Japan’s Stock Market Crashed 6%. The Yen Barely Moved.
When the currency refuses to follow the selloff, that is a signal worth reading carefully.
2026
Europe Was Supposed to Be the Refuge. It Lasted 48 Hours.
The diversification argument for European equities died quickly this week. For roughly two trading days...
Washington’s Gold Is Worth a Trillion.
November 6, 2026 Bonus Content: Treasuries Rallied Thursday. Gold Barely Moved. That Gap Has a...
One Jobs Number Will Reset Rates and the Dollar by Noon
With the 2-year at 4.46% and December hike odds near 69%, October payrolls carry more weight than any report in…
Buy Nvidia? See this AI Forecast…
November 6, 2026 Bonus Content: Gold Dropped to $4,044 With Stocks and Bitcoin. Here Is...
Nintendo Made More Money by Selling Less Stuff
November 5, 2026 Software margins and a one-time U.S. tariff refund are doing the work...
SMCI’s Cheap P/E Hides a Bigger Problem
Supermicro’s stock looks cheap until one buyer drives 44% of revenue and 49% of receivables.
AI CEO Issues Code Red: Prepare for Meltdown
November 5, 2026 Bonus Content: Celsius Reports Q3 Today. This Has Nothing to Do With...
Toyota Keeps Being Right About Hybrids. The Stock Doesn’t Care.
With 9.7 million vehicles targeted and hybrids at 15.9%, the market still prices Toyota like a commodity automaker.
They promised 9 million ounces… they delivered 3 million
November 5, 2026 Bonus Content: Copper’s Inventory Signal Is Echoing Gold’s Message A note from...