October 15, 2026 Bonus Content: Bitcoin Fell 3% Overnight. Ether Traders Paid Most of the Bill. A note from our…
The silver trade cooled. One drill rig did not.
October 15, 2026 Bonus Content: Australia Lost 39,300 Jobs in September. RBA November Call Clouds A note from our friends…
Quiet Drone Deal Changes Everything Before Oct. 29
October 14, 2026 CAT’s Skycatch acquisition closes a mapping gap For years the knock on Caterpillar’s autonomous mining ambitions was…
Hot CPI. The October Decision Just Reopened.
October 14, 2026 Core beat for the second straight month. Stocks sold off, yields spiked, and hike odds jumped to…
China’s 5% Factory Inflation May Now Hit Global Prices
A 4.1-point gap between producer and consumer prices hints at rising export price pressure.
Just Checking In
October 14, 2026 Bonus Content: Goldman CEO Says He Isn’t Going Anywhere A note from our friends at Profits Run(ad)…
Bezos has an Elon problem
October 14, 2026 Bonus Content: Old PLC Firmware Is the Door Hackers Will Use First A note from our friends…
China’s Export Surge Has a January Problem
September’s 36.3% jump put the surplus on pace for $1T-plus, but how much demand vanishes when the tariff truce expires.
The pesticide transition Wall Street may be missing
October 13, 2026 Bonus Content: Old PLC Firmware Is the Door Hackers Will Use First A note from our friends…
The AI boom has a silver side investors aren’t watching.
October 13, 2026 Bonus Content: Vertical Farms Are Becoming Power Suppliers. The Heat Is Why. A note from our friends…