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…
Action Requested by December 8th
October 15, 2026 Bonus Content: Dow Bio-Plastic Bet Faces Its First Test A note from our friends at Paradigm Press(ad)…
A Dormant Copper Mine Reawakens
October 15, 2026 Bonus Content: Starlink Became a Policy Tool Overnight. Tesla Pays the Price. A note from our friends…
Unlocking your IRA/401k before 2027
October 15, 2026 Bonus Content: Bitcoin Fell 3% Overnight. Ether Traders Paid Most of the Bill. A note from our…
The silver trade cooled. One drill rig did not.
October 15, 2026 Bonus Content: Australia Lost 39,300 Jobs in September. RBA November Call Clouds A note from our friends…
Quiet Drone Deal Changes Everything Before Oct. 29
October 14, 2026 CAT’s Skycatch acquisition closes a mapping gap For years the knock on Caterpillar’s autonomous mining ambitions was…
Hot CPI. The October Decision Just Reopened.
October 14, 2026 Core beat for the second straight month. Stocks sold off, yields spiked, and hike odds jumped to…
Just Checking In
October 14, 2026 Bonus Content: Goldman CEO Says He Isn’t Going Anywhere A note from our friends at Profits Run(ad)…
Bezos has an Elon problem
October 14, 2026 Bonus Content: Old PLC Firmware Is the Door Hackers Will Use First A note from our friends…