October 17, 2026 Bonus Content: Mortgage Rates Near 7.4%. Fannie Mae Sees 2027 at 7.5%. A note from our friends…
GE Aerospace Paid $11.75 Billion to Own Its Own Bottleneck
Tuesday's earnings report is the first real test of that bet.
Volta’s $3.7 Billion GPU Loan Has No Bank Behind It
JPMorgan and Goldman walking away from the chip tranche is a credit-market verdict on AI collateral that equity investors have…
This Tiny Sub-$1 Gold-Silver Royalty Stock Is Ready to Run
October 16, 2026 Bonus Content: Eighteen Days to the Midterms. Sectors That Move on Odds A note from our friends…
This high yielding “gold annuity” is starting to move…
October 16, 2026 Bonus Content: China’s Q3 GDP at 0200 GMT Monday Will Set Metals’ Open A note from our…
Schwab Posted Its Best Quarter Ever. Then the Stock Fell 4%.
Record revenue, record client assets, a 29% jump in adjusted EPS, and the market focused on the three words management…
You’re not wrong…you’re late.
October 15, 2026 Bonus Content: Intel’s Drone Chip Has No GPS Problem. It Has a Product Problem. A note from…
Revealed: Musk’s 27-Year Plan to Reinvent Money (It’s About to Go LIVE)
October 15, 2026 Bonus Content: Carrier’s Water Opportunity Is Hiding in Plain Sight A note from our friends at Banyan…
Nvidia Picked Graphite Over Liquid Metal. Rubin Ultra Gets Both.
Most of the coverage of Nvidia’s Vera Rubin ramp has focused on rack counts and hyperscaler allocation. The more consequential…
Concrete That Fixes Its Own Cracks Needs Gas. Linde Is One.
October 15, 2026 Self-healing concrete is scaling, and the CO2 and oxygen that help it work run through companies like…