All 133 Million Households in America… Millionaires?
October 20, 2026 Bonus Content: The Indiana Utility Powering Microsoft’s Next Data Center A note...
Schneider Electric Is Paying $22.6 Billion for PTC. Can the Software Justify It?
A €6 billion share sale at a discount has pushed Schneider down roughly 15% from its October high. The math…
The CSI 300 Has a Buyer. That Is Not the Same as a Bottom.
Beijing’s state funds are stepping in after a record 10-week losing streak. History suggests the intervention caps downside without curing…
Lights…Camera… Action.
October 19, 2026 Bonus Content: Google’s 702MW Fuel-Cell Deal Puts Bloom Energy Center Stage A...
Copper Loses a Supply Risk. Watch What Miners Do Next.
Centinela strike ends. With the premium fading, FCX and ANTO face a different test at the open.
Blackstone Is Betting on Anthropic’s Chips. Private Credit’s Hidden Defaults Make That Bet Complicated.
With Moody's putting the real private credit default rate at 5.8% and AI debt markets wobbling, Thursday's earnings call is…
Act on Musk’s prediction before November 11
October 18, 2026 Bonus Content: Opko Health Sold Its Last Diagnostics Asset. What’s Left? A...
France’s Budget Has No Majority. The OAT Spread Keeps Score.
Saturday’s 550,000-person protest is the backdrop. Monday’s bonds are the verdict.
SpaceX Is Spending More on AI Than Its Rockets Earn
Tuesday's Q3 report will force investors to decide what kind of company they actually own.
Nothing Happens Without Copper. Here’s How to Profit.
October 17, 2026 Bonus Content: Teva’s New Schizophrenia Shot Tests Its Branded Pivot A note...