This corner of the market is producing big winners again
October 15, 2026 Bonus Content: Beijing Gets IMF Cover to Go Bigger. Will It? A note from our friends at…
Vistra Got a $4.2 Billion Federal Loan and Then Fell 6.5%. That Gap Is the Trade.
Twenty-year nuclear deals with Meta and AWS, a $4.2 billion DOE loan commitment, and a stock about 30% off its all-time high. The disconnect between the business and the price is striking.
Both bought a house in the 1920s
October 15, 2026 Bonus Content: Nvidia’s China Revenue Has Nearly Vanished. The Model Still Needs Explaining. A note from our…
Jeff Bezos will be on his knees
October 14, 2026 Bonus Content: The IMF Just Put Private Credit and AI in the Same Warning A note from…
China’s Inflation Is Back
October 14, 2026 A widening gap between producer and consumer prices is squeezing manufacturers For years, China’s factory-gate deflation was…
Stocks Are Buying Every Fed Dip. A Hot CPI Could End That.
With Brent at $106 and September CPI landing at 8:30, equities face the one scenario Williams’s dovish signal cannot survive.
ASML Cannot Build Fast Enough. That Is the Case.
A blowout Q3, guidance raised again, and demand seen through 2028.
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October 13, 2026 Bonus Content: The Laser Inside the Switch Is Now the Investment A note from our friends at…
Spinning Steel Is the New Server Room Security Guard
AI load volatility is pushing grids and data centers toward flywheels
India’s 5.54% Inflation Has the RBI Cornered
October 13, 2026 Food inflation hit 7.74%, the rupee is near record lows, and Brent is above $100. Indian equities…