Brent Is Back Above $95. Refiners Are the Trade.
Trump’s Iran stance and Houthi strikes near Yanbu reset the energy board. Valero and Marathon are the cleanest expression of what comes next.
Swarmer Is Buying a Ukrainian Robot Maker. Revenue Was $25,554.
Strip away the geopolitical excitement and the Swarmer (SWMR) acquisition of Ratel Robotics presents one of the starkest mismatches in…
Washington already sent $135.4 million. What’s next?
A note from our friends at The Oxford Club(ad) Dear reader, Most investors wait for the government press conference. I…
Japan’s Finance Ministry Is the Yen’s Last Backstop
With the dollar index at a 19-month high and 10-year yields above 5.1%, warnings from Tokyo are the market’s only brake.
$450,000 to as much as $100 million
A note from our friends at The Oxford Club(ad) Dear Reader, Mitt Romney reportedly turned roughly $450,000 in retirement savings…
Green Energy Stocks Popped. The Veto Pen Changes Everything.
Democrats swept Congress, solar surged, and Trump still controls the kill switch on every bill that lands on his desk.
Anthropic Priced for Next Thursday. Its Biggest Backer May Not Have a CEO by Then.
The book is multiple times oversubscribed. Bankers are quietly discussing a price above the range. And then, Wednesday night, Nvidia’s…
Jensen Huang: Elon’s $119 Billion Plan Will Be “Extremely Hard”
A note from our friends at Brownstone Research(ad) Editor’s Note: Former $900 million hedge-fund manager Larry Benedict completed 20 consecutive…
Medline Beat Q3 by 38% and Launched a $1 Billion Buyback. The Debt Is Still the Story.
The largest healthcare IPO in years keeps outperforming. What happens to the stock depends on how fast the balance sheet heals.
Will you let AI handle your trades?
A note from our friends at Media Pub(ad) Let’s be real for a second. While most traders are still squinting…