October 13, 2026 Bonus Content: Stablecoins Haven’t Faced a Real Crisis, Regulators Warn A note from our friends at Media…
NatWest Walks Away From the Bond Market at Its Most Expensive in 24 Years
The bank's exit from US and European primary dealing raises a harder question: who fills the gap when government debt…
Brent Dipped to $103. If the Ceasefire Holds, the Fed Has a Problem.
Read Sunday’s Truth Social post as domestic inflation policy, not foreign policy. There was no word from Moscow on the…
Hormuz choked off… Oil prices soar.
October 12, 2026 Bonus Content: Amazon Is Paying $7 Billion for Decart. Two Other Buyers Already Said No. A note…
The obscure metal every part of AI needs
October 12, 2026 Bonus Content: TSMC’s Price Hike Is Squeezing Nvidia and AMD. Thursday Shows Who Pays Next. A note…
Copy this trade on SPX
October 12, 2026 Bonus Content: China’s sCO2 Turbines Are Running. The U.S. Is Permitting. A note from our friends at…
Amazon Needs Decart to Make Its Own Chips Worth Buying
A reported $7 billion Decart deal is really about selling Trainium.
Way to Make Money on 9 out of 10 Trades
October 11, 2026 Bonus Content: Flocean One Is Producing Water. The Cost Math Has Changed. A note from our friends…
Bitcoin Is Stuck Near $83K While Corporations Keep Buying
Bitcoin is trading near $83,000 this weekend, rejected from the $86,000–$90,000 resistance zone after failing to hold a recent push…
Brazil’s Stock Market Is at a Record. How to Trade Next.
With Flávio Bolsonaro leading 52-48 in Datafolha valid votes and Oct. 25 nearing, the Ibovespa and the real have already…