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Bessent Told Congress He’s Buying Long Bonds. The Market Isn’t Convinced.
Bessent Told Congress He’s Buying Long Bonds. The Market Isn’t Convinced.
Copper is at Record Highs: Don’t Miss This Small-Cap
Waymo Is Taking Its Driverless Taxis to Tokyo
China’s Factories Are Running Hot. Its Consumers Are Not. That Gap Is the Fed’s Problem.
Dead Airlines Are the New Training Sets
Newsletters

Dead Airlines Are the New Training Sets

August 18, 2026 Dead Airlines Are the New Training Sets Google’s $10 million Spirit buy is a preview of how…

August 18, 2026
MercadoLibre Just Crossed $10 Billion. The Credit Engine Is the Real Story.
Business

MercadoLibre Just Crossed $10 Billion. The Credit Engine Is the Real Story.

A 50% revenue surge, 89 million active buyers, and a $16.4 billion credit portfolio growing at 75% year-over-year: MELI’s flywheel is running faster than its stock price reflects.

August 18, 2026
BABA Reports Thursday. The Qwen Monetization Flip Is the Test.
Newsletters

BABA Reports Thursday. The Qwen Monetization Flip Is the Test.

Alibaba is expected to report its June-quarter results (Q1 FY27) before the U.S. open on Thursday, August 20, though the…

August 18, 2026
Anthropic’s $65B Signal
Newsletters

Anthropic’s $65B Signal

August 17, 2026 Anthropic’s $65B Signal You cannot buy Anthropic yet. You can own the capacity trade. Sponsored The Tech…

August 18, 2026
The $7M Daily Clock Is Now the Trade
Top News

The $7M Daily Clock Is Now the Trade

Arb desks price a 70% close. The ticking fee, a March trial, and a CNN divestiture gambit decide this.

August 17, 2026
The Hormuz Deal Is Not a Reopening
Top News

The Hormuz Deal Is Not a Reopening

Iran and Oman agreed on a shipping map. The fee buried inside it could change the oil trade permanently.

August 17, 2026
The Bank Trade Is Back. The Risk Never Left
Newsletters

The Bank Trade Is Back. The Risk Never Left

August 16, 2026 The Bank Trade Is Back. The Risk Never Left Margins are finding a floor, regulators are rewriting…

August 17, 2026
The Fed Is Not the Bond Market’s Biggest Problem
Money

The Fed Is Not the Bond Market’s Biggest Problem

A $29 trillion borrowing wall, a BOJ poised to hike in September, and synchronized fiscal expansion across NATO are pushing global yields higher with or without Washington.

August 16, 2026
This $29.97 Book Is Yours Free Today
Newsletters

This $29.97 Book Is Yours Free Today

August 16, 2026 The Hormuz Deal Is Not a Reopening Featured: The Hormuz Deal Is Not a Reopening Sponsored My accountant…

August 16, 2026
$4 Gas in Mid-August. It Has Never Happened Before.
Politics

$4 Gas in Mid-August. It Has Never Happened Before.

The refiner trade is the cheapest seat at the most expensive pump in recorded history.

August 16, 2026

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Recent Posts

  • Bessent Told Congress He’s Buying Long Bonds. The Market Isn’t Convinced.
  • Bessent Told Congress He’s Buying Long Bonds. The Market Isn’t Convinced.
  • Copper is at Record Highs: Don’t Miss This Small-Cap
  • Waymo Is Taking Its Driverless Taxis to Tokyo
  • China’s Factories Are Running Hot. Its Consumers Are Not. That Gap Is the Fed’s Problem.
  • UK Payrolls Fell at the Fastest Pace in Nine Months. The BoE Votes Thursday.
  • Whitney Tilson: The Election Isn’t the Real Story

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