Oracle’s Real Debt Problem Is Off the Balance Sheet
The $129 billion in bonds is visible. The $248 billion in future data-center leases is not, and that distinction is where the actual risk lives.
Oracle Equity and Bond Investors Are at War. Wednesday Is the Verdict.
The question sitting at the center of institutional investment committee rooms this week is not whether AI infrastructure spending is…
Place this quick trade before 10 AM, then go grab coffee
October 24, 2026 Bonus Content: The Cloud Revenue Growth Rate Is the Only Thing That Can Justify $730 Billion A…
Wall Street bracing for revaluation in just…
October 24, 2026 Bonus Content: China’s CSI 300 Is in a Bear Market. The Plenum Won’t Change What Matters. A…
Five Central Banks in Three Days: Why Lagarde Matters Most
RBNZ, BoC, Fed, ECB and BoJ crowd the week, but Lagarde’s answers on France and energy look likeliest to move markets.
American Airlines Is the Cleanest Short in a Sector Under Siege
Four U.S. carriers have cut 2026 guidance on fuel. With Brent at $113 and no hedges, airlines are where energy profits go to die.
Newmont Mined Gold at $1,454. Spot Just Hit $3,987.
The debate inside every commodities desk this morning is not whether gold is broken. It is whether the drop below…
Your book is inside
A note from our friends at Tradewins(ad) Blane Markham here, with an alert! If you still haven’t saved your copy…
Dalio: We’re in a Debt Death Spiral
October 23, 2026 Bonus Content: OpenAI’s $1.25 Trillion Price Tag Tests AI Valuations A note from our friends at Decentralized…
Spotify’s Margins Keep Growing. That Changes the Case.
With 306 million paying subscribers and €3.2B in trailing free cash flow, Spotify is starting to look less like a growth bet and more like a compounding business.