Coal Just Hit a Demand Record. The Stocks Still Trade Like It’s Dying.
The IEA’s Hormuz-driven forecast reversal raises a hard question: are thermal coal producers still being priced as run-off assets?
The IEA’s Hormuz-driven forecast reversal raises a hard question: are thermal coal producers still being priced as run-off assets?
September 14, 2026 Bonus Content: QatarEnergy Is Buying U.S. LNG Through 2031 A note from our friends at Paradigm Press(ad)…
At the Global TMT Conference, von Ahn framed the DAU race to 100 million as the only metric that matters right now.
The number that landed in a regulatory filing Friday is, on its face, encouraging. Investors in BlackRock’s HPS Corporate Lending…
Three straight quarters of gating at the HPS Corporate Lending Fund has opened a debate: orderly queue or early warning on floating-rate debt?
A note from our friends at MarketWise(ad) Editor’s Note: The Financial Times says, “the unimaginable is becoming imaginable”… and the…
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.
September 12, 2026 Google Found Its Nuclear Power A 22-year Finnish reactor deal and a brutal UBS downgrade Two pieces…
GLP-1 cash flow is funding bone health, endometriosis research, and a global pill rollout, a masterclass in converting one franchise into many.
September 11, 2026 Bonus Content: Campbell’s Cut Its Dividend 36%. Now Comes the Harder Question. A note from our friends…