Record profit, a raised outlook, and a completed buyback put Allianz in focus for investors tired of chasing AI valuations.
What worked in the 1970s could save your retirement
A note from our friends at Priority Gold_SS(ad) One Asset Gained 2,300%The Last Time This Setup HappenedHere’s What It Was…
The Yen Is One Pip From 160. Tokyo Has Acted Here Twice This Year.
USD/JPY touched 159.94 overnight, its highest since September 2, after Tuesday’s October CPI reading shattered expectations and reignited a December…
Nvidia Has No Successor. That Is the Real Crisis.
The scandal consuming Jensen Huang is not primarily a reputational story. It is a structural one. Nvidia has no obvious…
19,000% last time
A note from our friends at Porter & Co(ad) Hindsight is 20/20. And in hindsight, these sorts of inflection points…
The Second Digital Asset Market
A note from our friends at Decentralized Masters(ad) Dear Reader, If you have $50K or more in digital assets, do…
Anthropic Priced for Next Thursday. Its Biggest Backer May Not Have a CEO by Then.
Fund managers are being asked to commit to Anthropic at up to $78 a share while Nvidia's governance crisis plays…
Midterms Have You Googling “Can I Move Abroad”?
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…