October 4, 2026 Bonus Content: Copper Is Down 3% on the Week. Levels That Matter Monday. A note from our…
The Valves and Fittings Holding AI Data Centers Hostage
Everyone in the AI buildout is watching Nvidia’s GB200 shipment schedule. Fewer are watching the stainless steel manifold backlog. Sponsored…
G7 Flooded the Market With 100 Million Barrels. Now OPEC+ Decides What Comes Next.
Two things landed on crude traders’ desks Friday that will set the tone for Monday’s open. The G7 announced a…
#1 Power Grid Stock Right Now
A note from our friends at MarketWise(ad) Dear Reader, I’m writing to share our #1 stock to buy right now…
A Dormant Copper Mine Reawakens
A note from our friends at Resource Stock Digest(ad) At a time when copper demand is growing, a long-dormant copper…
Elon Musk to Trigger Next AI Wave on November 11th?
October 3, 2026 Bonus Content: Drone Networks Are Replacing Medical Couriers. The Rulebook Isn’t Finished Yet. A note from our…
Last Call for Next Elon Musk Boom
October 3, 2026 Bonus Content: Paying 61% More Per Square Foot to Be Next Door to a Runway A note…
Apple and Nvidia Are Minting Cash While Rivals Borrow
The 10-year Treasury yield hit 5.23% last Friday, its highest level since 2007. On Thursday it briefly touched 5.34%, a…
Runway Real Estate Is the Hottest Bet in Logistics
October 2, 2026 E-commerce volumes are straining cargo hubs, and runway-adjacent land is scarce. The air cargo industry has a…
Buffett’s final bet
A note from our friends at MarketWise(ad) Editor’s Note: For nearly two decades, Whitney Tilson managed money for wealthy investors…