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…
Humana’s Star Rating Comeback Is Real. Here’s What It’s Worth.
Contract H5216 is back above four stars. What 2028 earnings math misses.
The Pre-Trade Check That Takes 5 Minutes
October 9, 2026 Bonus Content: Humana Is Up 13% Overnight. How Much Is Already Priced In? A note from our…
Goldman Sachs Hands 20 Executives $500M in Stock Days Before Earnings
David Solomon tops $100M as a five-year award vests ahead of the Oct. 13 Q3 report.
There’s something strange about the Anthropic IPO
October 9, 2026 Bonus Content: Starbucks Would Pay Around $50 Billion for Chipotle. Shareholders Said No. A note from our…
Samsung’s KRW 107.4tn Q3 Profit Beat, Stock Still Fell
Samsung Electronics (005930.KS / SSNLF) this morning reported Q3 2026 preliminary operating profit of KRW 107.4 trillion, roughly $80.3 billion…
Blue Owl Investors Want 39% of an AI Loan Fund Back. The Fund Won’t Give It to Them.
Three straight quarters of blocked withdrawals reveal what sophisticated allocators think about private credit's AI exposure.