China’s Factory Profits Just Handed EM Investors a Warning
September 28, 2026 What to do before Golden Week shuts mainland markets. This morning the National Bureau of Statistics in…
16 Days. They Said 64.
September 28, 2026 Bonus Content: Russia’s Sabotage Campaign Is Forcing Europe to Spend. Here’s Who Gets Paid. A note from…
Escondida Is Back Online, But a Strike Vote Could Shut It Again
BHP’s mine is resuming gradually while 1,000 supervisors vote on a contract their union urged them to reject.
America’s Emergency Oil Reserve Is 40% Full
September 27, 2026 Bonus Content: Retailers Are Dumping Overstocked Goods. Three Companies Profit From Every Pallet. A note from our…
Zscaler’s 9% Drop Is Selling Pressure Worth Selling Into
The CRO exit spooked traders, but the options premium that spiked on the news may be the real opportunity here.
Starbucks Is Closing 250 Stores. Is Niccol’s Turnaround Worth the Wait?
Brian Niccol’s second year at Starbucks ends the same way his first one did: with a wave of store closures…
Two Executive Orders Nobody Read
A note from our friends at Behind the Markets(ad) Dear Friend, On June 22, the President signed two executive orders…
Tanker Rates Are at a Record. Trump Rejected the Deal
With the ClarkSea Index at an all-time high and Hormuz still closed, the risk for FRO, DHT, and INSW sits on the diplomatic calendar.
…and it’s all noise
September 26, 2026 Bonus Content: Insurance Is Earning Record Profits While the Market Frets A note from our friends at…
Meta Near $2 Trillion Has a Security Problem Traders Cannot Ignore
Muse security flaw and spending math pulled Meta down 3.4% Friday, and $750 is the level that matters now.