When the world’s biggest pool of capital decides a category of business is no longer un-ownable, that is not a…
Nothing Happens Without Copper. Here’s How to Profit.
October 18, 2026 Bonus Content: Intuitive Surgical Reports Tuesday. One Quarter Is Not the Story. A note from our friends…
Fifth Third’s Earnings Are the Loan-Loss Test for Regional Banks Today
FITB reports before the open Monday as the first major bank of the week, carrying $73 billion in Comerica assets…
GE Aerospace Paid $11.75 Billion to Own Its Own Bottleneck
Tuesday's earnings report is the first real test of that bet.
GE Aerospace Is Buying the Bottleneck. That Changes Everything.
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…