This article is sponsored by Career Angel.ai! Elliott’s $6.5 Billion Klarna Deal: The Most Important Fintech Transaction of 2025 — and What It Means for Markets Klarna just did something most fintech companies talk about at conferences but never actually execute: it brought in a heavyweight private investment firm to shoulder billions of dollars in […]
This article is sponsored by Career Angel.ai! The Great Education Shake-Up: The Stocks That Stand to Win (and Lose) as Washington Dismantles the Department of Education The Department of Education (ED) is being hollowed out in real time. Not abolished—yet—but peeled apart like a federal onion and distributed across other agencies. Oversight of K-12 and
This article is sponsored by Career Angel.ai! Why Target Is in Trouble — And the Only Playbook That Saves It Before Walmart, Amazon, and Costco Squeeze the Bullseye into Oblivion INTRODUCTION: TARGET IS NO LONGER THE VIBE IT THINKS IT IS There was a point — circa 2015 to 2020 — when Target had a
This article is sponsored by Career Angel.ai! Block, Inc. (SQ): A Macro-Driven Fintech Engine for the Digital Money Era The Big Idea: Fintech Is Becoming Core Infrastructure The macro story around Block, Inc. (SQ) isn’t about hype—it’s about structural financial transformation. Consumers are going cashless, small businesses are digitizing, and the global money movement system is being rebuilt
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This article is sponsored by Career Angel.ai! EQT Corporation (EQT): A Macro-Driven Play on America’s Natural Gas Supercycle The Big Idea: The World’s Next Energy Era Runs on Natural Gas The post-2022 energy landscape has fundamentally changed. Europe learned the cost of underinvestment. Asia still craves reliable baseload fuel. And the U.S.—with its vast shale
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This article is sponsored by Career Angel.ai! “Dear Fellow Degenerates of the Disinflation Era” (A Highly Serious, Slightly Unhinged Investor Letter for the Remainder of 2025) Dear Readers, Well, well, well. It finally happened. Jerome Powell—our nation’s most reluctant DJ—has started easing the beat. The Fed is trimming rates like a barber with shaky hands, and
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This article is sponsored by Career Angel.ai! SkyWest, Inc. (SKYW): Why This Regional Airline Has Quietly Dominated the Aviation Cycle The Big Idea: The Regional Airline Nobody Saw Coming While Wall Street obsessed over the big legacy carriers, SkyWest (NASDAQ: SKYW) quietly engineered one of the most impressive turnarounds in modern aviation. Once viewed as a low-margin
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This article is sponsored by Career Angel.ai! Mortgage Demand Jumps—But 50-Year Loans Could Be the Dumbest “Solution” Yet (And Here’s Who’s Cashing In) The Mortgage Market’s Strange Comeback After months of malaise, mortgage demand just jumped 6% last week, hitting its strongest level since September, according to the Mortgage Bankers Association. Volume is now 30% higher than last year,
This article is sponsored by Career Angel.ai! The Pharma Cold War Has Begun: Eli Lilly Dumps CVS After Novo Nordisk Deal Lilly Just Threw the First Punch In a normally buttoned-up industry where every dispute gets wrapped in polished PR language, Eli Lilly just detonated a grenade. The company has officially fired CVS Health’s Caremark
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This article is sponsored by Career Angel.ai! Why The Mosaic Company (NYSE: MOS) Has One of the Ugliest Business Models in the Commodity World The Green Giant With a Brown Balance Sheet Mosaic (NYSE: MOS) is one of the most important fertilizer producers in the world. Its phosphates and potash help feed billions of people