J.B. Hunt’s Margin Problem Is Now the Only Story
Revenue jumped 20% in Q3 2026. Profits barely moved. The 2027 bid season is the last clear chance to fix the gap.
CoreWeave’s Bonds Price In Distress. The Stock Disagrees
A 15% one-day stock drop and bond yields near 16% tell one story. A $104B backlog and a $141 Wall Street target tell another. One is wrong.
10-20 Percent Market Hit Now Expected
October 15, 2026 Bonus Content: Southern Company’s $81B Bet Has a Superconductor Problem It Hasn’t Solved A note from our…
Vistra Got a $4.2 Billion Federal Loan and Then Fell 6.5%. That Gap Is the Trade.
Twenty-year nuclear deals with Meta and AWS, a $4.2 billion DOE loan commitment, and a stock about 30% off its all-time high. The disconnect between the business and the price is striking.
Prologis Reports Q3 With £14B Deal and 5.8GW Power Pipeline
The warehouse REIT is also a key AI-infrastructure landlord, and today’s call will show whether both bets are holding.
Act on Musk’s prediction before November 11
A note from our friends at Brownstone Research(ad) Dear Reader, Elon Musk just made a shocking prediction. He said 99%…
CPI at 0.6% With Brent at $106 Tests Williams
The 2s/10s, the dollar, and equities hinge on whether inflation backs the Fed’s path.
China’s Factory Costs Hit a Four-Year High. Consumers Aren’t Paying for It.
A widening gap between producer and consumer prices is squeezing manufacturers and complicating Beijing’s next policy move.
First drill holes ever on ground worked since the 1890s
October 13, 2026 Bonus Content: The Ocean Floor Has Battery Metals. One Contractor Just Signed the Deal to Prove It.…
Landfill Methane Is Becoming Ship Fuel. Here Is Who Profits.
Rural operators are converting methane into fuel as EU shipping rules price slip.