The strange black rock the CIA keeps at Langley
A note from our friends at The Oxford Club(ad) The CIA Accidentally Discovered the Rare Earth MOTHERLODE …And One $5…
Allianz and Munich Re Are Quietly Winning the Rate Era
With the 30-year Treasury near 5.3%, European insurers are reinvesting at yields unseen in two decades. Allianz reports Nov. 12.
The VIX Jumped 70% in 48 Hours. Read It Right.
Post-election volatility ran from 16.61 to 28.18. Here is what that range tells active traders about where risk actually sits.
Vistra Rose 10% on Earnings Day. Backlash Didn’t Touch It.
With 2027 EBITDA guidance of $7.7–$8.5 billion and a fresh $1.5 billion buyback, VST is making the clearest case of any power stock right now.
$169 Private Jet Hack?
A note from our friends at The Agora Companies(ad) Have you seen THIS video yet? It’s making the rounds online…
Walleye Just Fired Its Stock Pickers. Who Gets Hurt Next.
After a $17bn fund dismantles its equity team, the real question is which crowded names still need to be sold.
Duolingo’s Daily Users Jumped 29%. The Stock Surged 26%. Now What?
Daily active users reached 64.9 million and revenue beat estimates, but Wall Street’s average price target sits below where the stock is trading today.
REVEALED: “Mr. 1,000%’s” true identity
November 6, 2026 Bonus Content: Nvidia and the Data Center Complex Are Selling Off. The Build-Out Isn’t Stopping. A note…
Commerzbank’s Best Nine Months Show Why Europe’s Banks Beat US Tech
Profit surged again as Commerzbank eyes €3.4bn for 2026 and the Nasdaq sits 10% off its October peak.
Datadog Grew 35% and the Market Sent It Down 18%. That Gap Is the Story.
Two observability stocks fell hard in two days. The committee question is whether this is structural.