The REIT sector entered October 2026 in a position few predicted twelve months ago. The FTSE Nareit All Equity REITs…
Defense Stocks Have a $292 Billion Problem if Ukraine Makes Peace
A localized ceasefire took effect in Oleshky on October 27. Both Russia and Ukraine agreed to a temporary ceasefire beginning…
What Five Federal Agencies Just Proposed
A note from our friends at Decentralized Masters(ad) Dear Reader, You lock your doors. You shred your mail. You watch…
[Oct. 24] Elon’s $28.5 trillion filing
A note from our friends at Behind the Markets(ad) Dear Friend, On January 30th, Elon sent the federal government a…
Did you grab your copy yet?
October 25, 2026 Bonus Content: Samsung’s $80 Billion Quarter Gets Details Thursday A note from our friends at Profits Run(ad)…
Why overnight news headlines won’t ruin your morning
October 25, 2026 Bonus Content: Diesel at $6.28 a Gallon. Refiners Are Where the Money Is. A note from our…
UPS Is Paying $5.4 Billion in Dividends With Little Cushion
Tuesday’s earnings will test a 6%-plus yield as diesel tops $6 and volume stays soft.
The Cloud Revenue Growth Rate Is the Only Thing That Can Justify $730 Billion
Microsoft and Alphabet report Oct. 28, Amazon and Intel Oct. 29. Investment committees need one number from each of them.
Tower REITs Ripped Higher. Now Verizon Reports Monday.
The market did not wait for a signed contract. When Bloomberg reported Thursday evening that SpaceX is negotiating access to…
Three Midcap Stocks the M&A Market Is Pricing Now
Three midcap names are drawing serious acquisition scrutiny simultaneously, and each tells a different story about what strategic buyers are…
