London Stock Exchange just joined this crypto
A note from our friends at Crypto 101(ad) Dear Investor, Here’s a list worth reading slowly. a16z crypto. The London…
Booking Holdings Reports After the Close. Travel’s Asset-Light Test
Airlines paid for fuel and hotels took the occupancy hit. Booking owned neither.
GE Vernova’s $197 Billion Backlog Makes a $9 Billion Deal Look Manageable
Orders jumped 96% in Q3, guidance rose, and Trench targets a key grid bottleneck.
Marc Chaikin’s #1 AI Stock for 2027
A note from our friends at MarketWise(ad) Editor’s Note: You may recognize Marc Chaikin’s name from his appearances on CNBC,…
Ferrari Reports Tuesday. Europe’s Luxury Autos Just Collapsed.
With Volkswagen posting a €5.8 billion quarterly loss and Mercedes cutting its margin outlook to 2–3%, Ferrari’s Q3 results on November 3 will show whether its order book puts it in a different business.
Oil Hits a Six-Month High. The Iran Strike Timing Matters.
U.S. allies are bracing for possible post-election action on Iran. Brent near $118 has airlines under pressure, and energy is the clearest trade in the market right now.
I’ve been waiting DECADES for this…
A note from our friends at The Oxford Club(ad) Editor’s Note: Over the past 20 years, Matt McCall has written…
Bitcoin Fell to $77K. The ETF Outflow Tells You Why.
A single session drained $643 million from US spot bitcoin funds, reversing four days of inflows as crypto sold off with Nasdaq tech.
The S&P 500 Rose as Alphabet Collapsed. That Is the Story.
Four sessions of tech selling and bond buying suggest a real rotation, not month-end noise.
Nasdaq Beats Are Being Punished. Most of the S&P 500 Is Rising.
Four sessions of tech selling look less like an AI verdict and more like month-end positioning ahead of Tuesday’s midterms.