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…
UniCredit Has a Date in Brussels. Commerzbank’s Price Hinges on What Happens Next.
There is now a hard date on the calendar. On October 9, UniCredit formally sought EU antitrust approval for its…
A gold backed high yield
A note from our friends at Golden Portfolio(ad) I’m Garrett Goggin, a 20+ year veteran gold analyst, in the last…
80x Better than Tesla?
A note from our friends at The Oxford Club(ad) Dear Reader, Tesla is one of the largest companies in America.…
Kalshi and Polymarket Face a Licensing Test as the CFTC Redefines Swaps
The October 20 comment deadline is the moment futures exchanges with existing licences find out whether they own this market.
Lukoil’s $22 Billion Asset Sale Has 11 Days Left
OFAC’s negotiating license ends Oct. 22, Carlyle walked away, and a new consortium is racing to fill the gap.