A Credit Note Just Did What No Earnings Miss Could: Price the AI Software Trade
Until last week, traders tracking the AI unwind had a reasonably tidy story: semiconductors were...
Every American Should Unlock Their IRA/401(k) in 2026
A note from our friends at Goldco(ad) Every American Should Unlock Their IRA/401k In 2026...
Undiscovered Sub-$1 Gold-Silver Royalty Stock Takes Flight
October 18, 2026 Bonus Content: Japan Called 160 a Red Line. The Yen Has Tested...
Ukraine’s $78 Billion 2027 Gap Is Now Europe’s Budget Problem
Belgium’s veto leaves defence stocks and EU bond markets as Monday’s pressure valves.
GM’s Trucks Face a $101 Oil Test Tuesday
Strip out Q1’s tariff benefit and the question is whether full-size trucks can still carry GM’s margins.
Short Sellers Pocketed $32 Billion as Chip Stocks Fell Eight Days Straight
Eight straight down sessions. A 15.7% decline from the October 6 close. Contrarian traders amassed...
60 minutes of market exposure. $500 in target side income
A note from our friends at Media Pub(ad) For a while now, I’ve been showing...
Act on Musk’s prediction before November 11
October 17, 2026 Bonus Content: Character.AI Went from $2.7 Billion to $20 Million. Here Is...
Meta’s Self-Funded Balance Sheet Faces Its Biggest Test
On Oct. 21, allocators see if Meta’s ad engine can fund a $200 billion AI buildout.
The IEA Is Almost Out of Emergency Oil. Washington Wants More.
With 330 million barrels already released and Brent near $105, the question is what happens if Hormuz gets worse.