China’s suspension of enhanced end-user verification measures affecting certain graphite-related exports is scheduled to run out on November 27, 2026.…
Neuromorphic Chips Are Winning Real Contracts. Here Is What the Numbers Say.
The neuromorphic chip story just crossed a line that most traders have not yet noticed: it moved from conference demos…
UK Gilts Are Telling the World’s Bond Markets What’s Next
The 30-year gilt at 6.036% and the US 10-year at 5.24% are moving together, and the October 28 Budget is…
MILLIONAIRE MASTERCLASS INVITE: Altucher
October 10, 2026 Bonus Content: The FAR Clock Is Ticking. PQC Vendors Are Cashing In. A note from our friends…
Did Trump just Turbocharge the “29% Account”?
October 10, 2026 Bonus Content: Inflation Rises Wednesday. Here Is What Traders Need to Know A note from our friends…
ASML’s $13.2 Billion Quarter Is Not the Point
Wednesday’s bookings figure is the key read on 2027 AI chip capacity.
Ominous New Day in America (Get Ready for it)
October 10, 2026 Bonus Content: Delta’s Earnings Miss Puts Every U.S. Airline on Notice A note from our friends at…
The 10AM Window You Need
October 10, 2026 Bonus Content: Diesel Is the Real Risk From Hurricane Isaias. These Refiners Are the Trade. A note…
Moderna Hits a 4-Year High
October 9, 2026 Three catalysts converged Friday to push MRNA to $225. Only one of them will matter by month-end.…
Big Banks and CPI Are Coming
October 9, 2026 Columbus Day thins Monday trade. JPMorgan reports Tuesday at 7 a.m. ET. The S&P 500 closed Friday…