Oil Falls Nine Percent Because Nothing Happened for Two Nights — and That May Decide Wednesday’s Fed Meeting
Oil is down as much as nine percent this Monday morning. There is no new production quota behind it, no […]
Israel Wants Its Missile Makers on Nasdaq — Three Weeks After Europe’s Tank Maker Failed to Go Public
For two years, defense was a demand story. It was about budgets, about order books, about NATO’s 5 percent pledge,
The TAM Trap: The Obesity Drug Market Grew Exactly as Promised — and Novo Nordisk Still Lost Three Quarters of Its Value
In the summer of 2024, Novo Nordisk was the most valuable company in Europe. Two years later, roughly a quarter
The Fed Decides Wednesday on an Inflation Number That Has Already Expired
At 2:00 p.m. New York time on Wednesday, 29 July, the Federal Reserve will publish its interest rate decision, and
Intel Turned the AI Capex That Buried Alphabet and Tesla Into Its Fastest Growth Since 2011
For most of this year, the market had made up its mind about Intel. The company that once defined American
Alphabet and Tesla Just Answered Opposite Questions With the Same Minus Sign
Yesterday BMInsider posed two questions ahead of the earnings double-header, and they were deliberately opposite in shape. To Alphabet: can
Two Giants, One Night: Alphabet and Tesla Pose the AI Trade Two Opposite Questions
This evening, minutes after the closing bell on Wall Street, two of the most argued-over companies of the year step
The Rearmament Supercycle on Trial: Why Europe’s Best Stock Halved — and What It Means for Investors
In September 2025, Germany’s Rheinmetall was the stock all of Europe was talking about: from roughly €100 in early 2022
Ryanair Loses a Third of Its Profit — and Warns Europe’s Airlines of a Difficult Winter
A Third of the Profit Is Gone — and That Is the Good News Ryanair reported fiscal first-quarter results on
Japan Is Losing Its Currency War: $73 Billion Spent, Yen at a 40-Year Low
Japan spent $73.6 billion this spring defending its own currency — the largest intervention campaign in the country’s history. It