Constellation’s Running Reactors Are Worth More Than Any SMR Promise
Google's 20-year uprate deal shows the scarce asset is a plant already on the grid.
Your book is inside
October 24, 2026 Bonus Content: Five Central Banks in Three Days Will Tell Gold’s Next...
Brent at $116 Has Already Paid Energy Investors. The Next Leg Is Harder to Collect.
Brent crude settled at $116.72 Friday, its highest close since June 2022, after Brent futures...
Your Name on Every Digital Dollar You Buy
October 24, 2026 Bonus Content: Microsoft, Alphabet, Amazon, and Intel Report in 48 Hours. The...
Anthropic Grew Revenue 250% in Nine Months. Its IPO Meets a Market Repricing AI Risk.
Anthropic’s November debut follows a spike in CoreWeave’s credit stress
Japan Inflation Cleared 2%. December Is the Yen Carry Risk.
The BoJ likely holds Oct. 29-30, but economists now skew to a December hike, and the consequences for US rates…
Newmont’s Record Quarter Looks Different at $4,000 Gold
The timing is almost theatrical. Hours after Newmont posted the most profitable quarter in the...
Complimentary Insights
October 23, 2026 Bonus Content: The Yen Just Hit a Five-Week High. Gold Investors Should...
ConocoPhillips Is Up 56% This Year. November 5 Could Push It Further.
With energy leading the S&P 500 over the past month, COP's 12.2 MTPA LNG book and 45% cash return commitment…
Silver-Gold Discovery Takes Shape
October 23, 2026 Bonus Content: UK Inflation at 3.5% Is Doing More Damage Than the...