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…
Adobe’s New CEO Inherits a Creative Cloud Crisis
Adobe slid about 6.5% Friday. Here is what the Sept. 10 earnings report must show to change the conversation.
Homebuilders Just Got Hit From Three Directions at Once
September 5, 2026 Construction spending at a three-year low, mortgage rates closing in on 7%, and Builders FirstSource ejected from…
Memory Stocks Just Rallied Into a Rate Hike. That Is a Signal Worth Reading.
September 5, 2026 Memory Stocks Just Rallied Into a Rate Hike. SanDisk, KLA, and Micron surged Friday even as a…
Jeff Brown: How to access a Musk-backed AI startup before its IPO
September 4, 2026 Bonus Content: Micron Is at $1.1 Trillion. The Math to $2 Trillion Is Tight. A note from…