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…
ABN Amro’s 52% Profit Jump: What’s Real and What’s a Refund
The Dutch bank earned €940 million last quarter, but how much came from core business versus one-offs matters more than the headline.
SoftBank Just Showed AI Power Orders Can Be Cancelled
Until Monday, the turbine and grid equipment trade rested on one comfortable assumption: AI sponsors were locked in. Advance payments…
“SpaceX Royalty” (Why It MUST Pay)
A note from our friends at The Oxford Club(ad) Hello, my name is Marc Lichtenfeld. And thanks to an obscure…
Nvidia Is Flat for 2026. The Scandal Is Only Part of the Story.
Congress set Nov. 11 as Jensen Huang’s answer-or-subpoena deadline. The valuation question matters too.
Socialists win big… Dr. Ron Paul warns what comes next
A note from our friends at MarketWise(ad) Dear Reader, The Democratic Socialists won big at the polls this election cycle.…
National Grid’s Debt Is Climbing Fast. The Micron Connection Explains Why.
With net debt at £48.6 billion and capex up 33%, the H1 numbers force a direct question: does the load-growth opportunity justify the balance sheet stretch?
Nvidia Lost $190 Billion in a Day. The Market Just Told You What Jensen Huang Is Worth.
When Nvidia fell 4.3% on Monday while the Nasdaq rose 2.74%, the market did something portfolio managers rarely get the…
Is your retirement ready for a 1970s redux?
A note from our friends at Priority Gold_SS(ad) One Asset Gained 2,300%The Last Time This Setup HappenedHere’s What It Was…