The only U.S. nickel mine they can’t ignore
A note from our friends at The Oxford Club(ad) Dear reader, Most investors wait for the government press conference. I…
The 10-Year Treasury Hit 5.365%. Here Is Where the Dow Goes Next.
Fed minutes signaled another hike could come this year. Now small caps, banks, and utilities face a reckoning at multi-decade yield highs.
IBM Lost $31B in a Day Over COBOL. The Winners Are Still Getting Paid.
October 7, 2026 The market panicked over who owns the tool. It missed who owns the backlog. In February 2026,…
Ciena’s $8.5 Billion Backlog Makes the 150% Run Look Earned
Three straight sessions of gains, record results, and AI-driven demand that competitors cannot fully replicate, but the valuation demands respect.
Monday Mornings Just Got Interesting
A note from our friends at Stocks to Trade(ad) You won’t believe what I’ve been seeing almost every Monday at…
Nebius Surged 9% on a Deal With No Price Tag. Options Say Sell the Pop.
The market gave Nebius a 9% day on Tuesday for acquiring a startup founded in January. No price was disclosed.…
Trump Opens Farm Diesel to Highway Use. Here’s What It Means for Refiners and Truckers.
The executive order defers the 24.4-cent federal excise tax through December 31, but the fine print limits how much prices will actually move.
Factories Are Listening to Their Machines. The Savings Are Real.
Acoustic sensors can spot bearing trouble early, and ROI is clearer.
BlackRock and Vanguard already own THIS
October 6, 2026 Bonus Content: The FTC Put a Cloud-Shaped Target on Microsoft, Google, and Amazon A note from our…
Japan’s Giant Pension Fund Skipped Its Bond Decision. The 30-Year Treasury Is Still Paying Attention.
GPIF passed on allocation talk in September, cooling a JGB flow thesis. But the long end of Treasuries is still under pressure.