China’s 50.1 PMI Won’t Buy Gold Jewelry Next Week
China’s factory sector crossed back above 50 this morning for the first time in two...
The McDonald’s Secret
September 30, 2026 Bonus Content: Who Owns Uniper Matters for Every Metal Smelter in Europe...
RTX’s $20.7 Billion AMRAAM Win Is Mostly Unfunded
Raytheon’s landmark missile contract is big, but the money comes later.
Fifty tonnes of rock worth carrying down a mountain by hand
September 30, 2026 Bonus Content: Two Chilean Copper Mines Are Heading for Strikes. Copper Is...
Dell’s $95 Billion AI Backlog: The Good News Is Priced In
DELL is up about 359% this year. Morgan Stanley raised its bull case to $756. The stock trades above the…
When the RBA, Fed, and ECB All Hike Together, Gold Pays
Gold is trading near $4,143 per ounce this morning, a seven-week low. The proximate cause...
Can you check these 3 boxes?
September 29, 2026 Bonus Content: Eaton Just Paid €810M to Get Ahead of a Switchgear...
Yanbu Is Burning Again. Here Is Who Wins and Who Pays.
With Brent near $107 and Saudi Arabia's Red Sea outlet now contested, the Yanbu strike reshuffles winners and losers across…
SpaceX Is 34% Off Its High. This Morning Changes That.
Flight 14 tries orbit today, and a call spread defines risk.
World’s Largest Copper Mine Is Shut
September 28, 2026 Escondida’s safety-driven closure removes roughly 3,500 tonnes of copper a day from...