Perfect conditions for another financial chain reaction?
A note from our friends at Weiss Ratings(ad) Dear Reader, Based on my 55 years...
DRAM Has Doubled. Is Micron the Buy, or the Warning Sign?
Memory is now rationed by contract, Korean producers plan steep PC output cuts, and Micron's financials look extraordinary. That combination…
Exposed: The Millionaire Lifestyle You Could Have (Without Millions)
November 3, 2026 Bonus Content: Duolingo Reports Tonight. What Does $132 Require? A note from...
Anthropic Wants $1.5 Trillion. Its Own Filing Shows Why That Is Hard to Justify.
An $895 billion compute bill and growth cooling from 144% to ~47% put buyers in an uncomfortable spot before the…
Nvidia Is Now the Mortgage Lender for the AI Build-Out
When bond markets slam the door on neoclouds, the chipmaker financing the infrastructure starts to look less like a supplier…
Dr. Mark Skousen says the same setup is here once again.
November 2, 2026 Bonus Content: Xpeng Crossed 50,000 Monthly Deliveries. Now Comes the Hard Part....
Vertex Has Three Growth Lines. Many Investors Still Price One.
Healthcare is absorbing capital leaving AI software, and Vertex reports tonight with Journavx, a kidney-drug FDA date, and ALYFTREK's expansion…
OpenAI Set a Price. Wall Street Has to Decide If It Believes It.
A $150 billion valuation cut in six weeks is turning one private fundraise into a referendum on every AI multiple…
Chevron proved it worked. Then killed it.
November 1, 2026 Bonus Content: Walmart’s Holiday Moment Arrives as Forecasters Split A note from...
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…