Dimon Says AI Risk Rose Tenfold. CrowdStrike Is Where the Budget Goes Next.
Dimon just gave cybersecurity its clearest demand signal in years. One company is already built for this threat.
A public invitation with no response
October 7, 2026 Bonus Content: India Raised Rates. Now Watch the 10-Year Auction. A note from our friends at Subculture…
The Chip Under the GPU Making Money Right Now
Power delivery is the real AI hardware bottleneck in 2026, and one supplier is capturing outsized upside.
Urgent Prediction: Trump’s team is moving on this $5 stock
A note from our friends at The Oxford Club(ad) Dear Reader, The Trump administration has been pumping massive cash into…
The Southern Family Just Told You What Canadian Utility Assets Are Worth
After holding Canadian Utilities since 1980, the Southerns are swapping into Emera stock. That signal is worth reading carefully.
Refiners Are Printing the Richest Margins in Years. Here Is the Exit Risk.
Gulf Coast crack spreads have surged since January, but the geopolitical premium keeping them there is reversible, and Valero earnings on Oct. 22 could be the tell.
DraftKings Jumped 8% on the BofA Upgrade. The Real Question Hits in November.
Cannibalization fears are unresolved, a defined-risk call into earnings beats chasing the pop.
This Is By Far My #1 Income Stock
October 6, 2026 Bonus Content: S&P 500 Earnings Season Opens With a 29.5% Growth Target A note from our friends…
Delfin’s 17.6% Stake Just Made the Monte dei Paschi Vote a Done Deal
Intesa Sanpaolo’s extra €800m in cash is conditional, and the top holder said yes.
Since 2000, Gold Is up 1,395%. The S&P Is up 425%.
October 5, 2026 Bonus Content: Airtel Money Priced Below Talk. What the Oct. 14 Debut Says About London’s IPO Window.…