A Missile Restock Worth Years of Revenue Is Being Ignored
The Aug. 31 framework deals for PAC-3 MSE and THAAD parts are quietly assembling a defense revenue stack for years.
Masterclass invite: James Altucher on the Musk venture institutions are tracking
September 2, 2026 Bonus Content: NetApp Reports Tonight. Dell Already Told You What to Expect. A note from our friends…
Strategy Bought Bitcoin at $80,318. BTC Trades Below It.
September 1, 2026 Strategy’s resumed bitcoin buying above spot turns MSTR into a leveraged recovery bet, and defined-risk options may…
Lockheed Martin Got a 7-Year Missile Order. The Stock Barely Blinked.
When the Pentagon commits to tripling PAC-3 and quadrupling THAAD output against an active Gulf conflict, a flat share price is a question worth answering.
ADM Is Betting the Black Sea Stays Broken. Turkey Disagrees.
Wheat’s August surge has processors in a bind: damage is real, but a diplomatic deal could erase the premium overnight.
Discover the “29% Account” of the banking elites
September 1, 2026 Bonus Content: The Two-Day Trade Inside PANW’s Tuesday Close A note from our friends at The Oxford…
Ciena Is Down 22% and Reports in Four Days
August 31, 2026 Ciena beats estimates and gets punished. Four days before it reports again, the stock sits 22% below…
Apple’s New CEO Has $117 Billion and an AI Gap to Close
John Ternus inherits a cash machine Cook built by spending less. Now the question is whether a hardware engineer turns that discipline into AI investment or keeps returning it to shareholders.
The Resume Is No Longer in Charge
Employers are ditching credential-first screening, and the data explains why.
What Last Year’s Shutdown Tells You About This One
The October 2025 shutdown erased a jobs report and barely dented the S&P 500. Here is the calm playbook if history repeats.