Silver at $67 Is Up 63% in a Year and Still Pulling Away From Gold
A weak dollar, the U.S.-Iran conflict, and industrial demand are doing three different jobs at once, and traders need to decide which one they trust.
The #1 stock to buy BEFORE the next big IPO
September 9, 2026 Bonus Content: Netflix Raised UK Ad-Tier Prices 33%. Now the Stock Has to Prove It. A note…
Brent at $101 Won’t Fall Until After November. Here’s the Trade.
Trump just told the market that $100-plus oil has a two-month minimum runway. Energy, defense, and tanker names are where that trade lives.
Snowflake Is Up 22% This Week. Here Is Why It Has More Room.
Three straight quarters of accelerating growth and a raised full-year guide have Wall Street racing to price in SNOW. The valuation is the only argument left against it.
The Opportunity Hiding Before the Assembly Line
September 8, 2026 Bonus Content: Google’s AI Search Is Growing. The Margin Question Isn’t Answered. A note from our friends…
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.
China’s Import Miss Tells Traders More Than the $119bn Surplus
Copper flows and aluminium exports frame positioning into the Sept. 24 Trump-Xi summit.
Revealed: Elon’s Coming AI Disruption
September 8, 2026 Bonus Content: UBS Says Buy the Dip Into Two Fed Hikes. Which Calls Hold Up? A note…
SoftBank’s 20% share surge bets everything on OpenAI
A record ¥1 trillion retail bond priced last week. Savers fund Son’s AI bet.
Canada’s 50% Counter-Tariffs Land Tuesday. Here Is How to Rotate Before the Open.
Ottawa’s counter-tariffs go live at 12:01 a.m. Tuesday, splitting U.S. industrials into clear winners and losers before U.S. markets reopen.