There is a queue that never seems to shrink at GE Aerospace. Engines staged at Boeing’s Charleston facility, waiting on…
The Trump memecoin contest is back (my take)
October 17, 2026 Bonus Content: Coca-Cola Just Took KFC Back. This Is How a Moat Works. A note from our…
What Blackstone Is Betting On With Anthropic’s 10% Coupon
Project North Star’s junior debt yield is Wall Street’s latest price on AI compute risk.
The AI Trade Just Lost $1.6 Trillion in Six Days
Chips, credit stress, and a hot CPI print turned the week's biggest theme into its biggest liability.
Starlink Cut Ukraine’s Drones Off
October 16, 2026 When your biggest customer controls your operating license, your moat can work against you. Sponsored The 1985…
Hengrui Is Supplying Big Pharma’s Pipeline. Now It Wants the Upside Too.
With $139.4 billion in Chinese drug licensing deals this year, the question for healthcare investors is who actually owns the…
This Tiny Sub-$1 Gold-Silver Royalty Stock Is Ready to Run
October 15, 2026 Bonus Content: Abbott’s Factory Floor Makes the Case for Flywheel UPS A note from our friends at…
Copper Near $15,000. Which Miners Own Enough to Matter?
Cash copper settled at a record $14,822 a tonne on Monday and $14,741 on Tuesday. In London, three-month copper climbed…
Albemarle Just Got a 33% Upside Call. The Grid Is Why.
Mizuho's upgrade of ALB isn't about EVs. It's about grid storage.
The KOSPI Fell Twice as Hard as the Nikkei. That Gap Is the Story.
Seoul's circuit breakers and Tokyo's Topix divergence show which stocks the world is selling, and why.