China Factory Profits Hit 2026 Low. Wednesday’s PMI Is Next.
August industrial profits rose 4.2%, the slowest pace of the year, with official surveys due Wednesday and mainland markets shutting for Golden Week.
The Cushion Is Thinner Than It’s Been Since 1982
September 27, 2026 Bonus Content: One Cloud Goes Down. Every Bank Follows. Regulators Are Done Waiting. A note from our…
Amazon Cuts Fulfillment Fees to Target Shopify Merchants
Amazon’s new fulfillment discounts and Prime delivery expansion pressure Shopify. Here is what long-term holders should watch.
MGM Resorts Could Buy Back 27% of Itself. The Price Has to Be Right.
A potential bid for People Incorporated would function as a massive share repurchase wrapped inside a media acquisition, and the math is what matters.
What is “The Final Phase of Elon’s Master Plan”?
A note from our friends at Brownstone Research(ad) Editor’s Note: What is the final phase of Elon Musk’s master plan…
Prologis Is Converting Warehouses Into Data Centers
A 5.8-gigawatt power pipeline is turning a logistics REIT into AI infrastructure
China’s chokehold ends here (Elon’s next target?)
A note from our friends at The Oxford Club(ad) Dear Reader, Elon Musk can build rockets. Satellites. Factories the size…
Qualcomm Is Worth More Than the Market Thinks
Apple will keep paying royalties even as it builds its own modems. That distinction, combined with a new Snapdragon platform, is not yet priced in.
Nu Holdings Gets a Goldman Upgrade. Can Brazilian Banking Work in America?
Goldman’s $23 target assumes cheap U.S. deposits. The economics are harder than the stock price suggests.
Alphabet, Amazon, and Meta Are Spending Buybacks on Data Centers
When big index holdings lose spare cash, buybacks and dividends are at risk.