The Floor Under $4,400 Gold Is Not Iran
Central banks bought a Q2 record 289 tonnes as prices fell. That structural bid is what matters now.
August 12, 2026
Iran War: What I Was Told in That Private Meeting
August 12, 2026 IBM’s Worst Day in 40 Years Featured: IBM’s Worst Day in 40 Years Sponsored A note from Banyan…
Is CoreWeave a Bargain or Just Beaten Up?
August 12, 2026 Is CoreWeave Cheap or Just Beaten Up? How to separate a genuine AI infrastructure bargain from a…
Terafab Is Not a Building. It Is a Supply Chain Argument.
SpaceX and Tesla committed $16.8 billion to phase one of a 100-million-square-foot chip megafactory in Grimes County, Texas. The $119 billion ceiling gets the headlines. The execution gap is where the real trade lives.
Bizarre backstory on Elon Musk?
August 12, 2026 SMCI Guided Up to $72B. The Cash Flow Hole Is Real. Featured: SMCI Guided Up to $72B. The…