The Hidden Deal Behind The Iran War
August 18, 2026 Two Miners to Own. One to Avoid. Featured: Two Miners to Own. One to Avoid. Sponsored Dear Reader,…
August 18, 2026
Two Miners to Own. One to Avoid.
Agnico Eagle and Kinross just posted record cash flow. Newmont is shrinking while costs rise.
BIDU: What the Options Already Knew
August 18, 2026 BIDU: What the Options Already Knew Volatility was elevated well before Tuesday’s print. The signal was worth…
7 presidents. One date on the calendar.
August 18, 2026 HD Beat. The Real Money Is Still Frozen. Featured: HD Beat. The Real Money Is Still Frozen. Sponsored…
Trump Threatens a Gulf Mediator. Read the Refiner Trade.
Brent jumped to about $90.9 on the Oman threat. The real question is what risk premium survives a deal, and what that means for refiners.