October 2, 2026 Bonus Content: The Jobs Report Won’t Show a Cracking Market. That’s the Problem for Bonds. A note…
New Law: Turns Millions of Americans into Dual Citizens (If They Qualify)
October 2, 2026 Bonus Content: Canada Cleared a 1 Million Barrel-a-Day Pacific Pipeline. The Money Is Still Missing. A note…
In at 9:35 AM. Out by 10.
A note from our friends at Base Camp Trading(ad) Hey, I’m going to do something that may seem a little…
Novo Just Paid $2.6B for a Phase 1 Pill. Viking Is Worth Three Times That.
Two days ago, Novo Nordisk handed Jiangsu Hengrui Pharmaceuticals $300 million upfront for HRS-1596, an oral GLP-1/GIP dual agonist that…
1,788 Banks Are Carrying a CRE Debt Load Regulators Flag
The maturity wall is not a future problem. It is October 2026, and the clock has already been running for…
What is “The Final Phase of Elon’s Master Plan”?
October 1, 2026 Bonus Content: The $2M vs. $11M Question Every Hyperscaler Is Answering Right Now A note from our…
President Trump Shares Eerie 12:34 a.m. Warning
October 1, 2026 Bonus Content: Corn’s $5.00 Price Tag Carries a Seven-Year Surplus Into October A note from our friends…
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…
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…