Anthropic Is About to Go Public With a $900 Billion Tab
Revenue is surging. The compute bill underneath it is country-sized.
Gold Breaks Below $4,000. Bayer’s Stroke Drug Has Nothing to Do With It.
Bayer’s FDA approval of Sunharbo (asundexian) on November 9 was a genuine milestone in cardiovascular...
Democrats have won but the risks remain
A note from our friends at Weiss Ratings(ad) Dear Reader, Democrats have won both the...
Bayer’s Stroke Drug Approval Is Real. So Is the Gap It Has to Fill.
Sunharbo is first in a new class of blood thinners, but replacing Xarelto and absorbing litigation costs will take years.
The AI retirement mistake I don’t want you to make
A note from our friends at The Oxford Club(ad) Dear Reader, Mitt Romney reportedly turned...
Lyft Trades at 1x Revenue. The Acquirer Math Is Compelling.
With a roughly $6.3 billion market cap, 31.6 million active riders, and six AV partners tied to the platform, Lyft…
Strathcona Pays a 39% Premium for Oil Sands Barrels as WTI Falls
When oil sits near $91 and falling, paying a 39% cash premium for barrels in...
Gold Just Sat There For 5,000 Years
A note from our friends at Decentralized Masters(ad) Dear Reader, Physical gold has NEVER paid...
Siemens Energy Targets Triple Earnings by 2030. The Separation Makes It Cleaner.
A record €164bn backlog, ~€10bn of free cash flow guided for 2027, and a separation that sharpens the core business,…
Washington’s Gold Is Worth a Trillion.
A note from our friends at Newmont Capital_MP(ad) There is a monetary shift building that...