TSMC October Revenue Surged 60%. AI Orders Never Slowed.
A record NT$586.9 billion month challenges the story behind the SOX’s slide from its June 22 peak.
One stock, 1,000,000 satellites
A note from our friends at Behind the Markets(ad) Dear Friend, Quick question. Want the one stock Elon can’t build…
One Number Will Decide a December Rate Hike
Tuesday’s October CPI is the last reading before Dec. 9. Shelter is key.
ANZ Made $7.3 Billion Last Year. Here Is What Changes That.
A 23% profit jump and a dividend ex-date of Nov. 12 show what high rates did for ANZ shareholders, and why 2027 complicates the picture.
Economist who called Black Monday makes strange new prediction
A note from our friends at The Oxford Club(ad) Dear Reader, With stocks hitting record after record… It’s hard to…
The Clean Energy Yieldco That Stopped Paying Yield
XIFR cut its payout entirely. Income investors need to know what that means.
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.