July 17, 2026 Kroger Just Bought Giant Eagle. The Grocery War Is Accelerating. A $1.65 billion deal launched this morning.…
Category: Newsletters
Shopify Is Down ~30% and Growing 34%
July 17, 2026 Shopify Is Down ~30% and Growing 34% Sponsored First a note from The Oxford Club Dear Reader,…
SpaceX Just Fell Back to Its IPO Price. The Real Trade Starts Now.
July 16, 2026 SpaceX Just Fell Back to Its IPO Price. The Real Trade Starts Now. SPCX hit a post-IPO…
GE Aerospace Beat Again. The Stock Fell Anyway.
July 16, 2026 GE Aerospace Beat Again. The Stock Fell Anyway. A $210 billion backlog and raised guidance hit a…
They Laughed at Him When He Called Gold to $5000… Will They Laugh at This?
July 16, 2026 TSMC Just Reported the Best Quarter in Its History — Then the Stock Dropped 4% A 77%…
He Called Every Gold Bull for 20 Years… Now He Says to Make This Move
July 16, 2026 TSMC Just Reported the Best Quarter in Its History — Then the Stock Dropped 4% A 77%…
TSMC Just Reported the Best Quarter in Its History — Then the Stock Dropped 4%
July 16, 2026 TSMC Just Reported the Best Quarter in Its History — Then the Stock Dropped 4% A 77%…
TSMC Just Reported the Best Quarter in Its History — Then the Stock Dropped 4%
July 16, 2026 TSMC Just Reported the Best Quarter in Its History — Then the Stock Dropped 4% A 77%…
Stripe Just Bid $53 Billion for PayPal. The Real Story Is What It Means for Fintech Infrastructure.
July 16, 2026 Stripe Just Bid $53 Billion for PayPal. The Real Story Is What It Means for Fintech Infrastructure.…
The Lithium Gold Rush Just Minted a $1B Unicorn
July 16, 2026 The Lithium Gold Rush Just Minted a $1B Unicorn Sponsored The Lithium Gold Rush Just Minted a…