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…
Palantir Fell 5.8% in a Day and Got It All Back the Next
September 4, 2026 The 48-hour round trip after Google’s Fairwind launch showed how little a single-session scare often means for…
Citadel Is Buying Oil Wells. Here Is What the Price Tag Reveals.
Ken Griffin spent years trading energy on paper. Now Citadel wants the barrels themselves, and the reason tells investors something urgent about American oil.
162,000 Jobs Just Reopened the Fed’s Comfort Zone
August’s sector detail is where the real rate-hike argument lives.
SpaceX S-1’s most overlooked position
September 4, 2026 Bonus Content: NetApp Reports Tonight. Dell Already Told You What to Expect. A note from our friends…