Washington’s $40 Trillion Bet
November 3, 2026 Bonus Content: Robinhood’s Options Boom Made Less Money Than Expected A note from our friends at Decentralized…
Keurig Dr Pepper Split: Which Company Do You Want to Own?
With the separation into two independent businesses targeted for early 2027, investors need to decide whether they want the beverages or the coffee.
Three oil giants buried the same discovery for 50 years
A note from our friends at Behind the Markets(ad) Dear Friend, In 1976, a Chevron drilling team tapped an energy…
Marathon Petroleum Just Earned $25 a Share. The Hard Question Is What That Number Is Worth.
Hey there, bargain hunter. Marathon Petroleum dropped its Q3 results before the open this morning, and the numbers are extraordinary….
Iran War: My Source Told Me to Watch for This
November 3, 2026 Bonus Content: Fiserv Is Cheap at 10x Earnings. The Question Is Whether the Business Deserves to Be….
Could the Gulf of America become the new Middle East?
November 3, 2026 Bonus Content: Bayer Beat Estimates, Raised Guidance, Still Trades Like a Pariah A note from our friends…
Eaton Backlog Is Surging. Can It Build Fast Enough?
Eaton reports Q3 earnings this morning with a 1.2 book-to-bill in Electrical, the question is no longer demand, it is conversion.
it took 57 years
A note from our friends at Med-X Inc(ad) Hi, In 1965, about 42% of American adults shared the same habit….
Ryanair Profit Fell 15%. The April 2027 Fuel Cliff Matters.
Hey there, bargain hunter. Ryanair reported first-half results this morning, and the headline number is a 15% drop in profit….
Ryanair’s cheapest fuel ends in March 2027. Then what?
With 80% of FY27 fuel locked in at about $67 a barrel only through March 2027, and about a quarter of FY28 needs covered, the cost cushion is about to vanish.