Ford Spends $1 Billion in Louisville. Its China Problem Remains.
The Kentucky Truck Plant investment is real capital behind real profits. The CATL licensing fight is a different question entirely.
September 2026
Hidden in the Mountains: America’s Next Atom Bomb Moment
September 14, 2026 Bonus Content: Coal Demand Hits a Record. The Stocks Are Still Priced for Decline. A note from…
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?
While everyone watched Iran, this huge bet dropped…
A note from our friends at Media Pub(ad) There might be no clear end in sight to the Iran war……
Soybeans Above $13, Diesel at a Record: Who Actually Profits?
September 13, 2026 Diesel at a Record: Who Actually Profits? The September WASDE tightened corn stocks and pushed $6-a-gallon diesel…
Anthropic’s October IPO Will Set the Price for Private AI
With OpenAI confirmed out until 2027, Anthropic is the only live read on what frontier AI is worth in public markets.
The Energy Story Near the Grand Canyon
September 13, 2026 Bonus Content: Chewy Beat Estimates, Raised Margin Guidance, Still Fell A note from our friends at Behind…
Eli Lilly Is Spending Its Obesity Billions on a Women’s Health Bet
GLP-1 cash flow is funding a new franchise in bone health and endometriosis, while the oral weight-loss pill Foundayo races toward a 2027 global rollout.
Major-Company-Funded Drilling at This Sub-$1 Copper-Gold Explorer
September 12, 2026 Bonus Content: Boston Scientific Pulled Guidance. What You Are Paying For. A note from our friends at…
Lennar’s Big Test Is Wednesday
September 12, 2026 Earnings drop 35%, mortgage rates at 6.76%, and shorts are circling. Here’s what to watch Wednesday. Hey…