The EU-China Hybrid Deal Looks Better for BYD Than for Volkswagen
All year, investors have circled one question about European autos: has trade conflict with China peaked? Friday’s agreement between EU…
Your book is inside
A note from our friends at Tradewins(ad) Ian Cooper here… Alert! If you still haven’t saved your copy of “The…
The fireworks went off just before noon…
October 12, 2026 Bonus Content: A Solar Airship Just Crossed the Pacific. Now Comes the Hard Part. A note from…
Dangote’s Refinery IPO Closes Tomorrow. Valero and Marathon Should Pay Attention.
Africa’s biggest listing prices into a record diesel market — and the Lekki complex is already shipping product to Europe.
The Junk Bond Market Is Splitting in Two. One Half Is Sounding the Alarm.
CCC spreads just hit their widest since 2022 while the rest of high yield sits quietly near 3.1%. Credit desks disagree on what that gap means.
LVMH Reports Tomorrow. China’s Verdict Is In.
October 11, 2026 Golden Week spending just hit a four-year low. Tonight we find out what that means for luxury.…
Fly Private for $169? The Secret Travel Writers Swear By
A note from our friends at The Agora Companies(ad) Dear Reader, Imagine showing up to the airport just 20 minutes…
I Wouldn’t Wait on This One
October 11, 2026 Bonus Content: The Junk Bond Market Is Splitting in Two. One Half Is Sounding the Alarm. A…
TikTok’s Ad Dollars Just Got Kicked Out of Meta. Snap and Pinterest Are First in Line.
Meta’s ByteDance ad ban raises a reallocation question, and one challenger looks better positioned than the other.
Apple Cut iPhone 18 Pro Orders. Now Comes the Fight Over Who Eats the Loss.
The question inside technology funds this week is not whether Apple is selling fewer iPhone 18 Pros than expected. The…