August 19, 2026 The Houston Signing Is the Entry Fee Hunt Oil and SLB inked deals with PDVSA Tuesday night.…
The Feedback Loop Bonds Cannot Escape
The $40 trillion headline is almost beside the point. What matters is the arithmetic underneath it, and that arithmetic is…
Klarna Is Selling Less Volume on Purpose
Klarna reports Q2 2026 results this morning before the open, and the stock enters earnings day already down about 6%…
Nike Is Repeating Its Worst Mistake
Today Nike hit a fresh 52-week low. The stock closed below $40, a level it last traded at in September…
The 30-year just hit 5.31%
August 18, 2026 Warsh Says 2%. The 30-Year Says Prove It. The Fed holds for a fifth straight meeting. The…
Trump Threatens Oman and the Last Off-Ramp
Gold was trading near $4,395 an ounce on Monday morning when President Trump told Fox News he would bomb Oman…
The New Arsenal: How Modern Defense Is Being Rebuilt
The Battlefield Is Changing The nature of warfare is evolving. For much of the last century, military strength was defined…
Alibaba’s AI Music Push
August 17, 2026 HappyShrimp Puts BABA in AI Music A consumer launch plus a label partner. Alibaba is trying to…
CRWV Reports Tonight. 15% Move Priced In.
August 11, 2026 CoreWeave Reports Tonight Five post-earnings selloffs. Tonight is the test. Sponsored First a note from The Oxford…
TEAM’s 13% Guide Is a Head Fake
August 10, 2026 TEAM’s 13% Guide Is a Head Fake Sponsored First a note from The Oxford Club Dear Reader,…