Why Isn’t This Better Known?
September 6, 2026 Bonus Content: Jane Street Pledged Its Crusoe Contract as Collateral Before It Was Public A note from…
Category: Newsletters
Homebuilders Are Cheap. That Doesn’t Mean They’re a Buy.
September 5, 2026 Three data points landed this week that define housing’s key debate: is the sector bottoming, or starting…
410 new millionaires a day?
September 4, 2026 Bonus Content: Bitcoin Touched $82,000. Then Payrolls Hit. A note from our friends at The Oxford Club(ad)…
Nvidia Paid 86x Revenue for Hugging Face
September 4, 2026 Portfolio managers who own NVDA need to decide if Jensen Huang just secured a software moat The…
Rule Out Every Source but One
September 4, 2026 Bonus Content: Broadcom’s $16.7 Billion AI Quarter Wasn’t Enough. Ask Why. A note from our friends at…
Microsoft Put a Dollar Figure on Azure. Now the Cloud Race Looks Different.
September 3, 2026 Microsoft Broke a 10-Year Habit on Azure At $29.4bn a quarter, Azure is bigger than many modeled,…
The COMEX 90-to-1 paper-to-metal ratio
September 3, 2026 Bonus Content: China Is Alone at the G20. Now Markets Must Price the Fallout. A note from…
Which Asian Markets Are Exposed Right Now
September 2, 2026 Korea faces an AI demand shock. India faces an oil bill. Neither is 1997. The surface reading…
One More Crank and We Can No Longer Go Back
September 1, 2026 Bonus Content: Your Mortgage Isn’t Waiting for the Fed A note from our friends at MarketWise(ad) Editor’s…
Gen Z Avoids Credit Cards and Still Ends Up in Debt
September 1, 2026 They ditched credit cards and found BNPL. Same debt, different label. The conventional read on Gen Z…