September 6, 2026 Bonus Content: One Number Decides the September Meeting. It Drops Friday. A note from our friends at…
The Dollar Just Lost Its Most Important Advantage
September 6, 2026 Bonus Content: The $19 Billion Signal Quant Trading Is Sending to AI A note from our friends…
Jabil Reports Sept. 24. Three Hyperscalers and $13.6B in AI Revenue Say Listen Closely.
Fiscal Q4 earnings are expected Sept. 24, and Jabil has raised its FY2026 AI revenue outlook to about $13.6B. The…
Copper’s Concentrate Crisis Is Now Structural
September 6, 2026 Spot TC/RCs hit -$126.80 per tonne. A single data point rewrote the copper supply chain at the…
Brent at $96, US Hits Iran Oil Tankers. Tuesday’s Open
September 6, 2026 Three Iranian crude carriers hit near Kharg Island after a Labor Day weekend. What energy traders need…
A nuclear reactor just crossed this line
September 6, 2026 Bonus Content: The Treasury Hits the Bond Market Wednesday. Watch What Happens. A note from our friends…
Whitney Tilson’s Latest Briefing: A Structural Shift Wider Than a Standard Market Drawdown
September 6, 2026 Bonus Content: Diesel at $5.85 Is Breaking Supply Chain Budgets A note from our friends at MarketWise(ad)…
Copper Near $6.60 With Three Supply Crises at Once
Congo's concentrate export ban, Chile down 9.4%, and TC/RCs at zero keep the squeeze tight for FCX and SCCO.
Traders, treat this message with the highest urgency
September 5, 2026 Bonus Content: Oil Hits $95 Before Sunday’s OPEC+ Decision. Here’s What Traders Need to Watch. A note…
Why Isn’t This Better Known?
September 5, 2026 Bonus Content: CEG Is Priced for Doubt. Its Contracts Tell a Different Story. A note from our…