Steel Wins, Industrials Bleed: Ottawa’s Tariff Escalation
Canada’s tiered counter-tariffs on C$27.6B of U.S. goods go live Sept. 8. Here is where the money moves.
Gold Shock coming September 30th
September 7, 2026 Bonus Content: Descartes Reports Thursday. Canada’s Tariffs Hit Monday. Guidance Moves This Stock. A note from our…
100% Drug Tariffs Hit Non-Deal Pharma Importers in 22 Days
September 7, 2026 September 29 is the second and final cliff for importers outside the MFN framework, and Q4 guidance…
Citi Just Scrapped All 2026 Rate Cuts. Small Caps and REITs Are Paying for It.
With a September 17-18 hike now the odds-on call, the 2027 easing trade needs a hard reset.
Zcash Passed $1,000. The Short Sellers Paid for It.
A Grayscale spot ETF, forced liquidations, and a top-ten market cap while Bitcoin sits stuck near $79,900.
Wall Street Has a Blunt New Name for What’s Happening to the Dollar
September 6, 2026 Bonus Content: Copper Pulled Back From Its Record High. Supply Math Hasn’t Changed. A note from our…
The FSB Just Named Frontier AI a Systemic Risk. Index Protection Is Cheap.
September 6, 2026 The FSB Just Named Frontier AI a Systemic Risk With the VIX near 14 and two stocks…
Diesel at $5.82 Is Minting Money for Refiners and Draining It from Truckers
The diesel crack spread hit a record $108 intraday. Here is which side of that trade you want to be on.
Kroger’s Q2 Results Could Tell You Who Pays for Beef Inflation
With Tyson warning of a $625 million to $775 million beef loss and the August CPI due the same morning, Kroger’s Sept. 11 report is a key grocery read.
Macroeconomic Strategist just took a position in a sub-$5 small-cap
September 5, 2026 Bonus Content: Chewy Reports Tuesday With 27% Already Gone. The 10% Move Is Just the Beginning. A…