Peter Thiel's BIGGEST Investment

This Ticker Gets You Exposure  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

Dear Reader, We believe we’ve found the next Elon Musk — and so does Peter Thiel, who just made his largest investment ever: $1 billion into this man’s company.  Unfortunately, the company is private. So unless you know Pete personally or have some deep connections… you can’t get in. That was until we uncovered this… Our research has uncovered a 4-letter ticker symbol that gives you early-stage exposure to this pre-IPO opportunity. You won’t see this ticker mentioned on CNBC or Yahoo Finance… We’re going to give you this pre-IPO ticker symbol completely free in this briefing. (No strings attached – you will get all 4 letters of the ticker for free) But you're going to want to move quickly. Once it goes public, all the easy pre-IPO gains will be gone. Don’t miss the chance to ride this wave before the masses catch on. Click here to unlock the pre-IPO ticker symbol now — before this briefing disappears. Regards, Addison Wiggin Founder, Grey Swan Investment Fraternity   This ad is sent on behalf of Banyan Hill Publishing. P.O. Box 8378, Delray Beach, FL 33482. This email may contain paid advertisements and affiliate links. Guardian Financial Publishing may receive compensation if you click a link or make a purchase. FOMO Finance is a publication of Guardian Financial Publishing (D/B/A) Stable Financial Publishing | Privacy Policy | Terms | Disclaimer Your Investimonials account is active and this message was sent as part of your current subscription. If you did not request this email or believe it was sent in error, please reply directly so our team can review your account. Account Status and Subscription Details Your subscription is confirmed and your delivery preferences are up to date. You are currently receiving content based on the schedule and frequency you selected during registration. 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Bill Gates, Jeff Bezos, Google, and Microsoft Are All Chasing the Same Technology

🏛️ What a coupon locks, what a dividend grows  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

