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Starlink V3 Is the Business Case for SpaceX. Today’s Launch Is a Test.

Bull Bear Daily September 28, 2026
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America’s Emergency Oil Reserve Is 40% Full

Bull Bear Daily September 28, 2026
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Microsoft’s $115.9B AI Spend Finally Has a Product

Bull Bear Daily September 27, 2026
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  • Newsletters

Kalshi Loses Again. The Supreme Court Is Next.

Bull Bear Daily September 27, 2026
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Anthropic Wants to Own Its Cost Base. Apollo May Be Its Landlord.

Bull Bear Daily September 27, 2026
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  • Starlink V3 Is the Business Case for SpaceX. Today’s Launch Is a Test. 87d3d7a8-03d8-4170-b4e1-4da8f8c7b1a3
    • Economy

    Starlink V3 Is the Business Case for SpaceX. Today’s Launch Is a Test.

    September 28, 2026
  • America’s Emergency Oil Reserve Is 40% Full 0d4b51e9-3106-4347-a757-5f8de9aa4696
    • Newsletters

    America’s Emergency Oil Reserve Is 40% Full

    September 28, 2026
  • Microsoft’s $115.9B AI Spend Finally Has a Product 2e2ed3d5-37e8-4788-8558-e1544ef84d12
    • Politics

    Microsoft’s $115.9B AI Spend Finally Has a Product

    September 27, 2026
  • Kalshi Loses Again. The Supreme Court Is Next. 8cfa0248-ecdd-42e3-8844-2d6d67e10898
    • Newsletters

    Kalshi Loses Again. The Supreme Court Is Next.

    September 27, 2026
  • AI Infrastructure, Defense Tech, and the Magnificent Seven Reloaded – What Traders Need to Know Right Now 195aeaf8-9686-458b-abef-1dbd1147a586
    • Uncategorized

    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
  • Starlink V3 Is the Business Case for SpaceX. Today’s Launch Is a Test. 87d3d7a8-03d8-4170-b4e1-4da8f8c7b1a3
    • Economy

    Starlink V3 Is the Business Case for SpaceX. Today’s Launch Is a Test.

    September 28, 2026
  • America’s Emergency Oil Reserve Is 40% Full 0d4b51e9-3106-4347-a757-5f8de9aa4696
    • Newsletters

    America’s Emergency Oil Reserve Is 40% Full

    September 28, 2026
  • Microsoft’s $115.9B AI Spend Finally Has a Product 2e2ed3d5-37e8-4788-8558-e1544ef84d12
    • Politics

    Microsoft’s $115.9B AI Spend Finally Has a Product

    September 27, 2026
  • Kalshi Loses Again. The Supreme Court Is Next. 8cfa0248-ecdd-42e3-8844-2d6d67e10898
    • Newsletters

    Kalshi Loses Again. The Supreme Court Is Next.

    September 27, 2026
Starlink V3 Is the Business Case for SpaceX. Today’s Launch Is a Test. 87d3d7a8-03d8-4170-b4e1-4da8f8c7b1a3
  • Economy

Starlink V3 Is the Business Case for SpaceX. Today’s Launch Is a Test.

Bull Bear Daily September 28, 2026
Each V3 satellite is designed for 10x the bandwidth. Whether that compounds into a great business depends...
Read More Read more about Starlink V3 Is the Business Case for SpaceX. Today’s Launch Is a Test.
America’s Emergency Oil Reserve Is 40% Full 0d4b51e9-3106-4347-a757-5f8de9aa4696
  • Newsletters

America’s Emergency Oil Reserve Is 40% Full

Bull Bear Daily September 28, 2026
September 27, 2026 Bonus Content: Tech’s Cheapest Debt Isn’t Actually Free A note from our friends at...
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Microsoft’s $115.9B AI Spend Finally Has a Product 2e2ed3d5-37e8-4788-8558-e1544ef84d12
  • Politics

Microsoft’s $115.9B AI Spend Finally Has a Product

Bull Bear Daily September 27, 2026
A rebuilt Copilot with Code and Autopilot is Microsoft’s clearest case yet for its AI capex.
Read More Read more about Microsoft’s $115.9B AI Spend Finally Has a Product
Kalshi Loses Again. The Supreme Court Is Next. 8cfa0248-ecdd-42e3-8844-2d6d67e10898
  • Newsletters

Kalshi Loses Again. The Supreme Court Is Next.

