Speedrun | Upcoming Events This Week - [November 2 - November 6, 2026]
Week ahead lists Nvidia, earnings, inflation and PPI releases alongside Iran conflict developments.
Monday, November 9, 2026
Back to the front page
From X
BDC on X
$spy puts were dirt cheap, yesterday
SG on X
$PDD is up today, probably because a lot of traders will need to buy all their necessities on Temu after this selloff
Mr Neutral Man aka "Howard Marks of REITs” on X
Hmm, come to think of it. Maybe that previous chart isn't so far off. It's just that I own the stuff that's got at least a 20% discount to NAV A good example is that $PSA $EXR are 5.1 and 5.5% cap but $CUBE is 5.8%, but in the mid 6% not that long ago Bigger REITs also has more weighting
Ian Bezek on X
$SOXL down 40% this week. Congrats to all involved, especially the SEC for allowing this nonsense.
Ian Bezek on X
@evfcfaddict Some motivated sellers in Nasdaq today. Nice little factor rotation $QQQ
junkbondinvestor on X
Apple new issue IPT: 2Y: T+45 (plus FRN) 3Y: T+50 (plus FRN) 5Y: T+60 7Y: T+70 10Y: T+80 For context, existing $AAPL 10Y at ~20bps. About 60bps of spread concession.
kab60 on X
@jefke00 $FIS also changed guidance to focus on FCF... Watch out for factoring, WC shenanigans and underinvestment in the biz! BOLDLY FORWARD!!! 🚀
Investor Letters
All letters- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.8BSN $31B
- Rathbones October 2026 SBGSF $143BSIEGY $237B
- FCL Capital October 2026 ANPDF $28BASML $575B
- Protean Funds October 2026 AAK $4.6BLFABF $13B
- Invesco — Discovery Fund Q3 2026 MOD $5.2BSMTC $8.5B
- Akre Capital Management, LLC Third Quarter 2026 BN $96BCNSWF $53B
- Allspring Global Investments Q3 2026 3406 $2.8B
- JB Global Capital Q3 2026 BABA $262BPYPL $49B
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DOMO Capital Management, LLC
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Fierce_beast
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- Wealthspire Advisors
- Wedgewood Partners
- Weitz Investment Management
- Wellington Management — Quarterly Market Review
- WestEnd Capital Management
- Westfield Capital Management
- Westwood — Quality SmallCap Fund
- White Brook Capital
- White Falcon Capital Management
- YCG Investments
Sectors
Ordered by how often our editor reaches for them.
