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…
Chipotle’s HEEP Kitchen Gear Pays for Itself at Lunch
Two to four freed labor hours per day, redeployed to the line, is the clearest path back toward 27% restaurant margins.
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…
Coal Just Hit a Demand Record. The Stocks Still Trade Like It’s Dying.
The IEA’s Hormuz-driven forecast reversal raises a hard question: are thermal coal producers still being priced as run-off assets?
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)…
Duolingo Told Citi Its Revenue Slowdown Is Intentional
At the Global TMT Conference, von Ahn framed the DAU race to 100 million as the only metric that matters right now.
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…
BlackRock’s $26 Billion Private Credit Fund Keeps Turning Investors Away. The Real Question Is Why.
Three straight quarters of gating at the HPS Corporate Lending Fund has opened a debate: orderly queue or early warning on floating-rate debt?
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…
A BOJ Rate Hike Threatens Japan’s Appetite for US Treasuries
Markets must price the Fed on Sept. 16 and the BOJ on Sept. 18, and the bigger risk sits in the bond market, not the yen.