September 08, 2026   |   Read online The Treasury sells $58 billion of 3-year notes at 1 ET. A short essay on the other side of the same question.   Bill Gates, Jeff Bezos, Google, and Microsoft Are All Chasing the Same Technology They didn't coordinate. They reached the same conclusion independently... That the future of AI depends on this technology... which could see a surge of attention this August as a key government deadline approaches... And one small stock sits at the center of it. Click here for the full story on the technology Big Oil tried to ban.   🏛️ What a coupon locks, what a dividend grows The Treasury sells $58 billion of 3-year notes at 1:00 p.m. Eastern today. A short essay on the other side of the same question.   🌙 TONIGHT’S NUMBERS 4.77% — the 10-year Treasury at Friday’s close. Locked in for a buyer at the last auction, and unchanged over the long weekend. +27% — Duke Energy’s per-share dividend today versus ten years ago. $0.855 a quarter in 2016; $1.085 a quarter now. • A quarter of investor capital — $242 billion of the $300 billion put into 6,000 startups last quarter — went to AI. An Oxford Club briefing looks at where inside AI it actually landed. See where it went. (Ad)   The Treasury sells $58 billion of 3-year notes today at 1:00 p.m. Eastern. A buyer at that auction locks in whatever the auction clears at, and receives that same coupon every six months until September 2029. The number does not move. That is the whole point of a coupon: it is a promise that the interest payment will not change. On the 10-year end of the curve, the yield closed Friday near 4.77%, which is what a buyer today would earn on a note that pays through the next presidential term and out the other side. A share of Duke Energy paid $0.855 per quarter in 2016 and pays $1.085 per quarter now — the same 40 shares that paid $137 a year in dividends ten years ago pay $174 a year today, a 27% increase in dollar income from a single position held quietly. The share count did not change; the check did. A 10-year Treasury issued in 2016 at a yield near 2.1% is still paying about $210 a year on a $10,000 face amount — as it was designed to. One number was locked, and stayed. The other was not, and did not. The trade-off is honest. The bond pays more on the dollar today; the dividend grower pays less today, but its per-share payout has drifted up in each of the last ten years for this particular name and for many others cut to a similar cloth. A holder of either instrument is buying the same thing — a stream of payments — with different arithmetic on where the stream ends up over ten years. Neither is right in every account; both are right in some accounts. What is worth doing on an auction day is knowing which side of the trade-off a given position was bought to satisfy, and whether that answer still fits the sleeve it sits in.   ADVERTISEMENT · STOCKS.NEWS A tracker for the insider filings that hit before Twitter picks them up Every Form 4 the SEC accepts is public the second it clears — who filed, what they bought or sold, and in which company. Stocks.News surfaces those filings in real time inside a market data and research app, alongside the underlying data. Free seven-day trial, then $97 a year. See the Filings Paid advertisement. Not investment advice. Stocks.News is a market data and research app, not a broker or advisor. Alerts and data are informational only; all investing involves risk, including the possible loss of principal.     💵 INCOME WATCH Declared: A quiet stretch on the declarations front over the long weekend — nothing new on the watchlist since Prologis held at $1.07 on September 2 and VICI Properties raised to 46 cents on September 3. Boards resume the normal cadence this week. Ex-dates ahead: The watchlist ex-date column is empty across the shortened week (September 8 through 14). The next cluster runs September 15 through 17 — Coca-Cola at 53 cents and Altria at $1.11 on the 15th (Altria’s the raise from $1.06 declared August 27), Prologis at $1.07 on the 16th, VICI Properties at 46 cents on the 17th. Yield check: 10-year Treasury near 4.77% at Friday’s close (source: FRED). Schwab U.S. Dividend Equity ETF filed forward rate $1.047, near 3.007% forward yield on Friday’s $35.08 close — roughly 177 basis points of coupon-over-dividend on the ETF benchmark. A wider gap than most of the last decade, and worth reading rather than reacting to.   One watchlist name has a payout ladder that matches this essay’s point closely enough to be worth its own paragraph tonight.   🧾 THE STEADY · DUK Duke Energy Corporation — a regulated electric utility whose quarterly dividend feed shows uninterrupted payments across the ten years the record covers, and ten consecutive annual raises inside that window. Each July the board lifts the quarterly amount by roughly two cents. The ladder in the feed reads $0.855 (2016), $0.89, $0.9275, $0.945, $0.965, $0.985, $1.005, $1.025, $1.045, $1.065, $1.085 (current). Forward rate $4.34 a share, which has been running near a 3.6% forward yield — against the 10-year’s 4.77%, about 117 basis points below. Payout ratio 0.53. The 52-week range runs $113.895 to $134.49. The ex-date this month was August 14 for the September 16 payment. It is a portrait of a utility whose per-share income line drifts up in a straight line, at a pace slower than the coupon side is currently paying — and a portrait, not a suggestion.   And here is what tomorrow’s reopen already holds, on the paper of it.   📅 TOMORROW’S CALENDAR Wed, JOLTS job openings, 10:00 a.m. Eastern — the July print. A monthly read on employer demand for workers; a downshift below 7 million openings would carry more signal than an upshift toward 7.5 million. Wed, 10-year Treasury auction, 1:00 p.m. Eastern — $42 billion reopening. Watch the indirect column for foreign demand at the yield. Thu, Producer Price Index, 8:30 a.m. Eastern — the August print. Wholesale prices usually set the tone for Friday’s CPI. Thu, watchlist dividend payments — CVX $1.78, XOM $1.03, EMR 55.5 cents, all declared July or early August.   When you think of a position as an income position, do you think of it in dollars per year or in yield-on-cost? Just reply, I read every one. — Randy Cole, Editor P.S. Markets do not sleep. Good Morning Alerts catches you up on the overnight before the bell — the moves, the day’s schedule, and the levels worth watching. Free, and short. (From Good Morning Alerts)     THE MONEY MEMO A Guardian Financial Publishing title WHY YOU’RE RECEIVING THIS EMAIL You’re receiving this email because at some point, you opted in to receive updates, news, or information on a specific topic we’ve previously discussed or shared. Whether it was through a subscription, a form submission, or another form of communication, your information was shared willingly, and we respect your decision to connect with us. Thank you for taking the time to read this. This message is part of an ongoing conversation between us, and we want you to have full transparency about why you received it, how your information is handled, and what to expect from future emails. 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The Money Memo is a publication of Guardian Financial Publishing (D/B/A) Stable Financial Publishing Privacy Policy  ·  Terms  ·  Disclaimer   Update your email preferences or unsubscribe here © 2026 Stable Financial Publications 1013 Centre Road Suite 403-D Wilmington, DE 19805, United States Powered by beehiiv

