October 15, 2026 Bonus Content: Schwab’s Trading Boom Meets a Market That Just Broke A note from our friends at…
One buys three homes. The other, a used RV.
October 15, 2026 Bonus Content: PNC and U.S. Bancorp Report Today. The Real Test Is After the Fed. A note…
BofA’s Bad News Is Hiding Something Better
October 14, 2026 Strip out the non-deductible charge and the quarter looks far stronger than the after-hours selloff implied. Analyst…
Before Oct 20th: Grand Canyon ticker
October 14, 2026 Bonus Content: Morgan Stanley and BlackRock Report Today. The Real Test Is September’s Trading Freeze A note…
Your download link
A note from our friends at Profits Run(ad) If you haven’t downloaded my “Top 10 Stocks to Buy This Quarter”…
The next pesticide story may not be about pesticides at all
October 13, 2026 Bonus Content: The Water Grid Is Already Being Hacked. The Firmware Fix Is the Trade. A note…
LVMH’s 1% Growth Is Masking a Much Worse Quarter
The group number is the least important figure in LVMH’s Q3 release. Total organic revenue rose 1% to €18.5 billion,…
This quarter’s picks (don’t miss them)
October 13, 2026 Bonus Content: Three Brokerages Cut LVMH. Now the Numbers Have to Answer. A note from our friends…
These Elon suppliers soared as high as 6,695%. Is this one next?
October 13, 2026 Bonus Content: TSMC’s Record Quarter Is Confirmed. Thursday Is About Capex. A note from our friends at…
UniCredit Has a Date in Brussels. Commerzbank’s Price Hinges on What Happens Next.
There is now a hard date on the calendar. On October 9, UniCredit formally sought EU antitrust approval for its…