Buffett’s final bet
A note from our friends at MarketWise(ad) Editor’s Note: For nearly two decades, Whitney Tilson...
2026
Amazon’s Prime Badge Is Now a Weapon for Any Storefront
Opening its logistics to rival sites while locking Meta’s Muse out shows what Amazon is really competing for.
Strange market phenomena coming Nov. 3
September 26, 2026 Bonus Content: Defense Backlogs Hit $1.36 Trillion. The Bottleneck Is the Story....
The Steel Box Gatekeeping Trillions in Grid Spending
Switchgear lead times now exceed 60 weeks, transformer waits stretch to four years, and the suppliers controlling that queue are…
A $526M IOU, a Denial, and a Monday Earnings Call
September 26, 2026 Jefferies says Glencore is on the hook. Glencore says the invoices were...
This Is By Far My #1 Income Play
September 26, 2026 Bonus Content: China’s Gold Jewelry Demand Is Breaking Down. What It Means....
He Called Nvidia at 11 Cents. Apple at 20 Cents. Now He Says THIS Is His Most Important Call Ever.
September 26, 2026 Bonus Content: The Treasury Market Is Being Rewired. Gold May Be the...
Meta Near $2 Trillion Has a Security Problem Traders Cannot Ignore
Muse security flaw and spending math pulled Meta down 3.4% Friday, and $750 is the level that matters now.
Microsoft Is the Last Hyperscaler Standing on Free Cash Flow
With $1.3 trillion in capex coming by 2027, only one of six big spenders is forecast to stay cash-flow positive.
Capital Is Leaving Consumer Stocks
September 25, 2026 Quarter-end rebalancing is already happening. The question is where the money goes...