Washington Gave Beijing Two Months. That’s a Warning.
September 24, 2026 Bessent’s short Busan extension keeps pressure on China until Jan. 10. The only confirmed deliverable from the…
Category: Newsletters
Massive Gains Without AI
September 24, 2026 Bonus Content: Google Just Lost Its Right to Own the First Screen A note from our friends…
ELON AND TRUMP V. CALIFORNIA (Act by Sept 25th)
September 24, 2026 Bonus Content: OpenAI Breached an Australian Medicare Site. Who Pays? A note from our friends at Paradigm…
Meta’s Muse Already Broke the Market. The Harder Question Is Whether It Breaks These Businesses.
On Tuesday, a single app chart reshuffled $100 billion in implied market value before the closing bell. The S&P 500…
Grid Crisis Threatens Crash 62 Times Worse Than Great Depression
September 23, 2026 Bonus Content: Nvidia’s Multiple Has Collapsed. The Market Is Betting Huang Is Wrong. A note from our…
Meta Jumped 11% on Muse. Wall Street Is Split on What Comes Next.
The investment committee conversation this morning starts with a simple fact and a harder question. Meta shares jumped to $741,…
Every Time Musk Needs a Company, He Buys It
September 22, 2026 Bonus Content: AMD, Arm, and Intel Reset the AI Trade A note from our friends at Behind…
Copper is at Record Highs: Don’t Miss This Small-Cap
September 22, 2026 Bonus Content: The Rare Earth Sticking Point That Could Sink Thursday’s Summit A note from our friends…
Nvidia Is Now the Trump Administration’s AI Policy Desk
September 21, 2026 The policy risk that AI bulls haven’t priced is the one sitting inside the White House. The…
AI Investors Should Get Ready for a BIG Surprise
September 21, 2026 Bonus Content: The Merz Trade Is Cracking. Bunds Have Not Noticed Yet. A note from our friends…