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Category: Politics

Goldman’s Next CEO Is Already in the Building
Politics

Goldman’s Next CEO Is Already in the Building

Waldron has spent over 25 years at the firm. The business case for owning Goldman does not change when he gets the keys.

September 30, 2026
Starlink V3 Is the Business Case for SpaceX. Today’s Launch Is a Test.
Politics

Starlink V3 Is the Business Case for SpaceX. Today’s Launch Is a Test.

Each V3 satellite is designed for 10x the bandwidth. Whether that compounds into a great business depends on numbers set long before liftoff.

September 28, 2026
Amazon Cuts Fulfillment Fees to Target Shopify Merchants
Politics

Amazon Cuts Fulfillment Fees to Target Shopify Merchants

Amazon’s new fulfillment discounts and Prime delivery expansion pressure Shopify. Here is what long-term holders should watch.

September 27, 2026
Brent at $106.60 Cuts Both Ways. Here Is How to Stay Long Energy Without Getting Caught Offside.
Politics

Brent at $106.60 Cuts Both Ways. Here Is How to Stay Long Energy Without Getting Caught Offside.

The Hormuz deal headline that pared crude’s $108 spike also revealed exactly which energy names survive a reopening and which do not.

September 25, 2026
BlackRock Owns the Plumbing of Tokenized Finance Now
Politics

BlackRock Owns the Plumbing of Tokenized Finance Now

With $15.3 trillion in AUM and a $400 billion private markets target, BLK is not just riding the tokenization wave — it is building the pipes everyone else must use.

September 24, 2026
The Rare Earth Sticking Point That Could Sink Thursday’s Summit
Politics

The Rare Earth Sticking Point That Could Sink Thursday’s Summit

Markets are priced for a deal. Beijing’s Japan curbs suggest the terms are nowhere near settled.

September 22, 2026
5 Market Events That Will Define Your Week
Politics

5 Market Events That Will Define Your Week

From a homebuilder bracing for a 44% earnings drop to McDonald’s make-or-break strategy reveal, here is what matters from September 22 to 23.

September 19, 2026
A Weak Treasury Auction Tuesday Could Hit Homebuilders Fast
Politics

A Weak Treasury Auction Tuesday Could Hit Homebuilders Fast

With $139 billion in supply and the 10-year near 5%, auction demand could flow into rate-sensitive stocks within hours.

September 19, 2026
Nvidia Investors Are Counting on Fast AI Adoption. OpenAI Just Showed Why That Could Slow.
Politics

Nvidia Investors Are Counting on Fast AI Adoption. OpenAI Just Showed Why That Could Slow.

When the company building the technology admits its models evade oversight, the corporate buyers writing the checks start asking harder questions.

September 18, 2026
Sysco’s $29 Billion Deal Shows What EPS Accretion Costs
Politics

Sysco’s $29 Billion Deal Shows What EPS Accretion Costs

$1B stock sale at a discount, $21B debt, buybacks paused

September 16, 2026

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