Watch where the sneaky insider money is going right now

September 08, 2026 Unsubscribe   A note from our friends at Media Pub(ad) There might be no clear end in sight to the Iran war... But this escalation is likely distracting you from a stunning pattern quietly heating up in the predictions market... Corporate and Political insiders, folks with firsthand info on potential announcements, deals, policy changes coming up and more... Have been making sneaky yet massive bets on platforms like Polymarket... And quietly front-running the market in the process. That's why you'd have noticed news about this pattern flying around... Out of the blue on May 19th this year... I tracked a large bearish bet on Bitcoin from an account with over $10 million in volume... Days later... News came out that the SEC was delaying plans to further crypto innovations, obvious bad news for Bitcoin. Acting on the bearish bet before the news came out with a quick trade locked in 78% in 9 days. It doesn't end there... These massive insider bets also tipped off a 39% winner on META overnight. And even 60% on TSM in 6 days. There were smaller wins and those that didn't work and I won't make reckless guarantees about the stock market... But in the next few minutes... I'll show you the special secret I use to track these insider bets... Better yet... You'll get FREE access to use this secret for yourself too... with no catch. All you have to do is tap this link to get instant FREE access and start tracking these insider bets yourself. To Better Trading, Alex Reid. The trades expressed are based on signals from Oracle in real time. While we have been using this tool with great success in our own trading including an 85.57% win rate, a 28% average return of winners and losers over a 4-day average hold time, and a profit factor of 5.94 on real money trades between 5/7/26 and 7/17/26, there's bound to be winners and losers along the way. Since Oracle is a tool for traders and not a trading service, profits and performance will vary among users. Trade at your own risk. See our Terms on the homepage for more information.       Bonus Article Beijing Put $54 Billion Into Its Banks. The Stocks Fell. Hey there, bargain hunter. When a government writes a $54 billion check for its own banks and the stocks go down, that is worth a long look before you reach for your wallet. Scoreboard On Sunday, Beijing announced a 360 billion yuan (about $54 billion) package spread across eight state-owned financial institutions. Agricultural Bank of China fell about 2.5% in Hong Kong on Monday. ICBC dropped about 2.3%. China Taiping slid nearly 4%. PICC and China Life were each off more than 2%. The Hang Seng Index itself slipped less than 1%, meaning financials lagged the broader market even on a day Beijing was theoretically doing them a favor. What Actually Happened The Ministry of Finance is leading the injection. Agricultural Bank is pursuing a private placement of A-shares worth up to 160 billion yuan, with the ministry, China National Tobacco, and related subsidiaries as investors. ICBC is doing the same for up to 100 billion yuan. Export-Import Bank gets 30 billion yuan directly. The remaining 70 billion yuan flows to insurers: China Life gets 35 billion, PICC up to 15 billion, China Taiping 7 billion, China Re 3 billion, and Sinosure 10 billion. The insurer piece is genuinely new. This is the first time Beijing has used special bonds to support state insurers, a signal that solvency stress has become enough of a policy issue to merit bank-style recapitalization tools. That is not a comfort. That is a warning sign dressed up as a lifeline. The package was also smaller than what markets had expected for insurers. Citi analysts noted the downsized figure “underscores the healthier capital positions of Chinese insurers,” framing it as lower urgency. Markets read it as underwhelming relative to the scale of the structural problems. The Business, in Plain English ICBC and Agricultural Bank are two of the world's largest lenders by assets. They make money the old-fashioned way: borrow cheap, lend at a spread. That spread, the net interest margin, is the engine. For ICBC, that engine is running at 1.29%, down from above 2% years ago, after Beijing spent years pushing banks to cut loan rates to support a slowing economy. ICBC's first-half 2026 net income rose 3.3% to 173.68 billion yuan, a green number on the surface, but the margin held flat into late June largely because liability costs improved as loan yields came under pressure. One good half does not fix a structurally squeezed business model. Is It Cheap? State Chinese banks trade at fractions of book value in Hong Kong, which looks cheap in a spreadsheet. The problem is book value itself. When a bank's core profitability metric sits at 1.29% and the structural pressure to keep lending cheap shows no sign of easing, the question is not whether the stock is cheap relative to book. It is whether book is worth what it says it is. Fresh capital helps capital ratios. It does not fix margins. The A-share placements that fund this injection are also dilutive to existing Hong Kong H-share holders, who absorb the earnings dilution without getting to participate in the new shares at placement prices. Bull / Base / Bear Bull: Beijing keeps its implicit guarantee intact, dividends hold, and NIMs stabilize as rate cuts slow. Stocks re-rate toward book value as growth concerns ease and FXI benefits from any broad China re-rating trade. Base: Capital ratios improve but profitability stays compressed. Stocks trade sideways in a low-return range. FXI grinds along with the broader H-share market, heavy in financials and energy, light on growth. Bear: NIM compression continues as Beijing leans harder on banks for cheap credit. Insurer solvency stress widens. A-share dilutions keep coming. The apparent cheapness never converts to returns because earnings per share erodes faster than the discount narrows. Action Plan This is a value trap question, not a value question. The two look identical on a P/B screen and nothing alike in outcome. If you want China financial exposure, FXI gives you the liquid wrapper without picking individual names, but know that the ETF carries heavy bank and energy weight with limited tech offset. If you must own individual names, wait for the A-share placement prices on ICBC and Agricultural Bank to be formally set: that is your real reference point for dilution math. Do not front-run the injection announcement. That trade already happened, in reverse. Cheap Investor Checklist NIM trajectory: is ICBC's 1.29% floor holding, or does the next rate cycle push it lower? A-share placement pricing: at what discount to market does the dilution land? Insurer solvency ratios: are China Life and PICC improving post-injection, or was 70 billion yuan insufficient? Dividend sustainability: do payout ratios hold if earnings per share erodes further? Policy direction: does Beijing ease the cheap-lending pressure on banks, or double down? FXI flows: is foreign capital returning to the H-share market or still rotating out? NPL ratios: watch for any deterioration in non-performing loan disclosures at the next quarterly update. Bottom Line If Beijing keeps its guarantee credible and NIMs stop falling, these stocks are cheap. If the structural squeeze on lending margins continues and insurer stress widens, 360 billion yuan is a band-aid on a slow bleed and the discount to book is a feature, not a mispricing. Watch the NIM trend at ICBC's next quarterly filing and the formal placement prices on the A-share deals. Those two data points will tell you whether this is a buy on weakness or a trap with a state seal on it. This content is for informational purposes only and should not be considered financial advice. Investing involves risk. The Cheap Investor is a publication of Investing Media Solutions, LLC. To view our full policies: Disclaimer | Privacy Policy | Terms & Conditions Update your email preferences or unsubscribe here © 2026 The Cheap Investor 203 N La Salle Suite 2100 Chicago , Illinois 60601, United States Powered by beehiiv