Pernod Ricard’s Famous Brands Look Cheap. Check the Debt First.
August 27, 2026 Three straight years of falling sales, a 3.8x leverage ratio, and a Q1 warning: the yield is…
August 2026
Marvell’s $12.2B Google Bet Reports Tonight
A revenue-linked warrant deal disclosed Aug. 19 sets the stakes. Tonight’s earnings test the custom silicon thesis.
The Link Is Closing
August 26, 2026 Bonus Content: CRM Just Broke Out. The Numbers Say It’s Real. Sponsored The download link for my…
What to do if you missed out on SpaceX
August 26, 2026 Bonus Content: Record Quarters, Fresh Buybacks, and a Tariff War Sponsored Editor’s Note: Jason Bodner spent two…
ALB Target Cut to $140: Watch These Battery Tickers
JPMorgan cut Albemarle’s December 2027 target Tuesday as lithium prices soften. SQM, PLL, and LAC moved with it.
Zoom’s Numbers Look Better Than the Stock
August 26, 2026 Net cash, real free cash flow, a buyback in motion, and enterprise growth at a three-year high…
COIN Has a Sept. 15 Date With Congress
The CLARITY Act cloture vote is the one midterm event that could actually move Coinbase’s earnings line, not just its stock price.
Legendary Investors Dumping Nvidia.
August 25, 2026 Bonus Content: The Border Is Open. The Warehouse Is Full. Sponsored Below is an important message from…
The “Rockefeller Moment” for coal
August 25, 2026 Bonus Content: Who Wins When the Referee Blows the Whistle on Hedge Fund Leverage? Sponsored In the 1800s,…
Steel Long, Truckers Short: The Jan. 1 Trade Is Already Open
Trump’s Jan. 1, 2027 Canada auto and steel tariff opens a dated, asymmetric pair: domestic mills on one side, cross-border freight on the other.