Rubber $wan
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The Falcon's Dilemma: Three Ways to Bet on CrowdStrike's Reckoning
AI is eating cybersecurity. Iran is attacking everything. Insiders are selling. The market hasn't decided which story matters more.
The Books, the Pipes, the Poison
Chemours fired its own CEO for cooking the books. The DOJ and SEC are investigating. A federal judge ordered it to stop dumping PFAS into the Ohio River. And yesterday, it issued $700 million in new debt at 7.875%.
The Voluntary Leave
HF Sinclair's CEO stepped down. The audit committee is reviewing disclosures. And six executives all sold shares on the same day, 77 days earlier.
The Diversification Illusion
Southeast Asian factory diversification won't save you when tariffs follow the supply chain.
The Disappearing Defense
Snapchat was built to make messages vanish. Families of dead teenagers are arguing that same feature helped drug dealers vanish too.
The Upcoding Machine
UnitedHealth built the most profitable engine in American healthcare. The DOJ thinks it's fraud. A Corporate Integrity Agreement would break it permanently.
The Chegg Autopsy
And Two Companies Next in Line
The $2 Billion Band-Aid
Hawaiian Electric survived the courts. The reinsurance market and a single refinery might have other plans.
A Bet Against the Billing Pipe
Unusual blind spot for hospital payment disruption
The Grey Swan Toolkit
5-part guide to finding and sizing grey swan trades
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