A BOJ Rate Hike Threatens Japan’s Appetite for US Treasuries
Markets must price the Fed on Sept. 16 and the BOJ on Sept. 18, and the bigger risk sits in the bond market, not the yen.
Google Found Its Nuclear Power. NuScale Still Can’t Find a Customer.
September 12, 2026 Google Found Its Nuclear Power A 22-year Finnish reactor deal and a brutal UBS downgrade Two pieces…
Eli Lilly Is Turning Its Obesity Billions Into a New Company
GLP-1 cash flow is funding bone health, endometriosis research, and a global pill rollout, a masterclass in converting one franchise into many.
Monday Could Change Everything for You
September 11, 2026 Bonus Content: Campbell’s Cut Its Dividend 36%. Now Comes the Harder Question. A note from our friends…
Copart Is Spending $1.9 Billion to Own the Full Life of Every Car
Its biggest acquisition buys data and pricing intelligence. Does that extend the compounding runway?
Chip Sales Flashed a Warning, but KLA Says the Cycle Is Fine
September 11, 2026 SIA shows July chip sales rose, while UBS sees memory volatility. Here’s how investors are reconciling them.…
The one-page filter for smarter options trades
September 10, 2026 Bonus Content: Anthropic Is Spending $135 Billion It Hasn’t Borrowed Yet A note from our friends at…
Chip Sales Flashed a Warning, but KLA Says the Cycle Is Fine
SIA shows July chip sales rose, while UBS sees memory volatility. Here’s how investors are reconciling them.
Brent Shoots Above $101
September 10, 2026 Ukraine’s strike adds a different supply risk than US-Iran tensions, and the market is treating them as…
Apple’s iPhone Duo Costs $1,999. Who Pays the Memory Bill?
Apple held the Duo at $1,999, then leaned on the storage ladder. The December quarter is the test.