On-chain property is growing, but secondary trading is still thin and spreads stay wide versus public REITs.
Schneider Electric’s PTC Deal Is Its Biggest Ever. The Price Is What Moved the Stock.
Analyst Targets JPMorgan: Overweight, €345 price target; reiterated this morning; acknowledged the deal represents roughly 12% of Schneider’s market capitalization,…
Trump Wants U.S. Drone Dominance. Investors Should Know Who’s Ready.
October 5, 2026 Bonus Content: Samsung’s Q3 Numbers Land Thursday. What 276,000 Won Still Needs Proving. A note from our…
Since 2000, Gold Is up 1,395%. The S&P Is up 425%.
October 5, 2026 Bonus Content: BT’s TalkTalk Deal Costs £400m. The Regulator Could Cost More. A note from our friends…
TSMC Entering Musk’s Orbit Leaves Intel With Less to Stand On
A single-customer fab for Tesla, SpaceX, and xAI would test everything investors think they know about TSMC's pricing discipline, and…
SK Hynix and Samsung Win the AI Memory Crunch. Is It Priced In?
Analyst Targets Wolfe Research — Outperform, $250 (reiterated Sept. 23, 2026) Bank of America Securities — Buy, $268 (raised from…
Hong Kong Fell 2.6% Last Week. China’s Buyers Are Gone Until Oct. 8.
With Stock Connect shut for Golden Week, the Hang Seng is pricing China in a vacuum, and that vacuum lasts…
Missed Nvidia at $4.50? This could be your second chance…
October 4, 2026 Bonus Content: Over a Million Seniors Are Losing Medicare Advantage Plans. UnitedHealth Reports in Nine Days. A…
Nvidia Nears $5.7 Trillion. The Q3 Report in 45 Days Matters.
A $150 billion buyback and a $108 billion Q3 guide pushed shares to a record. The forward multiple is near…
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October 4, 2026 Bonus Content: Delta Reports Friday. Premium Cabins and a Refinery Decide the Stock A note from our…