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…
Constellation Energy Is Down About 14% This Year. Google Changed the Math.
A 20-year, 890-megawatt nuclear deal with Alphabet brings $4.3B of upgrades and long-term contracted revenue.
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…
Data Centers Are Being Canceled at a Record Pace. Here Is Who Pays.
With $260 billion in US projects killed this year, the AI capex trade is showing its first real crack.
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…