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...
October 2026
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...
Nvidia’s China Revenue Has Nearly Vanished. The Model Still Needs Explaining.
IDC data shows the loss. Investors still need to know how much the forward outlook quietly depends on China returning.