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Copper is at Record Highs: Don’t Miss This Small-Cap
Waymo Is Taking Its Driverless Taxis to Tokyo
China’s Factories Are Running Hot. Its Consumers Are Not. That Gap Is the Fed’s Problem.
UK Payrolls Fell at the Fastest Pace in Nine Months. The BoE Votes Thursday.
Whitney Tilson: The Election Isn’t the Real Story
Copper is at Record Highs: Don’t Miss This Small-Cap
Newsletters

Copper is at Record Highs: Don’t Miss This Small-Cap

September 15, 2026 Bonus Content: BrightSpring’s Balance Sheet Is Now the Story A note from our friends at Resource Stock…

September 16, 2026
Waymo Is Taking Its Driverless Taxis to Tokyo
Business

Waymo Is Taking Its Driverless Taxis to Tokyo

Tokyo is the first proof Waymo’s model can cross a border. Ask what that franchise is worth to Alphabet over a decade.

September 15, 2026
China’s Factories Are Running Hot. Its Consumers Are Not. That Gap Is the Fed’s Problem.
Newsletters

China’s Factories Are Running Hot. Its Consumers Are Not. That Gap Is the Fed’s Problem.

The numbers arrived at 0200 GMT this morning, and they told two completely different stories about the same economy. Sponsored…

September 15, 2026
UK Payrolls Fell at the Fastest Pace in Nine Months. The BoE Votes Thursday.
Top News

UK Payrolls Fell at the Fastest Pace in Nine Months. The BoE Votes Thursday.

Weak jobs data lands a day before August CPI, complicating a decision where three MPC members already want to hike.

September 15, 2026
Whitney Tilson: The Election Isn’t the Real Story
Newsletters

Whitney Tilson: The Election Isn’t the Real Story

September 15, 2026 Bonus Content: Netflix Is Using Cloud Games to Plug Its Biggest Revenue Leak A note from our…

September 15, 2026
Chipotle’s HEEP Kitchen Gear Pays for Itself at Lunch
Politics

Chipotle’s HEEP Kitchen Gear Pays for Itself at Lunch

Two to four freed labor hours per day, redeployed to the line, is the clearest path back toward 27% restaurant margins.

September 14, 2026
Coal Just Hit a Demand Record. The Stocks Still Trade Like It’s Dying.
Newsletters

Coal Just Hit a Demand Record. The Stocks Still Trade Like It’s Dying.

The Strait of Hormuz carries almost no coal. That is precisely what makes this week’s IEA finding so striking. Sponsored…

September 14, 2026
Coal Just Hit a Demand Record. The Stocks Still Trade Like It’s Dying.
Top News

Coal Just Hit a Demand Record. The Stocks Still Trade Like It’s Dying.

The IEA’s Hormuz-driven forecast reversal raises a hard question: are thermal coal producers still being priced as run-off assets?

September 14, 2026
80% “Dow Drop” Predicted – Former Pentagon Economic Advisor
Newsletters

80% “Dow Drop” Predicted – Former Pentagon Economic Advisor

September 14, 2026 Bonus Content: QatarEnergy Is Buying U.S. LNG Through 2031 A note from our friends at Paradigm Press(ad)…

September 14, 2026
Duolingo Told Citi Its Revenue Slowdown Is Intentional
Top News

Duolingo Told Citi Its Revenue Slowdown Is Intentional

At the Global TMT Conference, von Ahn framed the DAU race to 100 million as the only metric that matters right now.

September 13, 2026

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Recent Posts

  • Copper is at Record Highs: Don’t Miss This Small-Cap
  • Waymo Is Taking Its Driverless Taxis to Tokyo
  • China’s Factories Are Running Hot. Its Consumers Are Not. That Gap Is the Fed’s Problem.
  • UK Payrolls Fell at the Fastest Pace in Nine Months. The BoE Votes Thursday.
  • Whitney Tilson: The Election Isn’t the Real Story
  • Chipotle’s HEEP Kitchen Gear Pays for Itself at Lunch
  • Coal Just Hit a Demand Record. The Stocks Still Trade Like It’s Dying.

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