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$30 Cheaper Oil, Still a Record at the Pump: Why the Diesel Shortage Is Not an Oil Shortage
On Friday the American Automobile Association published a number that had stood as a ceiling for four years: $5.85 for...
$134.5 Million From a Court, $1 Billion Off the Forecast: Lululemon’s Earnings Beat Did Not Come From Customers
On Thursday evening Lululemon reported quarterly earnings of $2.92 a share. Analysts had modelled $1.82. That is a 60 percent...
$230 Million Short, $51 Billion Gone: Broadcom Now Guarantees the Supply — and the Money That Pays for It
Broadcom reported the best quarter in its history after Wednesday’s close: revenue of $29.59 billion, up 86 percent, of which...
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15 INVESTORSWhat the world's best investors are buying & selling right now.
Apple trimmed to 22.6% — AXP now #2 at 20.5%, cash ~$300B
80% in AI puts (PLTR & NVDA) — plus contrarian Pfizer calls
New positions in financials (XLF) and equal-weight S&P (RSP) — trimmed biotech
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Start AI Portfolio Analysis →- Every Engine Is Sold at a Loss: Why the Bill Only Comes Good in Ten Years — and for Some, Never
In the first half of 2026 Safran shipped 1,030 LEAP engines, 41 percent more than a year earlier. By its…
- The Bank Cheque Is Bigger Than the Airline Profit: What Blackstone Actually Bought in Aeroplan
In January 2019, Air Canada bought its own frequent flyer programme back. The cash price was 450 million Canadian dollars.…
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