The Copper Race Is Coming Back to North America
September 10, 2026 Bonus Content: Silver Hit $67. Now Comes the Harder Question. A note from our friends at i2i…
Year: 2026
Meta’s Muse Can Negotiate and Check Out. Now Prove It Widens the Moat.
Shipping an agent that acts beats talking about one, but distribution alone does not turn a $30 trillion estimate into durable earnings.
Major-Company-Funded Drilling at This Sub-$1 Copper-Gold Explorer
September 9, 2026 Bonus Content: Pfizer Is Spending Its Way Past a $17 Billion Patent Cliff A note from our…
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.