104 Billion in the Order Book, a 50 Percent Chance of Default — Both Numbers Describe the Same Company
Within 24 hours, two companies reported quarters that did not exist in this form three years ago. CoreWeave posted revenue […]
2.5 Versus 3.4 Percent: The Gap Between Core Inflation and the Headline Is One Barrel of Oil
At 8:30 a.m. Eastern time the Bureau of Labor Statistics released July consumer prices, and the two numbers that matter
One Dollar In, Five Dollars of Market Value: What Passive Investing Actually Does to Prices
On the evening of August 12, 2026, a committee published a list shortly after 11 p.m. Central European time. It
$6.9 Million in Revenue Buys $200 Million: Archer Pays Boeing With 19.75 Percent of Itself
On Monday a company that booked $6.9 million of revenue over the past twelve months announced it was buying a
Sixty Days Free, Then $5.81 a Barrel — The Price at Which the Strait of Hormuz Reopens
Oil fell more than seven percent last week, and the reason was good news: the Strait of Hormuz, shut since
From Four Years to Six, From Fifteen to Twenty-Five: How One Line in the Notes Manufactures Billions in Profit
In the second quarter of 2026, Meta grew revenue 28 percent to $60.8 billion. Net income fell 14 percent. Nothing
Sold at $63,957, Bought at $75,419: Why Strategy Has to Give Up Its Bitcoin
On 3 August 2026, Strategy Inc. filed a Form 8-K with the Securities and Exchange Commission that looks, at a
America Lost 23,000 Jobs in July — and the Unemployment Rate Fell Anyway
At 8:30 a.m. Eastern time the Bureau of Labor Statistics released the July employment report, and it contained two numbers
911 Million Shares Against a 639 Million Float — Why the Biggest Supply Event in Market History Lands Small
Today, August 6, 2026, the first lockup on SpaceX shares expires. On paper, roughly 911.5 million shares held by employees,
Volume Up 60 Percent, Prices Down 13: What Eli Lilly’s 48 Percent Quarter Really Shows
Eli Lilly reported second-quarter results before the US open on Wednesday, and at first glance they read as a continuation