Kalshi gives Democrats about a 91% shot at the House. But 70 contested districts and a three-day settlement gap make…
Why the Fed’s Hawks Trust the ECI More Than the Jobs Report
Every Friday morning has a headline number. Today’s is different. The Bureau of Labor Statistics releases the Q3 2026 Employment…
Brent at $116 Is the Market’s Answer to Tehran and Washington
Two official accounts of the Strait of Hormuz cannot both be true. Iran’s armed forces said Thursday that four tankers…
SpaceX Raised $40 Billion for Nvidia Chips. Pure AI Lenders Can’t Get a Dollar.
The AI compute buildout now has a visible dividing line, and Elon Musk drew it himself on Sunday, October 25,…
Binance Is Frozen. Here Is What Bitcoin Needs to Do Before the Open.
Market Snapshot Binance temporarily suspended withdrawals after a hacking incident estimated at about $6.3 billion, disclosing the breach Thursday evening…
it took 57 years
October 30, 2026 Bonus Content: Intel’s Foundry Customers Are Warming Up. The Stock Is Down 21% Anyway. A note from…
Trump Has Bought Into Three Mining Companies…
October 30, 2026 Trump Has Bought Into Three Mining Stock… Bonus Content: Amazon Beat on Margins. The $42 Billion Cash…
Marvell Lost $33 a Share on a Deal Nobody Has Signed Yet
The 13% MRVL selloff is less about lasers and more about what the buy side will no longer tolerate at…
“Perfect Storm” Worse Than 2008
October 29, 2026 Bonus Content: Apple’s Chip Gap Is the Acquisition It Can’t Ignore A note from our friends at…
This FedEx package could help swing the vote
October 29, 2026 Bonus Content: Chipotle Beat on Revenue. The Margin Slide Is the Real Problem. A note from our…