A note from our friends at The Agora Companies(ad) Thinking about leaving the U.S. if the midterms don’t go your…
1971 Repeats (This Time Digital)
A note from our friends at Decentralized Masters(ad) Dear Reader, On June 18th, an advancement to a potential Digital Dollar…
Valero Has $9.8 Billion in Cash and a $10 Billion Buyback
The stock is down about 10% from its September high. The refining math that drove it there has not changed…
Democrats have won but the risks remain
A note from our friends at Weiss Ratings(ad) Dear Reader, Democrats have won both the House and the Senate. That…
ATS Pulled Guidance. Its Backlog Tells a Different Story.
ATS Corporation (TSX/NYSE: ATS) reported fiscal Q2 2027 results on November 4, 2026 that left little room for comfort on…
Valero’s Refining Margin Tripled. Diesel Crack Still Near $100.
Valero Energy closed at $350.71 on November 10, down 1.7% on the session. The 52-week range runs from $159.90 to…
150 years ago, they built a secret Europe…
A note from our friends at The Agora Companies(ad) Back in the 1860s, settlers from France, Italy, and Germany built…
Washington Can Fix Its Books With Gold. Not Dollars.
A note from our friends at Newmont Capital_MP(ad) There is a monetary shift building that retirement savers will not see…
Skydance Crushed Earnings. Its Stock Dropped 9% Anyway.
A $200 million film headwind and $87 billion in debt told investors everything they needed to know about the quarter…
Circle November 11 on your calendar
A note from our friends at Brownstone Research(ad) Dear Reader, My name is Jeff Brown, founder and CEO of Brownstone…