Three Treasury auctions and a doubling of long-end buybacks converge in four days, making foreign demand the only number that…
Gold Near $4,500 Is Reading the Bond Market
September 7, 2026 Three Treasury auctions and a doubling of long-end buybacks converge in four days The U.S. long-bond market…
Seoul Just Paid 4.6% for GPT-6 Astra’s Memory Order. New York Opens Tuesday.
September 7, 2026 Seoul Just Paid 4.6% for GPT-6 Astra’s Memory Order. Foreign and institutional investors poured roughly 5.2 trillion…
This Company Just Had Its Best Year Ever
September 7, 2026 Bonus Content: China’s $119bn Trade Surplus Is About One Thing: AI Chips A note from our friends…
The biggest trading breakthrough I’ve ever come across
September 7, 2026 Bonus Content: No Fed Cut Until 2027. Here’s What That Costs Your Book Now. A note from…
OPEC+ Froze October Oil Output at 31.01M Barrels. Q4 Is Wide Open.
The first pause in six months removes a near-term supply overhang, but the group said nothing about November or December,…
Warren Buffett Preparing for Imminent AI Meltdown?
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…