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…
Michigan Sentiment Is 2.8 Points From Its All-Time Low
With Brent above $105 and pump prices at an October record, this morning’s release carries more rate-policy weight than a…
A Dormant Copper Mine Reawakens
October 9, 2026 Bonus Content: Brent Hit $105 on Iran Tanker Attacks. Here Is the Full Cross-Asset Picture. A note…
17 million acres. You don’t know the name.
October 9, 2026 Bonus Content: Silicon Anodes Just Got $1.7B in Contracts and Pentagon Money A note from our friends…