Boeing Got a Record Order and Still Can’t Keep Up
Two numbers landed in the same week and they point in opposite directions. On November...
The Shocking Truth about the AI Bubble
A note from our friends at The Oxford Club(ad) The Shocking Truth about the AI...
monday.com Reports Into the Quarter It Warned About
With 16-17% growth guided, today's Q3 report tests AI credits
150 years ago, they built a secret Europe…
A note from our friends at The Agora Companies(ad) Back in the 1860s, settlers from...
Nu Holdings’ Loan Book Is What Thursday’s Report Is Really About
With MELI punished 12% for margin compression last week, Nu's credit quality numbers will decide whether LatAm growth stocks can…
Barrick Reports Monday Into Gold’s Worst Drawdown in a Decade
When Barrick Mining (NYSE: B) releases third-quarter results Monday morning, analysts will scan the headline...
Gold can’t be printed, frozen, or inflated away
A note from our friends at American Alternative Assets_FBD(ad) The U.S. national debt recently crossed...
Elon Musk: This Could be 180 Times Bigger than SpaceX IPO
November 8, 2026 Bonus Content: Honda’s EV Reset Puts Auto PGM Demand Back in Focus...
China’s Factory Prices Are Now the World’s Problem
A 5.3% PPI forecast Monday reframes Tuesday’s US inflation report
OpenAI Closed at $1.25 Trillion. Oracle and CoreWeave Open the Day in Its Shadow.
The first tranche landed Friday at a price $150 billion below the original ask, and that gap is what matters…