The water trade is live, and it is not waiting for consensus. On June 3, water authorities in Arizona, California,…
Silicon Beats Graphite. The Nov. 10 Deadline Is the Trade.
October 13, 2026 China’s graphite export-control suspension ends Nov. 10, 2026. Amprius just raised 2026 guidance to at least $140…
5 Urgent Steps to Take Now
October 13, 2026 Bonus Content: JPMorgan, Goldman, Wells Fargo, Citi: Who Wins at 5.24%? A note from our friends at…
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October 13, 2026 Bonus Content: Five Big Banks Report Tuesday. The 5.24% Treasury Yield Changes Everything. A note from our…
$300B in Stablecoins Has Never Faced a Real Crisis
The FSB’s warning to the G20 raises questions stablecoin holders should ask issuers before the rules harden.
The One Commodity Nations and Corporations Can’t Live Without
October 13, 2026 Bonus Content: Oil Is at $106 Ahead of the CPI. Here Is What Traders Need to Decide.…
Bitcoin is 30% cheaper than last October
October 13, 2026 Bonus Content: Oil Is Up 70% in a Year. OPEC’s Report Won’t Explain Why Its Barrels Aren’t…
Amazon Is Paying $7 Billion for Decart. Two Other Buyers Already Said No.
The full-acquisition structure signals a regulatory strategy.
Brent Fell to $103 on a Ceasefire Russia Never Confirmed
Brent crude opened Monday near $103, down roughly 1.3% from Friday’s close, and WTI slipped about 1.4% to around $90.55…
ELON AND TRUMP V. CALIFORNIA (Act by Dec 8th)
October 12, 2026 Bonus Content: TSMC’s 2027 Capex Is the Only Figure That Matters Thursday A note from our friends…