With the RBI’s Oct. 5-7 meeting in focus, India bulls may need a rethink.
Zero Trust Is Now a Budget Line That Cannot Be Cut
Corporate IT budgets get squeezed every cycle. Zero trust does not. The distinction matters for traders sizing positions in cybersecurity…
100% Drug Tariffs Hit the Rest of Pharma at Midnight Tuesday
Tuesday’s 12:01 a.m. ET deadline is not a continuation of July’s tariff story. It is a separate event, aimed at…
Trading Legend Correctly Tells Public Not to Buy SPCX
A note from our friends at Banyan Hill Publishing(ad) Dear Reader, In the days leading up to June 12, one…
The Greatest Stock Story Ever?
A note from our friends at The Oxford Club(ad) Dear Reader, I had to share this with you today. It’s…
Lilly Tightens Its Diabetes Grip. Onswik Seals It.
With FDA clearance of a once-weekly insulin, Lilly now pairs GLP-1s, basal insulin, and an oral pill in one unmatched…
Do this before November 3
A note from our friends at Brownstone Research(ad) Do this before November 3 For the last 78 years, one thing…
Rise of the… Petroyuan?
A note from our friends at Golden Portfolio(ad) I’ve spent my career studying gold cycles – and what just happened…
Xi Left Washington With a Truce Extension. Monday’s Trade Paper Is the Real Test.
Agriculture and tariff-exposed importers are braced for upbeat text. Rare earths and Iran could complicate the read.
The Steel Box Gatekeeping Trillions in Grid Spending
September 26, 2026 Switchgear lead times now exceed 60 weeks, transformer waits stretch to four years The conversation about the…