UK Growth and Jobs Data Arrive With 30-Year Gilts at a 28-Year High
August GDP on Oct. 15, labour market on Oct. 20. Bailey speaks Oct. 8.
China’s Trade Data Lands Wednesday
October 11, 2026 Chinese exporters are racing the January 10 tariff deadline China’s Trade Numbers...
The only U.S. nickel mine they can’t ignore
A note from our friends at The Oxford Club(ad) Dear reader, Most investors wait for...
United Airlines Took a $6 Billion Fuel Hit. It Still Beat.
Premium demand is doing what most carriers called impossible. October 20 is the test.
Done by 10 AM. Here’s how.
October 10, 2026 Bonus Content: Slingshot and LeoLabs Are Cornering the LEO Safety Market A...
The September CPI Could Lock In a December Rate Hike
October 10, 2026 With the 10-year at 5.24% and Warsh speaking Oct. 16, Wednesday’s CPI...
SpaceX Just Bought Spectrum. Tower Stocks Are the Trade.
An $8 billion spectrum deal made SpaceX a potential new tenant, and AMT reports in 17 days.
Govt pouring billions into this AI stock
October 10, 2026 Bonus Content: Mortgage Rates Hit 7.40%: Homebuilders Price In Pain A note...
Homebuilders and Mortgage REITs Have Further to Fall
With the 30-year fixed at 7.40% and the 10-year at 5.24%, the sector's technical damage points to more downside, not…
Here’s Why Trump Won’t End The Iran War
A note from our friends at Banyan Hill Publishing(ad) Dear Reader, They declared a ceasefire!...