Memory Stocks Lost a Quarter of Their Value. DRAM Revenue Is Up 369%. The Market Is Making a Bet.
When a sector’s revenue rises nearly fivefold in a year and its stocks fall more than 25% in a week,…
I’ve been waiting DECADES for this…
A note from our friends at The Oxford Club(ad) Editor’s Note: Over the past 20 years, Matt McCall has written…
Oil Dropped $20 in a Week. Today’s Qatar Meeting Could Move It Either Way.
Brent has shed its war premium twice over since October’s highs — here is how to size energy exposure when Trump’s next headline lands.
What will Nvidia do next?
November 8, 2026 Bonus Content: GTA VI Launches Nov. 19. Take-Two’s Q2 Report Tonight Is the Gut-Check. A note from…
Occidental Has Repaid $8.6 Billion in Debt. Monday’s Earnings Show What It Bought.
With OxyChem gone and the balance sheet transformed, OXY’s Q3 report tests whether Buffett’s stake is turning this into a real income story.
Anthropic’s $1.5 Trillion IPO Is Already Being Cut
The debate inside investment committees this week is not really about Anthropic. It is about every AI valuation mark sitting…
Could THIS be your biggest trading advantage?
A note from our friends at Base Camp Trading(ad) Hi Trader, Here’s something many traders overlook… Time is one of…
Washington already sent $135.4 million. What’s next?
November 8, 2026 Bonus Content: Barrick’s Earnings Land Inside a Margin Squeeze A note from our friends at The Oxford…
Iran Blockade Turns Kinetic: What Crude and Tankers Do Next
CENTCOM disabled a cargo ship Saturday and launched a land-route task force. Here is what traders need to watch before the open.
Brent Crashed to $94, Then Crossed $100. Neither Price Is Safe.
With tanker mines and Oman-Iran diplomacy both live at once, energy exposure requires a plan for two completely opposite outcomes.