
A note from our friends at The Oxford Club(ad) Dear reader, Most investors wait for the government press conference. I…
The 10-Year Treasury Hit 5.365%. Here Is Where the Dow Goes Next.
Fed minutes signaled another hike could come this year. Now small caps, banks, and utilities face a reckoning at multi-decade yield highs.