October 9, 2026 Bonus Content: Consumer Confidence Is 2.8 Points From Its Record Low. The Number to Watch Is Not…
Major Banks Brace for Rapid Selloff
October 9, 2026 Bonus Content: Goldman Sachs Hands 20 Executives $500M in Stock Days Before Earnings A note from our…
This Auto Supplier Just Crashed 19% and It’s Not Alone
October 8, 2026 The French parts maker cut 2026 targets and plans 770 European job cuts, and the damage is…
5-Day Cash Flow Trade
October 8, 2026 Bonus Content: ABN Amro Is Losing Its Government Shield A note from our friends at Tradewins(ad) Blane…
D.C. Wants Experienced Drone Makers. This One Has 25 Years Behind It.
October 8, 2026 Bonus Content: Chevron Takes a $3-4 Billion Loss to Cut Its Bakken Costs in Half A note…
The detail behind this banking number
October 7, 2026 Bonus Content: The Refining Gap Is Where China’s Leverage Bites Hardest A note from our friends at…
The bank survey that received no comments
October 7, 2026 Bonus Content: Law and Accounting Are Cutting Juniors, Not Partners A note from our friends at Subculture…
Saudi Arabia Lost Its Hormuz Bypass. U.S. Oil Producers Are Cashing In.
October 7, 2026 East-West pipeline outage has Brent near $105 and boosts U.S. cash flow. One pipeline. Seven million barrels…
Big Tech Is Eating the SaaS Stack
October 7, 2026 Enterprise software consolidation is accelerating in 2026, and the companies selling point solutions are the ones paying…
Zero to $100 billion in no time flat…
October 7, 2026 Bonus Content: Old Transformers Are Straining the AI Grid. These Firms Win A note from our friends…
