GE Aerospace Is 19% Off Its Peak. Monday Will Say Why.
A $210 billion backlog, defense revenue up 20%, and supply friction in focus.
2026
Anthropic’s Borrowing Costs Keep Rising. That Is the Real Problem.
The headline number from Friday night’s Financial Times report is $60 billion. The number that...
Nothing Leaves Your Account. That Is the Trick.
A note from our friends at Priority Gold_SS(ad) If you already accept where the dollar...
The tiny morning crawl that would have produced $529 before lunch
October 17, 2026 Bonus Content: The G20 Broke Down in Bangkok. Central Banks Are Buying...
Brent Hit $110. Airlines and Tankers Face Opposite Fates.
At least nine ships attacked near Hormuz since Sunday, an Indian-crewed crude tanker hit Friday, and Trump’s Pickaxe Mountain warning…
GE Vernova Lands a Major Off-Grid AI Power Deal
Venture Global's frame agreements for up to sixteen 720 MW units put GEV in the middle of a power build-out…
SpaceX ‘Dark Energy’ Replaces Foreign Oil
October 16, 2026 Bonus Content: Greenland Minerals Could Chip Away at China’s Rare-Earth Hold A...
The IEA Is Almost Out of Emergency Oil. Washington Wants More.
With 330 million barrels already released and Brent near $105, the question is what happens if Hormuz gets worse.
One Trade. One Weekend. One Big Result.
October 15, 2026 Bonus Content: RTX Won a Space Force Radar Upgrade Contract A note...
Gold Dipped. Bitcoin Lost $1 Billion.
Wednesday’s September CPI report was the same for every asset class: the U.S. Bureau of...