A note from our friends at Weiss Ratings(ad) Dear Reader, Starting as soon as a few months from now, the…
The Army’s next order: generate electrons
A note from our friends at The Oxford Club(ad) Dear Reader, A microreactor just generated neutrons at Idaho National Laboratory.…
Brent Dropped After Riyadh Was Hit. The Flows Explain Why.
Saudi exports rebounded above 4 million bpd in September, and energy stocks must now be read through that lens.
Lufthansa Just Chose Boeing to Refresh Its Short-Haul Fleet
Europe's largest airline group firmed 20 MAX 10 options. A union vote ending Oct. 1 could still test Boeing.
1929… 1987… 2008… COVID…
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AutoZone’s $54 EPS Bar Meets $6.49 Diesel and a 5% Ten-Year
September 20, 2026 Tuesday’s fiscal Q4 report tests whether $6.49 diesel and 5% yields are eating into the repair trade.…
Boeing’s European Win Has a Labor Vote Attached
Lufthansa committed $3.4B to the MAX 10. Boeing engineers vote this week.
Nvidia says without this radical device AI can’t scale
A note from our friends at Brownstone Research(ad) Hi, Take a look at this… It’s smaller than a fingertip… It’s…
Nvidia, Palantir, and CoreWeave Insiders Are Selling Billions
About $18.6B in net insider sales is real, but the Form 4 details matter.
Whitney Tilson’s Latest Assessment: What the Data Is Showing Now
September 19, 2026 Bonus Content: Netflix Just Got Its Most Bearish Rating in Years A note from our friends at…