Washington’s $2.9B Antimony Signal
September 8, 2026 Bonus Content: Apple’s Wearables Are a $32B Business Going Nowhere. Smart Glasses Could Change That. A note…
2026
Watch where the sneaky insider money is going right now
September 8, 2026 Bonus Content: Beijing Put $54 Billion Into Its Banks. The Stocks Fell. A note from our friends…
UK Gilts Near 6%: The Bond Market Is Writing the Budget
30-year gilt yields at a 28-year high have already consumed roughly half of Healey’s fiscal room, and the OBR has not locked its window yet.
Jaguar Land Rover Is Cutting 4,000 Jobs
September 8, 2026 Jaguar Land Rover Is Cutting 4,000 Jobs. The £1.7bn plan targets a 300,000-unit break-even. Are shares cheap…
Micron’s Taiwan Workers Want 15% of Profit. Sept. 30 Matters.
A labor dispute investors treat as headline risk may be a structural cost story that outlasts this earnings cycle.
113% Before 10 AM
September 8, 2026 Bonus Content: ZIM Shareholders Approved $35. Israel Has Not. Here Is What the Spread Tells You. A…
Trump’s next equity target may be hiding near $5
September 7, 2026 Bonus Content: Macy’s Land Is Worth More Than Wall Street Thinks. RH Needs a Housing Thaw to…
GM Is the Auto Trade to Watch as Washington Moves to Lock Out China
A congressional push to ban Chinese connected vehicles reshapes the field, and one Detroit name is better placed to gain.
Descartes Gets Paid When the Tariff Map Changes. It Changes Monday.
September 7, 2026 Descartes Gets Paid When the Tariff Map Changes. With Canada’s new duties live Monday, copper filing rules…
I Wouldn’t Wait on This One
September 7, 2026 Bonus Content: Copart’s US Business Is Shrinking. Is the Rest Worth Paying For? A note from our…