September 9, 2026 When travel sells off with no company news, crude is hitting demand next. Sponsored Pilots Use One.…
American Energy Is Powering a Trillion-Dollar Buildout
September 8, 2026 Bonus Content: Home Depot’s Real Growth Engine Isn’t the Housing Market A note from our friends at…
Expedia and Booking Just Got Sold Like the Traveler Is Already Gone
Tuesday’s travel-stock selloff shows who was crowded in, and who now has to exit
This CEO Knows How to Get a Resource Story Started
September 8, 2026 Bonus Content: P&G Just Raised Its Dividend Through a $1B Cost Headwind A note from our friends…
Melt Up or MELT DOWN?
September 8, 2026 Bonus Content: Shein’s $99 Million Loss Shows Who Pays When Duty-Free Ends A note from our friends…
Toyota Bet Right. Ford and GM Are Now Copying Its Playbook.
September 8, 2026 Hybrid vehicles hit a record 15.4% U.S. share For roughly four years, Wall Street rewarded automakers for…
UK Gilts Near 6%: The Bond Market Is Writing the Budget
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…