October 11, 2026 Tuesday’s ‘Welcome home’ event brings a smart display and a Siri AI bet, but iPhone 18 Pro…
The only U.S. nickel mine they can’t ignore
A note from our friends at The Oxford Club(ad) Dear reader, Most investors wait for the government press conference. I…
Goldman Sachs Is Down 22%. It Reports in Two Days.
Record Q2 set a near-impossible bar. Does the pullback price in the step-down?
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Apple’s iPhone 18 Pro Order Cut Points at the December Quarter
AAPL closed Friday down roughly 2.6% while the S&P 500 rose 0.6%. That divergence has a single explanation: Apple reportedly…
Broadcom Is Arranging $50 Billion in AI Chip Financing. The Stock Trades at 19x Forward Earnings.
The OpenAI chip plan puts Broadcom at the center of AI hardware finance, while its valuation has quietly compressed.
Everyone asked me for this
October 10, 2026 Bonus Content: UnitedHealth Reports Tuesday. Star Ratings Raise the Stakes. A note from our friends at Tradewins(ad)…
Chaikin: Buy this stock by October 20
October 10, 2026 Bonus Content: Delta’s $6 Billion Fuel Bill Is Now the Industry’s Problem A note from our friends…
SpaceX’s Spectrum Deal Put Tower Stocks in Play
An $8 billion spectrum deal could make SpaceX a future tower tenant, and AMT reports in 17 days.
Delta Made Money. Then Cut Its Outlook.
October 9, 2026 The airline absorbed $1.6B in higher fuel costs, held pre-tax profit flat, and still lowered its full-year…