September 28, 2026 Bonus Content: Bitget Resumes Bitcoin Withdrawals After $387M Breach. Who Captures the Displaced Volume? A note from…
China’s Factory Profits Just Handed EM Investors a Warning
August’s 4.2% profit growth, the weakest of 2026, shows what Sept. 30’s PMI may confirm and what to do before…
One Bad Year Is All It Takes. See the $40 Trillion Problem Today.
September 27, 2026 Bonus Content: The Refinery Is the Chokepoint. These Are the Companies That Own It. A note from…
Solidigm’s $150 Billion IPO Is a Confession
A bank bake-off days before Micron reports, the timing matters.
Twilio Is Up 110% This Year. HSBC Just Asked Who Gets Paid.
HSBC analyst Sameer Lam cut Twilio to Reduce from Hold on Friday, September 25, leaving his price target unchanged at…
The Most Important Tech Company in America?
A note from our friends at Banyan Hill Publishing(ad) Dear Reader, The Iran war just exposed a terrifying reality: Modern…
Tanker Rates Are at a Record. Trump Rejected the Deal
With the ClarkSea Index at an all-time high and Hormuz still closed, the risk for FRO, DHT, and INSW sits…
Why I believe the AI market will split in Q4
September 26, 2026 Bonus Content: What Separates a Real Recovery From a Dead-Cat Bounce A note from our friends at…
Gaming REITs Are Yielding Near 8%. Institutions Are Taking Note.
GLPI and VICI offer 7%-plus yields, CPI-linked escalators, and full occupancy that is pulling institutional capital away from conventional fixed…
Qualcomm Keeps Apple’s Royalties
September 26, 2026 Friday’s 4.0% bounce tells only half the story Analyst Targets Baird (Tristan Gerra): Buy, thesis: wireless IP…