Satellite imagery confirmed it before the European open: crude storage infrastructure at Yanbu’s Al-Mu’ajiz terminal was visibly burning after strikes…
Scheduled Losses (Yes, Scheduled)
A note from our friends at Profits Run(ad) There are two kinds of losses in trading. The first kind is…
Elon Musk’s AI Agent Could 70X Investors’ Money
A note from our friends at Brownstone Research(ad) Editor’s Note: Former tech executive Jeff Brown picked Nvidia in 2016. It’s…
Eaton Paid €810M for Factory Slots. That May Be the Point.
The COL Group deal is not about Italian switchgear. It is about who controls delivery slots when lead times run…
What If the Gold-Silver Isn’t Over?
September 29, 2026 Bonus Content: Mid-Cap Borrowers Are Running Out of Road to Dodge Debt Bills A note from our…
Record-High Copper Fuels This Below-$2 Discovery Stock
September 29, 2026 Bonus Content: Cell Towers Are Becoming Mini Data Centers. The Revenue Model Is Still Unpriced. A note…
Mirum’s Phase 3 Hepatitis Delta Data Drops Before the Bell
AZURE-1 topline results hit at 8:30 a.m. ET today, making MIRM a clean binary event
ServiceNow’s HR Agents Are Printing Cash
September 28, 2026 AI ACV crossed $1 billion in Q2 2026 Enterprise software is mid-rotation. The specific tools gutting back-office…
Trump Rejected Iran’s Hormuz Deal
September 28, 2026 Friday’s peace trade is unwinding fast Friday felt like a turning point. Oil slid, equities rallied, and…
How to Master the Retirement Trade
September 28, 2026 Bonus Content: America’s $1B Fuel Hit Just Got Worse. Here’s What Traders Need to Know. A note…