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…
Soybeans Near a Three-Year High. The Money Is in Processors
September 7, 2026 China’s 25-million-ton pledge is lifting prices. How to position ahead of Friday’s WASDE. November soybean futures ended…
Soybeans Near a Three-Year High. The Money Is in Processors
China’s 25-million-ton pledge is lifting prices. How to position ahead of Friday’s WASDE.
Why Isn’t This Better Known?
September 7, 2026 Bonus Content: A Chinese Car Ban Would Help GM and Ford. But EVs Are Already the Problem.…
What are you doing at 9:30?
September 7, 2026 Bonus Content: The 30-Year Treasury Is Paying 5.2%. Here Is What That Means for Your Portfolio. A…
Citi Just Scrapped All 2026 Rate Cuts. Small Caps and REITs Are Paying for It.
With a September 17-18 hike now the odds-on call, the 2027 easing trade needs a hard reset.