Bessent Told Congress He’s Buying Long Bonds. The Market Isn’t Convinced.
September 16, 2026 Bessent Told Congress He’s Buying Long Bonds That tension is now central for fixed income investors. Sponsored…
Category: Newsletters
Copper is at Record Highs: Don’t Miss This Small-Cap
September 15, 2026 Bonus Content: BrightSpring’s Balance Sheet Is Now the Story A note from our friends at Resource Stock…
China’s Factories Are Running Hot. Its Consumers Are Not. That Gap Is the Fed’s Problem.
The numbers arrived at 0200 GMT this morning, and they told two completely different stories about the same economy. Sponsored…
Whitney Tilson: The Election Isn’t the Real Story
September 15, 2026 Bonus Content: Netflix Is Using Cloud Games to Plug Its Biggest Revenue Leak A note from our…
Coal Just Hit a Demand Record. The Stocks Still Trade Like It’s Dying.
The Strait of Hormuz carries almost no coal. That is precisely what makes this week’s IEA finding so striking. Sponsored…
80% “Dow Drop” Predicted – Former Pentagon Economic Advisor
September 14, 2026 Bonus Content: QatarEnergy Is Buying U.S. LNG Through 2031 A note from our friends at Paradigm Press(ad)…
BlackRock’s $26 Billion Private Credit Fund Keeps Turning Investors Away. The Real Question Is Why.
The number that landed in a regulatory filing Friday is, on its face, encouraging. Investors in BlackRock’s HPS Corporate Lending…
Is Your Wealth About to Be “Reset”?
A note from our friends at MarketWise(ad) Editor’s Note: The Financial Times says, “the unimaginable is becoming imaginable”… and the…
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…
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…