GM Reports Tuesday. Strip Out the Tariff Windfall First.
Hey there, bargain hunter. General Motors drops its Q3 results on Tuesday, October 20, at about 6:30 a.m. ET, and…
Act on Musk’s prediction before November 11
A note from our friends at Brownstone Research(ad) Dear Reader, Elon Musk just made a shocking prediction. He said 99%…
Oct 20th: The Grand Canyon Auction
October 17, 2026 Bonus Content: Steel’s Big Quarter Is Built on Borrowed Time A note from our friends at Behind…
Meta’s Self-Funded Balance Sheet Faces Its Biggest Test
On Oct. 21, allocators see if Meta’s ad engine can fund a $200 billion AI buildout.
GE Vernova Lands a Major Off-Grid AI Power Deal
Venture Global’s frame agreements for up to sixteen 720 MW units put GEV in the middle of a power build-out the grid cannot handle alone.
Trump’s issues shocking Executive Order on U.S. Dollar
October 16, 2026 Bonus Content: AT&T Put $10 Billion Into Mexico and Got $2 Billion Back A note from our…
Varonis Got a 52% Premium. What That Tells You About Data Security Prices.
Thoma Bravo’s $6.3 billion all-cash bid for Varonis says something specific about where buyers think AI-era data security is undervalued.
Bank Accounts Getting Frozen (do this to protect yourself)
October 15, 2026 Bonus Content: Southern Company Is Spending $81 Billion on the Grid. Zero-Loss Wire Could Change What That…
IonQ Raised Billions. Your Shares Got Diluted.
October 15, 2026 The $40 offering price is not the price you are really paying First a note from our…
Eli Lilly Rose 4% as Tech Sank. Here’s Why Earnings Matter.
Wednesday’s rotation out of AI and into pharma had a clear winner, and Lilly has the numbers to make the move stick.