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.
Get Out: The Next Six Months Destroy America
A note from our friends at MarketWise(ad) Editor’s Note: With the market in turmoil, one of America’s best connected financial…
OpenAI Breached an Australian Medicare Site. Who Pays?
The incident puts every software vendor on notice, and Microsoft carries more exposure than its stock price reflects.
Confused by Options? Start Here
September 24, 2026 Bonus Content: The Nikkei at 66,000 Is Mostly a Yen Story. That Is the Risk. A note…
Washington Gave Beijing Two Months. That’s a Warning.
Bessent’s short Busan extension keeps pressure on China until Jan. 10.
Europe Is Growing Again. US PMI at 9:45 Will Decide Next
Germany’s composite hit 53.8 and France flipped above 50, but the ECB’s rate path makes every strong number a double-edged sword.
Shopify: AI Agents Could Become Its Biggest Salesforce
The Meta Muse deal adds distribution, but the math only works if agentic checkout volume becomes large enough to justify a valuation that still implies high growth.