A Dormant Copper Mine Reawakens
October 17, 2026 Bonus Content: Saudi Arabia Is Pumping Again. The Oil Rally Is About Ships. A note from our…
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.
J.B. Hunt’s Margin Problem Is Now the Only Story
Revenue jumped 20% in Q3 2026. Profits barely moved. The 2027 bid season is the last clear chance to fix the gap.
CoreWeave’s Bonds Price In Distress. The Stock Disagrees
A 15% one-day stock drop and bond yields near 16% tell one story. A $104B backlog and a $141 Wall Street target tell another. One is wrong.
10-20 Percent Market Hit Now Expected
October 15, 2026 Bonus Content: Southern Company’s $81B Bet Has a Superconductor Problem It Hasn’t Solved A note from our…
Vistra Got a $4.2 Billion Federal Loan and Then Fell 6.5%. That Gap Is the Trade.
Twenty-year nuclear deals with Meta and AWS, a $4.2 billion DOE loan commitment, and a stock about 30% off its all-time high. The disconnect between the business and the price is striking.
Prologis Reports Q3 With £14B Deal and 5.8GW Power Pipeline
The warehouse REIT is also a key AI-infrastructure landlord, and today’s call will show whether both bets are holding.
Act on Musk’s prediction before November 11
A note from our friends at Brownstone Research(ad) Dear Reader, Elon Musk just made a shocking prediction. He said 99%…
CPI at 0.6% With Brent at $106 Tests Williams
The 2s/10s, the dollar, and equities hinge on whether inflation backs the Fed’s path.
China’s Factory Costs Hit a Four-Year High. Consumers Aren’t Paying for It.
A widening gap between producer and consumer prices is squeezing manufacturers and complicating Beijing’s next policy move.