Corporate IT budgets get squeezed every cycle. Zero trust does not. The distinction matters for traders sizing positions in cybersecurity…
Category: Newsletters
100% Drug Tariffs Hit the Rest of Pharma at Midnight Tuesday
Tuesday’s 12:01 a.m. ET deadline is not a continuation of July’s tariff story. It is a separate event, aimed at…
Trading Legend Correctly Tells Public Not to Buy SPCX
A note from our friends at Banyan Hill Publishing(ad) Dear Reader, In the days leading up to June 12, one…
The Greatest Stock Story Ever?
A note from our friends at The Oxford Club(ad) Dear Reader, I had to share this with you today. It’s…
Do this before November 3
A note from our friends at Brownstone Research(ad) Do this before November 3 For the last 78 years, one thing…
Rise of the… Petroyuan?
A note from our friends at Golden Portfolio(ad) I’ve spent my career studying gold cycles – and what just happened…
The Steel Box Gatekeeping Trillions in Grid Spending
September 26, 2026 Switchgear lead times now exceed 60 weeks, transformer waits stretch to four years The conversation about the…
Staples Giants Squeeze Profits as Shoppers Feel Broke
September 26, 2026 Volume is stalling, sentiment is near a cycle low, and P&G margins still hold near 50%. The…
Unsexy Trade System: 838/879 Winners
September 26, 2026 Bonus Content: Iran’s Hormuz Offer Hits Brent at $104. Here’s Which Stocks Move First. A note from…
Whitney Tilson: “A New Kind of Civil War Begins in Less Than 100 Days”
September 26, 2026 Bonus Content: Gaming REITs Are Yielding Near 8%. Institutions Are Taking Note. A note from our friends…