October 14, 2026 Bonus Content: Morgan Stanley and BlackRock Report Today. The Real Test Is September’s Trading Freeze A note…
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A note from our friends at Profits Run(ad) If you haven’t downloaded my “Top 10 Stocks to Buy This Quarter”…
China’s 5% Factory Inflation May Now Hit Global Prices
A 4.1-point gap between producer and consumer prices hints at rising export price pressure.
The next pesticide story may not be about pesticides at all
October 13, 2026 Bonus Content: The Water Grid Is Already Being Hacked. The Firmware Fix Is the Trade. A note…
Coherent Just Landed $2 Billion From Nvidia. The Stock Is Still 43% Below Its Price Target.
Co-packaged optics are moving from prototype to purchase order, and one public company sits at the center of every dollar…
LVMH’s 1% Growth Is Masking a Much Worse Quarter
The group number is the least important figure in LVMH’s Q3 release. Total organic revenue rose 1% to €18.5 billion,…
This quarter’s picks (don’t miss them)
October 13, 2026 Bonus Content: Three Brokerages Cut LVMH. Now the Numbers Have to Answer. A note from our friends…
SK Hynix and Samsung Fell Hard. Record Profit Didn’t Matter.
Foreign selling drove the KOSPI below 6,000, and CXMT was only part of it.
These Elon suppliers soared as high as 6,695%. Is this one next?
October 13, 2026 Bonus Content: TSMC’s Record Quarter Is Confirmed. Thursday Is About Capex. A note from our friends at…
Refiners Are Minting Money on Diesel. Can It Last?
The ULSD crack hit a record $117.92 a barrel while crude barely moved. Now the debate is whether owning refineries…