Trump’s next equity target may be hiding near $5
October 9, 2026 Bonus Content: Devon Energy Is Selling Eagle Ford for $4.2 Billion A note from our friends at…
Boots Is Worth $8.9 Billion. You Were Never Going to Own It.
The Weston family and Fairfax just claimed a storied UK retailer. The lesson is about who gets the best assets.
The best part of trading starts at 9:30am EST
October 9, 2026 Bonus Content: Wolfspeed Got $1.5 Billion From the Government. It Will Cost You 7.5%. A note from…
Is Tesco Still Cheap?
October 8, 2026 First-half free cash flow jumped 21% and profit guidance rose. Here is what the numbers actually say…
The ECB’s September Hike Looked Unanimous. The Account May Tell a Different Story.
European shares and the euro are under pressure as the ECB publishes what the Governing Council argued behind closed doors.
Bargain hunter, circle October 24th
October 8, 2026 Bonus Content: Levi’s US Sales Are Slipping. International Is Not. A note from our friends at Behind…
Tencent Is Borrowing Billions for AI as Free Cash Flow Turns Negative
A $5 billion bond plan signals AI spending is outrunning cash flow.
A closer look at the bank-branch count
October 7, 2026 Bonus Content: The Junior Accountant and Paralegal Are Being Quietly Erased A note from our friends at…
McKesson Just Bought a Stock You Sold in April
October 7, 2026 They called it a 37% premium. Shareholders who held from January got a discount. Hey there, bargain…
McKesson Just Bought the Stock You Sold in April
October 7, 2026 They called it a premium. Public shareholders called it a panic. Here’s who was right. Hey there,…