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Big Brand, Messy Books
The Nike trade that big money tried and walked away from
Claim a Backdoor Stake in SpaceX Before June 12
The Power Builder Nobody Was Watching Just Became Impossible to Ignore
Permanent deterrence is turning into infrastructure spending
Big Brand, Messy Books
Newsletters

Big Brand, Messy Books

June 6, 2026 Big Brand, Messy Books Why Nike keeps ending up in activist crosshairs Sponsored First a note from…

June 6, 2026
The Nike trade that big money tried and walked away from
Newsletters

The Nike trade that big money tried and walked away from

June 6, 2026 Big Brand, Messy Books Why Nike keeps ending up in activist crosshairs Sponsored First a note from…

June 6, 2026
Claim a Backdoor Stake in SpaceX Before June 12
Newsletters

Claim a Backdoor Stake in SpaceX Before June 12

June 5, 2026 Claim a Backdoor Stake in SpaceX Before June 12  Featured – COO: When the Ugly Number Is the…

June 6, 2026
The Power Builder Nobody Was Watching Just Became Impossible to Ignore
Newsletters

The Power Builder Nobody Was Watching Just Became Impossible to Ignore

June 5, 2026 The Power Builder Nobody Was Watching Just Became Impossible to Ignore AGX dropped a Q1 that made…

June 5, 2026June 5, 2026
Permanent deterrence is turning into infrastructure spending
Newsletters

Permanent deterrence is turning into infrastructure spending

June 4, 2026 Permanent deterrence is turning into infrastructure spending Why Lockheed keeps showing up in the most non-optional programs…

June 4, 2026
The Dow Is Surging. One Stock Is Doing Most of the Work.
Newsletters

The Dow Is Surging. One Stock Is Doing Most of the Work.

June 4, 2026 The Dow Is Surging. One Stock Is Doing Most of the Work. UNH just got a major…

June 4, 2026
Caleres just reported and the numbers are worth sitting with
Newsletters

Caleres just reported and the numbers are worth sitting with

June 4, 2026 Caleres (CAL): What the Q1 Numbers Are Actually Saying Suspended guidance, margin pressure, and one cost plan…

June 4, 2026
Five Below beat by a mile and the stock still sold off
Newsletters

Five Below beat by a mile and the stock still sold off

June 3, 2026 Five Below beat by a mile and the stock still sold off 22.7% comps. A 24% EPS…

June 4, 2026
XOM Catches a Bid As Brent Pushes $100
Newsletters

XOM Catches a Bid As Brent Pushes $100

June 3, 2026 XOM Catches a Bid As Brent Pushes $100 Brent near $100, ceasefire gone, and what it means…

June 3, 2026June 3, 2026
Should Investors Be Worried About AMD?
Newsletters

Should Investors Be Worried About AMD?

June 2, 2026 Should Investors Be Worried About AMD? AMD Fell on Monday. The Numbers Tell a Different Story. AMD…

June 2, 2026June 2, 2026

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Recent Posts

  • Big Brand, Messy Books
  • The Nike trade that big money tried and walked away from
  • Claim a Backdoor Stake in SpaceX Before June 12
  • The Power Builder Nobody Was Watching Just Became Impossible to Ignore
  • Permanent deterrence is turning into infrastructure spending

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