📚 Newsletter Archive
Every Daily Briefing we've published, browseable by date and country.
Filter by country
Saturday, October 17, 2026
Thursday, October 15, 2026
FNBO CIO Flags AI Capex Surge and Raises Valuation Concerns for Alphabet
FNBO's Chief Investment Officer highlights the massive ongoing surge in AI capital expenditure.
Waste Management Leads Trio of Crash-Resilient Industrials With Dividend Support
Waste Management leads historical crash-resilience analysis of three identified defensive industrial stocks
Berkshire's Cash Strategy Offers Crash Playbook as Market Uncertainty Mounts
Berkshire Hathaway maintains historically large cash reserves specifically for market dislocation deployment
AWS Secures $496B Backlog With 39% Cloud Margins, Reinforcing Amazon's Growth Thesis
AWS backlog hits $496 billion as cloud margins surge to 39%, making Amazon a must-own growth stock.
SPY's 33-Year Track Record Reveals Bear Market Buying Strategy for Investors
SPY, the first-ever U.S. ETF, has a 33-year record of recovering from every major market crash.
September Coffee Price Surge and Supply Challenges Pressure Starbucks Profit Outlook
September saw a significant surge in coffee commodity prices, raising input costs for beverage operators
Bank of America Fined, ASML Profits Surge, CVS Settles Opioid Case
Bank of America was hit with a regulatory fine, adding compliance costs to the banking giant's outlook
Wednesday, October 14, 2026
Morning Briefing: JPMorgan Earnings Miss, Delta Delays Riyadh Route, McDonald's Eyes Chicken Plans
CNBC's morning briefing covers JPMorgan's Q3 earnings miss setting a cautious tone for US financials, Delta's delayed Riyadh route, and McDonald's new chicken menu plans.
Wolverine Asset Management Cuts 12 SPAC Holdings, Adds SPACSphere in Contrarian Buy
Wolverine Asset Management trimmed stakes in 12 SPACs by 18%–99%, executing a broad portfolio retreat.
Tuesday, October 13, 2026
Saturday, October 3, 2026
Wednesday, September 30, 2026
Bear Market ETF Strategy: Why Quality Over Cash Is the Historically Smart Play
Historical data indicates maintaining equity exposure during crashes outperforms moving to cash
Market Briefing: Nvidia Buyback, AMD Acquisition, and Key Policy Developments
Nvidia announced a share buyback program, signaling management confidence in its valuation
Invesco QQQ Trust Hits All-Time High; Elevated Tech Valuations Raise Risk Questions
The Invesco QQQ Trust, tracking the Nasdaq-100 index, recently reached a new all-time high
Buffett's 98-Year Market Crash Playbook: Timeless Bear-Market Guidance Revisited
Warren Buffett has consistently offered investors timeless guidance for navigating market downturns
Rising Inflation and Higher Interest Rates Threaten US Stock Market Rally in 2026
US stock market has performed well in 2026 but faces rising inflationary headwinds
Sunday, September 27, 2026
Midterm Election Cycle Signal Has Predicted S&P 500 Gains 95% of the Time Since 1938
Analysis of 88 years of S&P 500 data finds that the index has generated positive returns in the 12 months following U.S. midterm elections 95% of the time since 1938, offering one of the most consistent historical market signals available.
Motley Fool's Digest Argues AI's Second Wave May Dwarf the First as Wide-Net Stock Strategy Gains Momentum
The Motley Fool's market digest highlights analysis suggesting that AI's 'Act 2'—the broad enterprise and consumer adoption phase—could be 15 times larger than the initial wave that benefited early semiconductor and infrastructure plays.
Schwab REIT ETF's Lower Fees Versus Vanguard's Higher Yield: Long-Term Comparison Favours Income Investors
The Schwab U.S. REIT ETF (SCHH) charges a 0.07% expense ratio, roughly half the 0.13% fee of the Vanguard Real Estate ETF (VNQ), giving Schwab a cost advantage for long-term holders.
S&P 500 Tracks Double-Digit 2026 Gain While Historical Patterns Flag Crash Risk for Investors
The S&P 500 has climbed strongly in recent years and is reportedly tracking toward a double-digit gain in 2026, even as market analysts warn that conditions precedent to a correction are building.
Bank of America Trims Carnival Price Target as Rising Costs Threaten Cruise Comeback
Bank of America has cut its price target for Carnival Corporation after identifying a significant surge in a key operating cost that threatens the cruise line's recovery trajectory.
Buffett Indicator Hits All-Time High, Signalling Elevated U.S. Equity Crash Risk
The Buffett Indicator—total U.S. stock market cap relative to GDP—has reached a record high, historically preceding major market corrections.
Sunday, September 20, 2026
Tuesday, September 15, 2026
Sun Communities and Peers Rally 3-4% as Quality Factor Rotation Lifts Mid-Cap Stocks
Sun Communities (SUI) shares rose 3.1% to $118.04 in a session when many small- and mid-cap names gained
Rubrik Surges 16% Against a Down Market; Elevated P/S Signals Growth Premium
Rubrik (RBRK) shares surged 16% in a session where the broader market was declining
Nvidia, Micron and Sandisk Dive on AI Warning as Fed Rate Hike Decision Nears
Nvidia, Micron, and Sandisk shares fell sharply following an AI sector warning
European Stocks Fall as Oil Price Surge and AI Sector Selloff Hit Sentiment
European equities declined amid simultaneous oil price surge and AI-linked sector selloff
RingCentral CAO Sells $294K in Stock at 52-Week High After 119% One-Year Surge
RingCentral's Chief Accounting Officer sold 4,172 shares at $70.36 per share for approximately $294,000.
Lightspeed Management to Sell Netskope Shares as NTSK Surges 14.3%
Netskope (NTSK) shares surged 14.3%, prompting Lightspeed Management to move toward a share sale.
Get briefings in your inbox
Delivered every trading day at 6am local time per country. Free.