Agnico Eagle and Kinross just posted record cash flow. Newmont is shrinking while costs rise.
The Houston Signing Is the Entry Fee
August 19, 2026 The Houston Signing Is the Entry Fee Hunt Oil and SLB inked deals with PDVSA Tuesday night.…
The Feedback Loop Bonds Cannot Escape
The $40 trillion headline is almost beside the point. What matters is the arithmetic underneath it, and that arithmetic is…
The Fine Won’t Break Meta. The Fix Might.
The real threat in Oakland is not the dollar figure. It is what happens to engagement if the court rewrites…
Klarna Is Selling Less Volume on Purpose
Klarna reports Q2 2026 results this morning before the open, and the stock enters earnings day already down about 6%…
Nike Is Repeating Its Worst Mistake
Today Nike hit a fresh 52-week low. The stock closed below $40, a level it last traded at in September…
ETON’s 43% EBITDA Margin Is the Number Wall Street Missed
Revenue doubled. The margin story behind it is what changes the long-term math.
The 30-year just hit 5.31%
August 18, 2026 Warsh Says 2%. The 30-Year Says Prove It. The Fed holds for a fifth straight meeting. The…
Trump Threatens a Gulf Mediator. Read the Refiner Trade.
Brent jumped to about $90.9 on the Oman threat. The real question is what risk premium survives a deal, and…
Trump Threatens Oman and the Last Off-Ramp
Gold was trading near $4,395 an ounce on Monday morning when President Trump told Fox News he would bomb Oman…