Cleveland-Cliffs Has the Right Tailwinds and the Wrong Balance Sheet
CLF and Steel Dynamics report Monday. The trade moat is real. The question is whether CLF can survive long enough to collect on it.
Day: October 17, 2026
OpenAI’s Legal Problem Is Now Microsoft’s and Google’s Too
The lawsuits themselves name only OpenAI. But investors in Microsoft, Alphabet, and Anthropic should read the complaints filed October 14,…
Let me show you a daily tactic I’ve used for 2 years running
A note from our friends at Media Pub(ad) Most traders have never noticed the weird market anomaly that happens at…
Amazon’s newest robot can do what most can’t
October 17, 2026 Bonus Content: Character.AI Filed for Bankruptcy. Lawsuits, Not Costs. A note from our friends at The Oxford…
The Chip Trade Is Unwinding. Here Is Where It Stops.
Eight straight losses, a 21% VIX surge, and software joining the rout tell a specific story about which crowded positions still have room to fall.