Pharma’s Medicaid Revenue Is Smaller Than You Think
Before assuming the GENEROUS MFN rollout impairs pharma dividends, check how much revenue actually runs through Medicaid.
Wall Street owns 88%. You don’t know the name.
A note from our friends at The Oxford Club(ad) Dear Reader, Wall Street may have...
Diesel Margins Near $85 Over Brent. Why Refiners Can Win While Crude Falls.
Crude fell for a third consecutive session Friday. Brent settled near $103.87 after Saudi Arabia...
California Gives AI Companies Two Months Before a Shutoff Mandate Becomes Real
Newsom's executive order starts a 60-day clock on kill-switch recommendations that could pressure frontier AI labs to build emergency off-switches.
Here’s Why Trump Won’t End The Iran War
A note from our friends at Banyan Hill Publishing(ad) Dear Reader, They declared a ceasefire!...
Micron Reports in 11 Days. The Stock Is Down 19% From Its High.
Options are pricing about an 11% move. Here is what the numbers require and how traders should frame risk.
Same Sector. One Up 7%, One Down 6%.
September 19, 2026 SOXX closed green on Friday and hid everything that actually mattered. The...
Palo Alto Beat Estimates. Now It Has to Justify the Price.
Revenue jumped 34% in fiscal Q4 and Q1 guidance topped expectations. The debate is whether valuation leaves any margin for…
Why Safe Traders Never Skip This
A note from our friends at Profits Run(ad) Before you place another trade… …make sure...
KB Home Reports Next Week. 6.95% Mortgages Set the Tone.
With completions down 27% and pending sales 30% below pre-pandemic norms, the question is no longer whether housing has bottomed,…