Elon Won’t Like this Comparison
October 16, 2026 Bonus Content: European Stocks Are Beating the S&P 500. Is This Rotation Real? A note from our…
Indonesia Just Got Shown the EM Exit Door
Jakarta’s worst day since 1998 shows how little capital it takes to flee once the door appears.
Revealed: Musk’s 27-Year Plan to Reinvent Money (It’s About to Go LIVE)
October 15, 2026 Bonus Content: China’s Export Surge Has a January Problem A note from our friends at Banyan Hill…
CoreWeave Is Borrowing at 9% and Earning Less
October 15, 2026 The question isn’t whether the buildout is overbuilt. It’s whether it was overfinanced from the start. Sponsored…
Linde Supplies the Gas That Makes Concrete Repair Itself
The $8.1 billion sale-of-gas backlog gets attention. The bioconcrete supply chain beneath it does not.
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…