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.
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A note from our friends at Profits Run(ad) If you haven’t downloaded my “Top 10 Stocks to Buy This Quarter”…
Anthropic Grew Revenue 250% in Nine Months. Its IPO Meets a Market Repricing AI Risk.
Anthropic’s November debut follows a spike in CoreWeave’s credit stress
Newmont Mined Gold at $1,454. Spot Just Hit $3,987.
With $2.8B in quarterly operating cash flow, the debate is whether miners can decouple from the metal.
Window now open-get paid $116K to move to Europe
A note from our friends at The Agora Companies(ad) Dear Reader, If you like the idea of living in Europe…
Taiwan’s Chip Market Is Dark Until Tuesday. TSM Options Are Paying For It.
When the world’s fifth-largest stock exchange goes dark for an extended stretch, the hedging demand doesn’t disappear. It migrates. That…
Eni Unlocked a Two-Layer Payday for Shareholders
A €2.8bn profit beat triggered a bigger buyback and an extraordinary dividend. Here is what that signals for long-term investors.
Bitcoin Is Down 34% From Its High. It’s Trading Like a Leveraged Nasdaq Bet.
October’s ETF outflows tell a sharper story than the headline number suggests: investors aren’t fleeing crypto, they’re pricing risk.
The Man Who Called Trump’s 2016 Win says, “Beware November 3rd”
October 22, 2026 Bonus Content: The Short Case Against AI Just Lost a $27.5bn Argument A note from our friends…
Bitcoin Can’t Hold $85,000. ETF Outflows Explain Why.
BTC is about 34% below its October 2025 peak, and spot ETFs keep bleeding cash.