November 3, 2026 Bonus Content: Palantir Beat Earnings. One Contract Number Ended the Party. A note from our friends at…
Iran War SHOCK: My Source Told Me to Watch for This
November 3, 2026 Bonus Content: Eaton’s 41% Order Growth Hits a Skeptical Market A note from our friends at Banyan…
Brent Crude Gave Back an $8 Drop Overnight. Here Is What Opens Higher and What Doesn’t.
The US struck Qeshm Island after peace-talk hopes pulled the war premium out of oil. Now traders have to price…
Ryanair’s €2 Billion Fuel Problem Starts in April
The headline profit drop is real but almost beside the point. Ryanair’s first-half results, released this morning, showed after-tax profit…
German Gas at 61% Sends TTF Toward €100
Germany missed its Nov. 1 storage target. Here is where weather risk concentrates, which sectors are absorbing the damage, and…
The only U.S. nickel mine they can’t ignore
November 2, 2026 Bonus Content: Arm’s Royalty Engine Heads Into Wednesday With Chips Hot A note from our friends at…
Google can’t build what Elon has
A note from our friends at Behind the Markets(ad) Dear Friend, Google is paying Elon $920 million a month. Anthropic…
CVS Health’s Rivals Are Retreating. Wednesday Tests Its Pricing
With Humana and UnitedHealth pulling out of nearly a million Medicare Advantage plans for 2027, CVS’s Q3 medical benefit ratio…
Lennar’s Guidance Tells the Real Story Before Dec. 16
With Q4 EPS guidance 26% below consensus and the 30-year fixed at 7.24%, the math into year-end is harder than…
Pfizer Reports Tuesday. The $10 Billion Obesity Bet Matters Most.
Analyst Targets Guggenheim: Buy, $31.00 price target, models Q3 revenue at $16.16B and EPS of $0.77, above consensus JPMorgan Chase:…