Monday’s Oval Office announcement had every element of a market-moving event: President Trump at the center, Commerce Secretary Howard Lutnick…
One Inflation Number Could Reset the October Rate Hike Debate
The bond market is sitting at generational extremes, the dollar is at its strongest level since April 2025, and the…
Why are these people so angry?
September 30, 2026 Bonus Content: The White House AI Accord Is a Cost Floor. Only Six Set It. A note…
Exclusive: Wall Street legend’s new way to profit from AI
September 30, 2026 Bonus Content: GPT-6.1 Astra Is Grounded. The Chip Trade Just Repriced a New Kind of Risk. A…
Goldman’s Corner Office Is Changing. The Investment Case Isn’t.
Record earnings, a growing dividend, and a seasoned successor make Goldman’s succession story a non-event for patient capital.
A prospect that shipped rock three times, then went silent
September 30, 2026 Bonus Content: China’s Factories Just Crossed Back Into Growth. The Real Trade Plays Out Offshore. A note…
What If the Gold-Silver Isn’t Over?
September 30, 2026 Bonus Content: Oil’s War Premium Is Draining. Here’s the Trade Traders Are Missing. A note from our…
Lindt Slashes Its 2026 Growth Outlook. Europe Is the Problem.
A second guidance cut since March points to weaker European demand, not cocoa.
Saudi Oil Tanks Burn at Yanbu. Brent at $107 Is the Opening Move.
Satellite imagery confirmed it before the European open: crude storage infrastructure at Yanbu’s Al-Mu’ajiz terminal was visibly burning after strikes…
Scheduled Losses (Yes, Scheduled)
A note from our friends at Profits Run(ad) There are two kinds of losses in trading. The first kind is…