October 14, 2026 BMBL’s options now price deal risk, not business risk, and the structure leaves little...
September’s 36.3% jump put the surplus on pace for $1T-plus, but how much demand vanishes when the...
October 14, 2026 Bonus Content: BioNTech’s BNT113 Missed PFS. The Options Move Is Over. A note from...
A blowout Q3, guidance raised again, and demand seen through 2028.
October 13, 2026 Bonus Content: Spinning Steel Beats Lithium When the Grid Flinches A note from our...
Supercritical CO2 turbines are reaching commercialization. The bottleneck isn't the turbine.
October 13, 2026 One remark from Singapore hit a market with no marginal buyer, and CXMT offered...
October 13, 2026 Bonus Content: LVMH Reports Monday. China’s Golden Week Signal Weakens A note from our...
The 100% drug tariff is live. J&J's U.S. manufacturing bet is why this quarter matters beyond the...
October 13, 2026 Bonus Content: Brent at $103: Trump’s Ceasefire Math Only Works if the Fed Blinks...