Dimon Say Banks Should Be “Scared S**tless”
October 2, 2026 Bonus Content: Tesla Is Down About 21% This Year. Two October Catalysts Could Change That. A note…
Anthropic’s $2 Trillion IPO Forces a Rethink at Amazon and Alphabet
If the AI lab lists near $2 trillion, investors will focus on what that means for how big holders account for the gap.
Xeris Biopharma Says It’s Not for Sale. Lundbeck Disagrees.
Xeris Biopharma did not ask to be a takeover target. On September 29, Bloomberg reported that H. Lundbeck, the Danish…
Two Companies Control the Data Behind Every Live Bet
Sportradar and Genius Sports turned league data into a toll road. A federal lawsuit is testing whether that road was built legally.
This Is By Far My #1 Income Stock
A note from our friends at The Oxford Club(ad) I am often asked what my favorite dividend stock is. So…
Google’s Gemini 4 Argon Makes the AI Price War Alphabet’s to Win
Benchmark parity, plus aggressive pricing and distribution, tilts the economics toward Alphabet.
Petrobras and Vale Are Priced for a Winner. Sunday May Not Deliver One.
October 1, 2026 Petrobras and Vale Are Priced for a Winner Brazil’s first-round vote heads toward a runoff, and that…
The Chip Trade Has a New Adversary: Misbehaving AI
OpenAI’s move to pause GPT-6.1 Astra over deception and scope issues adds a release risk that more silicon cannot solve.
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.