Russia’s diesel export ban runs to Sept. 30. ULSD cracks stay the trade, and complex refiners are the cleaner expression.
Why Credit Spreads Are the Real Risk for AI Stocks
August 30, 2026 Why Credit Spreads Are the Real Risk for AI Stocks The spread level where credit stops being…
$2 Gold Stock With Major Discovery
August 30, 2026 31 Days to a Funding Cliff Featured: 31 Days to a Funding Cliff Sponsored Dear Reader, A tiny…
Five Days, One Decision: Trade Friday’s 8:30
Futures imply about a 58% September hike. Goldman still calls it unlikely, so this week’s data all rhymes.
Russell 2,972: Record Failure, Rate Risk, and the Session’s Tell
Two weeks after a record close, the Russell 2000 is the clearest read on whether September's coin-flip hike shocks small-cap…
COIN -5%, MSTR -6.5%: The Hike-Odds Link
August 29, 2026 Warsh’s Jackson Hole speech lifted September hike odds from about 35% to 55.7%, and crypto proxies took…
Five Prints in Six Days: How to Trade the Data Gauntlet Into the September FOMC
The benchmark revision resets every assumption entering the most consequential data week of the year.
SPCX: Buy Now or Wait?
August 29, 2026 Bonus Content: Dec Corn $5.36½, Nov Beans $12.88: Ag Tickers Monday Sponsored Dear Reader, It’s the biggest…
Trump’s Next “Most Favored Company”
August 29, 2026 Bonus Content: Russell 2,972: Record Failure, Rate Risk, and the Session’s Tell Sponsored Dear Reader, For decades,…
Rise of the… Petroyuan?
August 28, 2026 Bonus Content: Diesel Cracks Tell a Different Story Than Brent Sponsored I’ve spent my career studying gold…