India’s 5.54% Inflation Has the RBI Cornered
October 13, 2026 Food inflation hit 7.74%, the rupee is near record lows, and Brent is above $100. Indian equities…
Category: Newsletters
The election story hiding an Anthropic opportunity
October 13, 2026 Bonus Content: Dairy Farms Are Sitting on a Gas Mine. The Developer Is Keeping Most of It.…
Top 10 Stocks to Buy This Quarter << Download Now
October 13, 2026 Bonus Content: Monte dei Paschi Shareholders Have 16 Days to Choose A note from our friends at…
These Elon suppliers soared as high as 6,695%. Is this one next?
October 13, 2026 Bonus Content: Refiners Are Minting Money on Diesel. Can It Last? A note from our friends at…
The EU-China Hybrid Deal Looks Better for BYD Than for Volkswagen
All year, investors have circled one question about European autos: has trade conflict with China peaked? Friday’s agreement between EU…
Your book is inside
A note from our friends at Tradewins(ad) Ian Cooper here… Alert! If you still haven’t saved your copy of “The…
The fireworks went off just before noon…
October 12, 2026 Bonus Content: A Solar Airship Just Crossed the Pacific. Now Comes the Hard Part. A note from…
LVMH Reports Tomorrow. China’s Verdict Is In.
October 11, 2026 Golden Week spending just hit a four-year low. Tonight we find out what that means for luxury.…
Fly Private for $169? The Secret Travel Writers Swear By
A note from our friends at The Agora Companies(ad) Dear Reader, Imagine showing up to the airport just 20 minutes…
I Wouldn’t Wait on This One
October 11, 2026 Bonus Content: The Junk Bond Market Is Splitting in Two. One Half Is Sounding the Alarm. A…