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  • Economy

SpaceX Got $40 Billion for Nvidia Chips. The AI Credit Cycle Just Told You Who It Trusts.

Bull Bear Daily October 26, 2026
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DO YOU LIVE HERE?

Bull Bear Daily October 26, 2026
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Health Insurers Face a Second Premium Shock. UNH Still Makes Sense.

Bull Bear Daily October 25, 2026
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  • Newsletters

Samsung’s Record Memory Profits Hide a $73 Billion Question

Bull Bear Daily October 25, 2026
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CrashGPT coming on Dec. 18 …

Bull Bear Daily October 25, 2026
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  • SpaceX Got $40 Billion for Nvidia Chips. The AI Credit Cycle Just Told You Who It Trusts. db18f864-b063-4b9d-94bd-65a6c3bd318c
    • Economy

    SpaceX Got $40 Billion for Nvidia Chips. The AI Credit Cycle Just Told You Who It Trusts.

    October 26, 2026
  • DO YOU LIVE HERE? 1d2f2708-c9a6-4e59-b0b0-a44aa19eb5ec
    • Newsletters

    DO YOU LIVE HERE?

    October 26, 2026
  • Health Insurers Face a Second Premium Shock. UNH Still Makes Sense. a517286f-223a-4348-a41f-5961eec27f6b
    • Politics

    Health Insurers Face a Second Premium Shock. UNH Still Makes Sense.

    October 25, 2026
  • Samsung’s Record Memory Profits Hide a $73 Billion Question b4b282bb-4523-418f-84d4-fb5b605d63bf
    • Newsletters

    Samsung’s Record Memory Profits Hide a $73 Billion Question

    October 25, 2026
  • AI Infrastructure, Defense Tech, and the Magnificent Seven Reloaded – What Traders Need to Know Right Now 195aeaf8-9686-458b-abef-1dbd1147a586
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    AI Infrastructure, Defense Tech, and the Magnificent Seven Reloaded – What Traders Need to Know Right Now

    May 28, 2026
  • Energy Transition Stocks Are Surging — Here’s What the Smart Money Is Watching Right Now d0b8a28e-0a15-4449-86ec-9cb2033c33f7
    • Economy

    Energy Transition Stocks Are Surging — Here’s What the Smart Money Is Watching Right Now

    May 28, 2026
  • TLT and the Rate Hike Trade: What the Bond Market’s Options Flood Is Telling You 3b2dbe38-2dd3-468d-8232-8e3e551300dc
    • Economy

    TLT and the Rate Hike Trade: What the Bond Market’s Options Flood Is Telling You

    May 28, 2026
  • New Fed Chair, Rising Rate Hike Odds, and a Market That’s Still Near All-Time Highs — Something Has to Give 23c3e628-9b66-49e4-85b8-0c1075444546
    • Politics

    New Fed Chair, Rising Rate Hike Odds, and a Market That’s Still Near All-Time Highs — Something Has to Give

    May 28, 2026
  • SpaceX Got $40 Billion for Nvidia Chips. The AI Credit Cycle Just Told You Who It Trusts. db18f864-b063-4b9d-94bd-65a6c3bd318c
    • Economy

    SpaceX Got $40 Billion for Nvidia Chips. The AI Credit Cycle Just Told You Who It Trusts.

    October 26, 2026
  • DO YOU LIVE HERE? 1d2f2708-c9a6-4e59-b0b0-a44aa19eb5ec
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    DO YOU LIVE HERE?

    October 26, 2026
  • Health Insurers Face a Second Premium Shock. UNH Still Makes Sense. a517286f-223a-4348-a41f-5961eec27f6b
    • Politics

    Health Insurers Face a Second Premium Shock. UNH Still Makes Sense.

    October 25, 2026
  • Samsung’s Record Memory Profits Hide a $73 Billion Question b4b282bb-4523-418f-84d4-fb5b605d63bf
    • Newsletters

    Samsung’s Record Memory Profits Hide a $73 Billion Question

    October 25, 2026
SpaceX Got $40 Billion for Nvidia Chips. The AI Credit Cycle Just Told You Who It Trusts. db18f864-b063-4b9d-94bd-65a6c3bd318c
  • Economy

SpaceX Got $40 Billion for Nvidia Chips. The AI Credit Cycle Just Told You Who It Trusts.

Bull Bear Daily October 26, 2026
Musk’s lending warning matters more than the deal size: the financing window for AI-only infrastructure is closing...
Read More Read more about SpaceX Got $40 Billion for Nvidia Chips. The AI Credit Cycle Just Told You Who It Trusts.
DO YOU LIVE HERE? 1d2f2708-c9a6-4e59-b0b0-a44aa19eb5ec
  • Newsletters

DO YOU LIVE HERE?

