Boeing Won a $20B Navy Contract. Its Stock Is Down 30% From Its High.
The F/A-XX award makes Boeing the sole builder of both American sixth-generation fighters, but a MAX 10 software problem explains why the market hasn’t priced any of it in.
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…
Grocers Are Engineering a Margin Trap for Name Brands
Private-label products now generate 25–35% higher margins for retailers than national brands, and Kroger, Walmart, and Costco are deliberately widening that gap.
Cal-Maine Lost $1.26 a Share. Your Grocery Bill Is Why.
The largest U.S. egg producer’s worst quarter in years shows where the commodity cycle stands, and what may come next.
What Is an Above-Ground Miner?
October 1, 2026 Bonus Content: The Nikkei Is Up 3.3%. The Yen at 158 Is Why That Gain May Not…
Goldman’s Next CEO Is Already in the Building
Waldron has spent over 25 years at the firm. The business case for owning Goldman does not change when he gets the keys.
Copper Is Near Its Record. Chile May Close That Gap Today.
Escondida’s supervisors finish their strike ballot this morning as Centinela’s workers have already voted 98.73% in favor of a walkout, putting two of Chile’s most important mines in play at once.
Record-High Copper Ignites District-Scale Discovery Below $2
A note from our friends at Resource Stock Digest(ad) As copper breaks records… capital is turning toward early-stage discovery stories…
Job Openings and Consumer Confidence Could Shift October Fed Odds
With the 10-year near a 19-year high, today’s 10am data tests whether Warsh hikes again
Meta, Amazon, Alphabet, and Microsoft Now Have a Tax Problem
Warren’s probe raises a question investors have dodged: how much of the AI capex boom rests on deductions Congress could roll back.