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…
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…