What the private-market blowout means for Oracle, CoreWeave, and investors betting on AI spending that never slows.
The silver trade cooled. One drill rig did not.
October 1, 2026 Bonus Content: BHP’s Escondida Heads Into Mediation After Supervisors Reject Final Wage Offer A note from our…
A mining district nobody has looked at properly since 1940
October 1, 2026 Bonus Content: Brazil Votes Sunday. Ibovespa Has Best Day Since Sep 10. A note from our friends…
Canadian Beer, Dairy and Motorcycles Are Now Banned
The Section 338 import bans that went live at 12:01am Tuesday are narrower than the headlines suggest, but the stacking…
Read the Iowa Steel Announcement. Then Set It Aside.
Monday’s Oval Office ceremony had the full production value of a campaign event: President Trump, Commerce Secretary Howard Lutnick, Export-Import…
Canadian Beer, Dairy and Motorcycles Are Now Banned
The escalation most traders were watching for arrived overnight. The U.S. moved from a 50% tariff on certain Canadian dairy,…
This video is going viral for all the RIGHT reasons
September 30, 2026 Bonus Content: Goldman’s Next CEO Is Already in the Building A note from our friends at The…
This Company Could Become America’s Most Valuable Asset
September 30, 2026 Bonus Content: The Chip Trade Has a New Adversary: Misbehaving AI A note from our friends at…
Boeing Is 21% Below Its High With Q3 Four Weeks Away
A $715 billion backlog, faster deliveries, and a wing fix that could unlock cash flow.
What If the Gold & Silver Run Isn’t Done?
September 30, 2026 Bonus Content: Conagra’s $0.28 Quarter Arrives as Confidence Hits a 12-Year Low A note from our friends…