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John Deere - $DE
Joe Overdevest: 85% of Canadian goods still enter the US tariff-free
10 insights: Why Canada is beating the S&P 500, the capital its banks have just been allowed to release, and the state whose pause on data centers he…
Sep 15
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Nathan and Adami: a $300B company up 13% in a day is not an efficient market
11 calls: Why they would rather be short Oracle at $143, what a hike this week could do to the 10-year, and the one sector they say is still in play
Sep 15
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Scuttlebutt
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