October 14, 2026 The One AI Stock That Could Thrive Under Trump’s Tariffs Bonus Content: The IMF Says Private Credit…
Category: Newsletters
Did you see what Elon did in September?
October 13, 2026 Bonus Content: Landfill Methane Is Becoming Ship Fuel. Here Is Who Profits. A note from our friends…
There’s something strange about the Anthropic IPO
October 13, 2026 Bonus Content: Lab Results in 10 Minutes. The Race to Own Desktop Blood Testing. A note from…
The Colorado River MOU Just Opened a $58B Water Market
The water trade is live, and it is not waiting for consensus. On June 3, water authorities in Arizona, California,…
Silicon Beats Graphite. The Nov. 10 Deadline Is the Trade.
October 13, 2026 China’s graphite export-control suspension ends Nov. 10, 2026. Amprius just raised 2026 guidance to at least $140…
5 Urgent Steps to Take Now
October 13, 2026 Bonus Content: JPMorgan, Goldman, Wells Fargo, Citi: Who Wins at 5.24%? A note from our friends at…
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October 13, 2026 Bonus Content: Five Big Banks Report Tuesday. The 5.24% Treasury Yield Changes Everything. A note from our…
The One Commodity Nations and Corporations Can’t Live Without
October 13, 2026 Bonus Content: Oil Is at $106 Ahead of the CPI. Here Is What Traders Need to Decide.…
Bitcoin is 30% cheaper than last October
October 13, 2026 Bonus Content: Oil Is Up 70% in a Year. OPEC’s Report Won’t Explain Why Its Barrels Aren’t…
Brent Fell to $103 on a Ceasefire Russia Never Confirmed
Brent crude opened Monday near $103, down roughly 1.3% from Friday’s close, and WTI slipped about 1.4% to around $90.55…