Bull Bear Daily September 27, 2026
Prediction markets had a brutal Friday. A federal appeals court ruled that Ohio and Tennessee can enforce...
Read More Read more about Kalshi Loses Again. The Supreme Court Is Next.
Anthropic Wants to Own Its Cost Base. Apollo May Be Its Landlord. 073f84ab-631f-40ac-938f-326ad1d8b6fc
  • Politics

Anthropic Wants to Own Its Cost Base. Apollo May Be Its Landlord.

Bull Bear Daily September 27, 2026
A 1-gigawatt lease from Apollo's Stream looks like cloud escape. The math is more complicated.
Read More Read more about Anthropic Wants to Own Its Cost Base. Apollo May Be Its Landlord.
Brent at $104 Says the War Premium Is Leaking. Trump’s Rejection Says Why It Isn’t Gone. 3c8164bd-f7bc-44b6-8a73-7ad41ef2bce8
  • Newsletters

Brent at $104 Says the War Premium Is Leaking. Trump’s Rejection Says Why It Isn’t Gone.

Bull Bear Daily September 27, 2026
Two things are true at once in the oil market this weekend, and they pull in opposite...
Read More Read more about Brent at $104 Says the War Premium Is Leaking. Trump’s Rejection Says Why It Isn’t Gone.
Oura’s IPO Is 73% Insider Cashout. Is $13B Worth It? e9ba3052-6db5-4e4e-943c-adef6ef01911
  • Business

Oura’s IPO Is 73% Insider Cashout. Is $13B Worth It?

Bull Bear Daily September 26, 2026
Strong subscription growth. But most IPO money goes to insiders, not Oura.
Read More Read more about Oura’s IPO Is 73% Insider Cashout. Is $13B Worth It?
UBS Wants Out of Switzerland. Should You Believe It? 44ccc97b-29fd-4065-ae1f-716916927edf
  • Newsletters

UBS Wants Out of Switzerland. Should You Believe It?

Bull Bear Daily September 26, 2026
Two days after Switzerland’s upper house of parliament handed UBS a defeat on capital rules, the bank’s...
Read More Read more about UBS Wants Out of Switzerland. Should You Believe It?
NEVER Sell the Next Mag 7 Stocks! cd641632-c390-46d7-a455-103d04d08f9b
  • Newsletters

NEVER Sell the Next Mag 7 Stocks!

Bull Bear Daily September 26, 2026
A note from our friends at The Oxford Club(ad) A new set of 7 AI stocks are...
Read More Read more about NEVER Sell the Next Mag 7 Stocks!
Anthropic Has Its First Profit. Now Comes the Hard Part. ed8de250-19f0-4ce4-8504-84b1e8ba035f
  • Politics

Anthropic Has Its First Profit. Now Comes the Hard Part.

Bull Bear Daily September 26, 2026
A $559 million operating gain on $10.9 billion of revenue answers one question about the AI era’s...
Read More Read more about Anthropic Has Its First Profit. Now Comes the Hard Part.

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Recent Posts

  • Starlink V3 Is the Business Case for SpaceX. Today’s Launch Is a Test.
  • America’s Emergency Oil Reserve Is 40% Full
  • Microsoft’s $115.9B AI Spend Finally Has a Product
  • Kalshi Loses Again. The Supreme Court Is Next.
  • Anthropic Wants to Own Its Cost Base. Apollo May Be Its Landlord.
  • Brent at $104 Says the War Premium Is Leaking. Trump’s Rejection Says Why It Isn’t Gone.
  • Oura’s IPO Is 73% Insider Cashout. Is $13B Worth It?

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Starlink V3 Is the Business Case for SpaceX. Today’s Launch Is a Test.

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  • Newsletters

America’s Emergency Oil Reserve Is 40% Full

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Microsoft’s $115.9B AI Spend Finally Has a Product

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Kalshi Loses Again. The Supreme Court Is Next.

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