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:…
I’m Pulling This Free Book Soon
November 1, 2026 Bonus Content: Uber Reports Wednesday. Brazil and Robotaxis Hold the Answers. A note from our friends at…
Economist who called Black Monday makes strange new prediction
A note from our friends at The Oxford Club(ad) Dear Reader, With stocks hitting record after record… It’s hard to…
Logan Says Two Hikes. The Bond Market Is Pricing Something Else.
The Fed's hawks have stopped fighting over December and started fighting over the terminal rate. That shift is what portfolio…
Global Payments Jumped 11%. Private Equity Sees a Gap.
CD&R and GTCR are eyeing a $40 billion buyout of a stock down over 60% from its 2021 peak.
Apple’s Gross Margin Will Set the Stock’s Next Move, Not the EPS Beat
Analyst Targets Morgan Stanley (Erik Woodring): Overweight, $355 Evercore ISI (Amit Daryanani): Buy, $380 J.P. Morgan (Samik Chatterjee): Buy, $360…
the mosquito still bites
A note from our friends at Med-X Inc(ad) Hi, Quick question: when did you last pay for pest control? A…