Crypto as the Marginal Buyer of U.S. Debt
Bessent’s Treasury twist swaps duration risk for rollover risk. The question is whether that trade is more stable, or just…
The Lithium Recovery Was Always a Loan
August 26, 2026 JPMorgan’s ALB cut shows how fast Q2 euphoria fades when spot prices...
Rebuild the Multiple Before You Judge the Guide
Intuit's FY27 adjusted EPS of $22.88 to $23.12 is not the number the Street was modeling. It never could be.
Tapping into a $2.1 trillion total addressable market
August 25, 2026 Bonus Content: Central Banks Are Cutting Treasuries and Adding Gold Sponsored In...
The Bond Market Has Already Voted on AVGO. Sept. 2 Is the Recount.
Equity holders have nine days to demand answers on guarantees, leases, and backstops that credit markets are already pricing as…
The Buyback That Blinked
August 24, 2026 Bessent’s buyback boost faded fast. The 30-year is back near 5.3%. Warsh...
MP Materials Has a Price Floor. Is It a Business?
China’s rare-earth export-control suspension ends Nov. 10, 2026. The real question is whether Washington’s $110/kg floor is durable policy or…
Millionaire Warns ‘Get Out While There’s Still Time’
August 24, 2026 The $40T Signal Gold Is Reading Correctly Featured: The $40T Signal Gold Is...
Sentiment at 51, Spending Still Standing. Pick Your Side.
Two consumer data points this week tell opposite stories. The PCE on Friday decides which one the market believes.
IAMGOLD’s Reversal
August 24, 2026 IAMGOLD’s $1B Reversal Côté hit nameplate, net debt flipped to net cash,...