The Iran War Has Taken $770 From Every U.S. Household
September 9, 2026 With diesel near a record $5.90 a gallon and August CPI due Friday, the fuel bill is…
Oracle Reports Tomorrow. A $638 Billion Backlog Says the Selloff Is Misreading the Risk.
The stock is down nearly 20% in 2026 over capex fear. Wednesday’s Q1 earnings could determine whether that discount is opportunity or warning.
The AI Boom Is About to Hit a Wall
September 9, 2026 Bonus Content: WaFd Shareholders Will Own Less of EverBank Than You Think A note from our friends…
The Iran War Has Taken $770 From Every U.S. Household
With diesel near a record $5.90 a gallon and August CPI due Friday, the fuel bill is reshaping where Americans shop and what they buy.
This Forgotten Metal May Be AI’s Next Bottleneck
September 8, 2026 Bonus Content: AMD Now Earns 46 Cents of Every Dollar Spent on Server Chips A note from…
The SEC Is Suing ISS Over Proxy Voting Data
September 8, 2026 A subpoena fight could reshape how big index funds vote on pay and boards. Every time BlackRock…
Tradeweb Processed $61 Trillion in August. Bond Chaos Is Its Business.
When yields swing and portfolios reposition, Tradeweb collects a fee on every trade, and August’s data shows how durable that model is.
Patent No. US 11,291,508 B2 exposes Elon’s next venture
September 8, 2026 Bonus Content: British Gilts at 28-Year Highs. Collecting or Caught? A note from our friends at The…
SoftBank Is Borrowing From Japanese Households for OpenAI
A record ¥1 trillion retail bond at 4.75% shows how Son is funding a giant AI bet.
This Quiet Company Has More Than One Card to Play
September 8, 2026 Bonus Content: Goldman’s 26% Asia Upside Call Is Korea and Taiwan A note from our friends at…