Wella’s IPO Has Great Brands and $2.3B in Debt
September 2, 2026 Strong growth, real margins. But KKR is asking you to absorb six years of leverage. Sponsored Former…
2026
Aon Is Borrowing $17 Billion for USI. Can It Afford to Be Right Twice?
The NFP integration record earns Aon some credibility, but the debt load is real and the clock starts now.
Gold Shock coming September 30th
September 1, 2026 Bonus Content: The CAFE Rollback Guts Tesla’s Credit Income. GM and Ford Look Cheaper for It. A…
While everyone watched Iran, this huge bet dropped…
September 1, 2026 Bonus Content: The AI Trade’s Dirty Secret Is in the Bond Market A note from our friends…
Washington Just Rewrote Fuel Economy Rules. Here Is Who Wins.
The proposed SAFE III rule targets ~34.5 mpg by 2031, and the credit reset could decide which automakers keep the savings.
DocuSign Beats and Still Falls. Buy or Walk Away?
September 1, 2026 DOCU has a $1.1 billion free cash flow engine First a note from our friends at MarketWise(ad)…
JPMorgan Just Blinked. Goldman Is Holding the Other Side.
With hike odds near 60% and the 10-year around 4.75%, JPMorgan went cautious Monday. Goldman says that caution is misplaced.
Stop trying to pick companies
August 31, 2026 Bonus Content: Polymarket Hit $21 Billion. The Valuation Math Is the Real Bet. A note from our…
The altcoin behind an $11B privacy play
August 31, 2026 Bonus Content: The Consumer Markdown: Cheap or Broken? A note from our friends at Crypto 101(ad) Dear…
The Regulation Nobody Talks About Is Building the Edge
Data-sovereignty laws are pushing some workloads out of the cloud and into local hardware. That is a real edge computing tailwind.