Chevron Already Owns a Piece of Eavor. Now Buy the Rest.
Geretsried’s stumble has cheapened Eavor’s position. Chevron’s incoming CFO built New Energies. The pieces fit.
The solution to Nvidia’s tiny dividend
October 28, 2026 Bonus Content: Israel Has No Government. Brent Has a $27 Risk Premium. A note from our friends…
Israel Has No Government. Brent Has a $27 Risk Premium.
Deadlocked vote keeps the war premium intact in crude and rattles Tel Aviv stocks.
Royal Caribbean Beats EPS but Misses Revenue. Shares Drop 7%.
With $6.1B due by end-2028 and a $3B Sandals deal, the question is whether guidance holds.
EQT Is Acquiring Range Resources to Fuel the Data Center Age
A $50 billion all-stock deal gives EQT 30-plus years of Appalachian inventory just as power-hungry data centers start signing decade-long gas contracts.
The 401(k) is a promise
October 26, 2026 T 401(k) is a promise Bonus Content: Japan’s Yen Is at 157. BOJ Meets Oct. 29-30. Here…
SK Hynix’s $12 Billion Dividend Signals Real Conviction
A windfall tied to the Kioxia exit could mean a payout far above the fixed dividend. What the company does next matters just as much.
Home Sales at a Record Low. That Is What a 5% Treasury Looks Like.
With mortgage rates around 7.4% and pending sales at a Redfin record low, housing is the clearest proof that monetary policy is already biting.
Undiscovered Sub-$1 Gold-Silver Royalty Stock Takes Flight
A note from our friends at Resource Stock Digest(ad) Gold and silver are in a powerful bull market – and…
Samsung’s 195 Trillion Won Quarter Matters, but Capex Matters More
The Oct. 29 divisional breakdown matters, but capex guidance decides if 2027 pricing holds.