A server CPU shortage, a Terafab tie-up with SpaceX and Tesla, and a stock still below its June peak make…
Category: Business
Goldman’s 26% Asia Upside Call Is Korea and Taiwan
Before buying Asia ex-Japan on Goldman’s 1,120 target, see how much is Korea, Taiwan, and AI memory chips.
Gold Near $4,500 Is Reading the Bond Market. This Week Tells Us If It’s Right.
Three Treasury auctions and a doubling of long-end buybacks converge in four days, making foreign demand the only number that…
Chevron’s $7 Billion Venezuela Bet Works Even If Oil Falls
With costs near $20 a barrel and output aimed at 600,000 bpd by 2031, Chevron is building an earnings driver…
Five Prints in Six Days: How to Trade the Data Gauntlet Into the September FOMC
The benchmark revision resets every assumption entering the most consequential data week of the year.
Watch the Peso, the CAD, and the Rails
Mexico is negotiating its way out of tariffs while Canada retaliates with C$27.6B. Two very different outcomes are now in…
Steel Long, Truckers Short: The Jan. 1 Trade Is Already Open
Trump’s Jan. 1, 2027 Canada auto and steel tariff opens a dated, asymmetric pair: domestic mills on one side, cross-border…
The Treasury Lit the Fuse. Bitcoin Did the Rest.
Three separate catalysts converged this week to produce Bitcoin's strongest weekly gain since March 2023. Only one of them is…
Crypto, Chips, and Off-Price Retail
Three of this week's biggest moves share one thread: the market is still deciding what each story is actually worth.
Five Dividend Fortresses for an Uncertain Market
When recession odds are debated and gold is near record highs, these five companies keep writing checks regardless of what…