Topic
Markets
Macro, sectors, and the regime context behind individual ideas.
Oct 14, 2026 · 8 min read
UnitedHealth Q3 2026 earnings: the profit is recovering, the growth is still coming
UnitedHealth's Q3 2026 adjusted EPS rose to $4.69 on flat revenue. What drove the margin recovery, the new full-year guidance, and what to watch next.
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Oct 14, 2026 · 10 min read
Morgan Stanley Q3 2026 earnings: a record $232 billion of new money, margins a little thinner
Morgan Stanley grew Q3 2026 revenue and earnings per share, but margins slipped. What the quarter means if you own the stock or a fund that holds it.
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Oct 14, 2026 · 9 min read
Bumble's $6.05 cash buyout with no shareholder vote: what holders get
Bumble is being bought for $6.05 a share in cash, 138% above the unaffected price, and the big holders already signed. What you get and what still has to happen.
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Sep 18, 2026 · 9 min read
Can you buy Anthropic stock before the IPO?
Not directly: Anthropic voids unapproved share sales. Three real routes exist, and the arithmetic on each, from Amazon's and Alphabet's own filings, is smaller than the headlines suggest.
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