UK GDP Just Handed the Bank of England Its Permission Slip
Gilts, sterling and money markets are telling a more complicated December story than the headline 0.7% suggests.
Trump Is Replacing the U.S. Dollar
A note from our friends at Porter & Co(ad) Editor’s Note: Porter Stansberry has just...
First Solar’s 58% Gross Margin Hides a Single-Point Policy Risk
With FSLR around $181 and consensus near $256, the gap runs through Washington.
Moderna’s Cancer Vaccine Worked. Here’s What’s Next.
A Phase 3 win in melanoma, Q3 revenue of $1.3B, and Analyst Day on Nov. 12 put the next 24…
Dr. Ron Paul: “This is even worse than the big Socialist victory”
A note from our friends at MarketWise(ad) Dear Reader, The Democratic Socialists won big at...
On Holding Beat Q3. Now Comes the Real Question.
With Nike shrinking and HOKA slowing, On's 17% constant-currency growth makes it the only large athletic brand still taking share.
The Trade Desk Fell 73%. Now It Has Its Biggest Revenue Beat in Years.
An $85 million revenue surprise and 95% retention are forcing shorts to rethink 2026’s most punished ad-tech stock.
150 years ago, they built a secret Europe…
A note from our friends at The Agora Companies(ad) Back in the 1860s, settlers from...
Nvidia’s Most Crowded Trade Has a New Risk Nobody Priced
An independent investigation into Jensen Huang lands nine days before Q3 earnings, forcing institutional investors to price key-person risk.
Bitcoin Is Below $75,000 and Falling Alone This Time
Asian equities bounced overnight. Bitcoin did not follow.