October 12, 2026 Bonus Content: TSMC’s 2027 Capex Is the Only Figure That Matters Thursday A note from our friends…
Category: Newsletters
You Protected Your Home. What About Your Savings?
October 12, 2026 Bonus Content: Diesel Hit a Record $117.92 Crack While Crude Barely Moved. Here Is the Trade. A…
Copy this trade on SPX
October 12, 2026 Bonus Content: AI Is Doubling Spectrum Capacity. The Stocks Feeling It First. A note from our friends…
This high yielding “gold annuity” is starting to move…
October 11, 2026 Bonus Content: Sodium-Ion Hits the U.S. Grid. The LFP Cost Floor Cracks. A note from our friends…
Oracle’s $664 Billion Backlog Has a Pipeline Problem
Oracle is sitting on the largest contracted backlog in enterprise software history. It is also trucking natural gas through the…
Houthis Hit Riyadh’s Airport
October 11, 2026 Trump’s no-strike-on-Iran pledge was supposed to cap crude through the midterms Traders who positioned around Trump’s pre-midterm…
They Can Now Track and Freeze Your Savings – Legally
A note from our friends at Priority Gold_SS(ad) The Part of Your Retirement Nobody Can Switch Off Accounts get frozen…
Most investors won’t see this gold move coming
A note from our friends at Reagan Gold Group_SS(ad) Gold is already setting records in 2026 and a growing number…
Elon just asked for 1M satellites
October 11, 2026 Bonus Content: Russian Diesel Is Coming. What It Actually Does to Refining Margins. A note from our…
Elon pays this company. Every time.
October 10, 2026 Bonus Content: Old Oil Wells Are Powering AI Data Centers A note from our friends at Behind…