The Trump memecoin contest is back (my take)
A note from our friends at Crypto 101(ad) Dear Investor, The Trump memecoin is running another contest. Hold enough of…
Brent at $110 Rewards Tankers, Not Producers. Here Is Why.
October 17, 2026 When oil spikes on a shipping-risk premium rather than demand, the equity winners are not who most…
Saudi Arabia Is Pumping More Oil. Brent Near $110 Says the Market Isn’t Convinced.
Supply is rebounding fast, but crude is trading the risk, not the barrels.
Four Days That Cracked the AI Trade Open
A hotter CPI, $1.64T chip losses, and a cyclical rotation set up the worst week in two months.
A surprising “AI Retirement” idea from a former WSJ reporter
October 16, 2026 Bonus Content: IonQ’s $2 Billion Deal Has a Tell. The Warrants Are It. A note from our…
Schwab Posted Its Best Quarter Ever. Then the Stock Fell 4%.
Record revenue, record client assets, a 29% jump in adjusted EPS, and the market focused on the three words management used about guidance.
COP Reports November 5. Perovskite Is the Subtext.
On October 6, researchers at UNSW Sydney and Chinese module maker UtmoLight set a certified large-scale perovskite efficiency record that…
Nvidia’s China Revenue Has Nearly Vanished. The Model Still Needs Explaining.
IDC data shows the loss. Investors still need to know how much the forward outlook quietly depends on China returning.
Are you reading the AI boom completely wrong?
A note from our friends at Weiss Ratings(ad) Dear Reader, A lot of investors are looking at the AI boom…
Bending Spoons Rose 45% as Tech Slid. Why Berkshire Bought More
With $930 million committed since July, Berkshire is betting on a Milan roll-up built to turn subscriptions into cash, not chase the AI trade.