30-year gilt yields at a 28-year high have already consumed roughly half of Healey's fiscal room, and the OBR has…
China’s $806bn Surplus Heads Into the Trump Summit
September 8, 2026 Exports rose 25% in August, chip exports surged 129.8%, and copper imports fell. The overnight number traders…
America Relied on Its Biggest Rival for This Military Metal
September 8, 2026 Bonus Content: UK Gilts Near 6%: The Bond Market Is Writing the Budget A note from our…
GE Vernova Is 22% Below Its High. A $176 Billion Backlog Says the Drop Is Overdone.
Record orders, a massive free cash flow raise, and turbine slots mostly sold out through 2030 make GEV's pullback look…
Elon Musk Warns We May Have Just Six Months Left
September 8, 2026 Bonus Content: Gold Holds Near $4,390 as China Accelerates Its Buying A note from our friends at…
Catching massive insider bets before the news breaks
September 7, 2026 Bonus Content: Anthropic’s $2 Trillion Question Lands at the Worst Possible Moment A note from our friends…
Is This the Greatest Stock Story Ever Told?
September 7, 2026 Bonus Content: GM Is the Auto Trade to Watch as Washington Moves to Lock Out China A…
OPEC+ Froze October Output. The Spare Capacity Question Matters.
After months of quota hikes, the 31.01m bpd pause may say more about limits than intent.
Steel Wins, Industrials Bleed: Ottawa’s Tariff Escalation
September 7, 2026 Canada’s tiered counter-tariffs on C$27.6B of U.S. goods go live Sept. 8. Here is where the money…
Why “predicting” the market is a fool’s errand
September 7, 2026 Bonus Content: OPEC+ Froze October Oil Output at 31.01M Barrels. Q4 Is Wide Open. A note from…