Bull Bear Daily October 26, 2026
A note from our friends at Paradigm Press(ad) Below is an important message from one of our...
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Health Insurers Face a Second Premium Shock. UNH Still Makes Sense. a517286f-223a-4348-a41f-5961eec27f6b
  • Politics

Health Insurers Face a Second Premium Shock. UNH Still Makes Sense.

Bull Bear Daily October 25, 2026
With ACA open enrollment starting Sunday and 2027 premiums rising another 15%, the managed care sector's pain...
Read More Read more about Health Insurers Face a Second Premium Shock. UNH Still Makes Sense.
Samsung’s Record Memory Profits Hide a $73 Billion Question b4b282bb-4523-418f-84d4-fb5b605d63bf
  • Newsletters

Samsung’s Record Memory Profits Hide a $73 Billion Question

Bull Bear Daily October 25, 2026
The number that arrives Thursday is not the debate. Samsung’s ₩107.4 trillion Q3 operating profit, a 782.5%...
Read More Read more about Samsung’s Record Memory Profits Hide a $73 Billion Question
CrashGPT coming on Dec. 18 … 0be9ce39-bd54-4b05-a64a-43712e2cc07f
  • Newsletters

CrashGPT coming on Dec. 18 …

Bull Bear Daily October 25, 2026
October 25, 2026 Bonus Content: Blue Owl’s 39% Withdrawal Rate in Its Tech Fund Is the Number...
Read More Read more about CrashGPT coming on Dec. 18 …
UPS Is Paying $5.4 Billion in Dividends With Little Cushion c3b80d18-21fe-4c79-95fb-a8cda7313547
  • Top News

UPS Is Paying $5.4 Billion in Dividends With Little Cushion

Bull Bear Daily October 25, 2026
Tuesday’s earnings will test a 6%-plus yield as diesel tops $6 and volume stays soft.
Read More Read more about UPS Is Paying $5.4 Billion in Dividends With Little Cushion
Constellation’s Running Reactors Are Worth More Than Any SMR Promise 4b138372-5d24-47d4-be65-fc159256c0c0
  • Economy

Constellation’s Running Reactors Are Worth More Than Any SMR Promise

Bull Bear Daily October 24, 2026
Google's 20-year uprate deal shows the scarce asset is a plant already on the grid.
Read More Read more about Constellation’s Running Reactors Are Worth More Than Any SMR Promise
Moderna’s Cancer Vaccine Is Either Practice-Changing or Disappointing. The Same Number Drives Both Arguments. 8f1bbeb8-9382-4b18-ac2a-cbc56a5266dd
  • Newsletters

Moderna’s Cancer Vaccine Is Either Practice-Changing or Disappointing. The Same Number Drives Both Arguments.

Bull Bear Daily October 24, 2026
On Thursday morning, an oncology news website breached ESMO’s embargo and circulated screenshots of the INTerpath-001 results....
Read More Read more about Moderna’s Cancer Vaccine Is Either Practice-Changing or Disappointing. The Same Number Drives Both Arguments.
Senior Housing Occupancy Nears 90%. Welltower Reports Monday. 93b6cd8d-657f-4636-823e-45bf4eaf7f02
  • Politics

Senior Housing Occupancy Nears 90%. Welltower Reports Monday.

Bull Bear Daily October 24, 2026
The oldest baby boomers turn 80 in 2026, and new supply is near record lows. Q3 results...
Read More Read more about Senior Housing Occupancy Nears 90%. Welltower Reports Monday.
Spotify Hit 306 Million Subscribers. Still Worth Buying? c384eb0e-13a6-438d-98b7-05f29929b3cd
  • Politics

Spotify Hit 306 Million Subscribers. Still Worth Buying?

Bull Bear Daily October 23, 2026
The numbers keep improving. How much is priced in near a 10-month high?
Read More Read more about Spotify Hit 306 Million Subscribers. Still Worth Buying?

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Recent Posts

  • SpaceX Got $40 Billion for Nvidia Chips. The AI Credit Cycle Just Told You Who It Trusts.
  • DO YOU LIVE HERE?
  • Health Insurers Face a Second Premium Shock. UNH Still Makes Sense.
  • Samsung’s Record Memory Profits Hide a $73 Billion Question
  • CrashGPT coming on Dec. 18 …
  • UPS Is Paying $5.4 Billion in Dividends With Little Cushion
  • Constellation’s Running Reactors Are Worth More Than Any SMR Promise

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  • Politics

Health Insurers Face a Second Premium Shock. UNH Still Makes Sense.

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Samsung’s Record Memory Profits Hide a $73 Billion Question

Bull Bear Daily October 25, 2026
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