With $260 billion in US projects killed this year, the AI capex trade is showing its first real crack.
The detail behind this banking number
October 7, 2026 Bonus Content: The Refining Gap Is Where China’s Leverage Bites Hardest A note from our friends at…
The bank survey that received no comments
October 7, 2026 Bonus Content: Law and Accounting Are Cutting Juniors, Not Partners A note from our friends at Subculture…
Saudi Arabia Lost Its Hormuz Bypass. U.S. Oil Producers Are Cashing In.
October 7, 2026 East-West pipeline outage has Brent near $105 and boosts U.S. cash flow. One pipeline. Seven million barrels…
Big Tech Is Eating the SaaS Stack
October 7, 2026 Enterprise software consolidation is accelerating in 2026, and the companies selling point solutions are the ones paying…
Zero to $100 billion in no time flat…
October 7, 2026 Bonus Content: Old Transformers Are Straining the AI Grid. These Firms Win A note from our friends…
Saudi Arabia Lost Its Hormuz Bypass. U.S. Oil Producers Are Cashing In.
East-West pipeline outage has Brent near $105 and boosts U.S. cash flow.
How to be in and out of a trade by 10:45
A note from our friends at Base Camp Trading(ad) Dear Income Seeker, If you’re struggling to find high-probability income trades……
A Dormant Copper Mine Reawakens
October 7, 2026 Bonus Content: Germany’s Factory Orders Fell 10.6%, Euro Rebounded A note from our friends at Resource Stock…
Elon just did the impossible
October 7, 2026 Bonus Content: SEC Clears 3x Bitcoin Funds. BTC Near $84K Makes Timing Matter. A note from our…