The AI breakthrough hiding in Amazon’s warehouses
October 24, 2026 Bonus Content: Jio Platforms Lists Wednesday. Institutions Were 70x In. Retail Barely...
The Cloud Revenue Growth Rate Is the Only Thing That Can Justify $730 Billion
Microsoft and Alphabet report Oct. 28, Amazon and Intel Oct. 29. Investment committees need one number from each of them.
Taiwan Is Dark Until Tuesday. TSM and Chip ETFs Carry the Price.
Typhoon Champi shut the TAIEX Friday and a public holiday closes it Monday, leaving US-listed shares as the only live…
Why wait 90 days if gold can pay you this Friday?
A note from our friends at Investors Alley(ad) Tim Plaehn here. Most dividend stocks only...
European Gas Hits €90. A Cold Snap Could Send It to €100.
Dutch TTF is up 26% in a month, with EU storage unusually low. Bond traders are already paying attention.
Hermès Missed. Now Investors Must Ask What They Were Paying For.
China hit accessories, and the luxury stock that held a premium suddenly looks more cyclical.
A 5.13% Treasury Yield Is Already Doing the Fed’s Work
While everyone watches October 28, the 10-year is quietly squeezing housing, small caps, and credit.
What Buffett Said at His Last Meeting
October 22, 2026 Bonus Content: GE Vernova Turns Grid Inverters Into Software A note from...
Linde’s Hydrogen Steel Play Has CBAM Behind It
EU CBAM entered its definitive phase January 1, 2026. Q3 earnings arrive October 29.
Adidas Is Selling at Full Price. Nike Still Isn’t.
A 54.3% gross margin in Adidas’s record quarter reveals which sportswear giant has actually rebuilt its brand and which is…