With Q3 results due Tuesday and Brent swinging $23 in three sessions, the case hinges on one capital-allocation decision.
NEP’s Big Yield Is a Ghost. What Income Investors Buy Now
XPLR Infrastructure suspended distributions in January 2025. The yields on screens are not real cash flows.
TSMC’s October Sales Could End the Chip Selloff Argument
With the SOX down about 35% from its June peak on policy fears, Tuesday’s shipment data from the world’s dominant…
Iran Peace Talks Are Moving Oil More Than the War Did
Brent’s post-election slide is about diplomacy odds, not supply.
One Jobs Report Wiped Out the Dollar’s Post-Election Slide
The payrolls beat sent USD/JPY back to 158.53, near levels that drew U.S.-Japan action in July.
Walleye Just Fired Its Stock Pickers. Who Gets Hurt Next.
After a $17bn fund dismantles its equity team, the real question is which crowded names still need to be sold.
59k or 100k? What the Payrolls Number Does to Rates
October jobs hit at 8:30 ET into a bond market that cut December hike odds to about 69%.
Commerzbank Posted a 45% Profit Jump. Here’s What It Means
European bank dividends and buybacks are delivering returns many U.S. investors have missed.
Toyota Keeps Being Right About Hybrids. The Stock Doesn’t Care.
With 9.7 million vehicles targeted and hybrids at 15.9%, the market still prices Toyota like a commodity automaker.
Figma’s IPO Made It a $68B Company. Now It’s $11B.
With Q3 earnings due tonight and Anthropic preparing to list near $2T, Figma’s collapse from debut-day euphoria is a lesson…