Ithaca Energy’s $860m Canada Bet: Growth Engine or Liability Trap?
The North Sea producer is buying into Newfoundland offshore oil. The math is compelling. The liabilities are not nothing.
Nvidia at a Record. Three Pension Giants Think the Nasdaq Is Now Just Three Stocks.
On Monday, the Nasdaq Composite closed at a record 27,477. Nvidia posted its first all-time-high close since May, up roughly…
This May Be the Moment Before the Move
A note from our friends at The Oxford Club(ad) I’m going to be blunt. If this story is real in…
Vistra’s $4.2 Billion Federal Loan Creates a Two-Tier Nuclear Market
Cheap government credit resets how analysts must value merchant nuclear operators who do not have one.
Elon’s Social Security Reset?
October 6, 2026 Bonus Content: Vistra’s $4.2 Billion Federal Loan Creates a Two-Tier Nuclear Market A note from our friends…
Four Companies Control the Grid’s Chokepoint. New Factories Won’t Help Until 2030.
The binding constraint behind transformer lead times is not steel or capital — it is a 15,000-person workforce that winds copper coils by hand.
TSMC Entering Musk’s Orbit Leaves Intel With Less to Stand On
The question institutional investors are sitting with this Monday morning is not whether TSMC and Terafab will reach a deal.…
The tiny morning crawl that would have produced $529 before lunch
A note from our friends at Media Pub(ad) When news broke overnight about China’s Moonshot AI unveiling its new model……
Since 2000, Gold Is up 1,395%. The S&P Is up 425%.
October 5, 2026 Bonus Content: Delfin’s 17.6% Stake Just Made the Monte dei Paschi Vote a Done Deal A note…
TSMC’s Texas Gambit Could Remake Its Business Model
A single-customer fab for Tesla, SpaceX and xAI would be new.