This Company Could Become America’s Most Valuable Asset
September 28, 2026 Bonus Content: Bitget Lost $387 Million Overnight. Who Actually Profits? A note from our friends at Banyan…
Coinbase and Circle Now Answer to 50 State Cops, Not One Federal Law
With the CLARITY Act dead and agency rules reversible by any future administration, crypto exchange stocks carry a legal liability that no price target accounts for.
America’s Emergency Oil Reserve Is 40% Full
September 27, 2026 Bonus Content: Ad Agency Timelines Are Shrinking. Adobe and Figma Cash In. A note from our friends…
India Is Back on the Tightening Map. What That Means for INDA and Indian Banks.
With the RBI’s Oct. 5-7 meeting in focus, India bulls may need a rethink.
Leslie’s at 34 Cents Is Not a Bargain. It’s a Trap.
Hey there, bargain hunter. Thirty-four cents for America’s largest pool supply retailer sounds like the kind of misprice that makes…
You Won’t Believe What I See on Monday at 9:30
A note from our friends at Stocks to Trade(ad) You won’t believe what I’ve been seeing almost every Monday at…
MGM Resorts Could Buy Back 27% of Itself. The Price Has to Be Right.
A potential bid for People Incorporated would function as a massive share repurchase wrapped inside a media acquisition, and the math is what matters.
Your Options Checklist Is Expiring
September 26, 2026 Bonus Content: One Shot, Five Diseases: Who Profits When Old Age Gets Expensive A note from our…
Qualcomm Is Worth More Than the Market Thinks
Apple will keep paying royalties even as it builds its own modems. That distinction, combined with a new Snapdragon platform, is not yet priced in.
How a rumor lost $3B for GEN
September 26, 2026 The FT ran one story. The market wiped 20% off GEN before management said a word. Hey…