This should NOT be possible…
October 18, 2026 Bonus Content: Procter & Gamble at 22x Earnings Is Not as Safe as It Looks A note…
The Yen Is Two Points From Tokyo’s Ceiling. CPI Decides Next.
Japan’s September CPI lands Thursday night in the U.S., the last major data before the Bank of Japan meets Oct. 29-30.
7.5% Mortgages in 2027 Will Cost Buyers More Per Month
Fannie Mae’s sharp forecast revision reshapes the math for buyers, refinancers, and homebuilder stocks.
GM Reports Tuesday. Strip Out the Tariff Windfall First.
Hey there, bargain hunter. General Motors drops its Q3 results on Tuesday, October 20, at about 6:30 a.m. ET, and…
Act on Musk’s prediction before November 11
A note from our friends at Brownstone Research(ad) Dear Reader, Elon Musk just made a shocking prediction. He said 99%…
Oct 20th: The Grand Canyon Auction
October 17, 2026 Bonus Content: Steel’s Big Quarter Is Built on Borrowed Time A note from our friends at Behind…
Meta’s Self-Funded Balance Sheet Faces Its Biggest Test
On Oct. 21, allocators see if Meta’s ad engine can fund a $200 billion AI buildout.
GE Vernova Lands a Major Off-Grid AI Power Deal
Venture Global’s frame agreements for up to sixteen 720 MW units put GEV in the middle of a power build-out the grid cannot handle alone.
Trump’s issues shocking Executive Order on U.S. Dollar
October 16, 2026 Bonus Content: AT&T Put $10 Billion Into Mexico and Got $2 Billion Back A note from our…
Varonis Got a 52% Premium. What That Tells You About Data Security Prices.
Thoma Bravo’s $6.3 billion all-cash bid for Varonis says something specific about where buyers think AI-era data security is undervalued.