Gold and Silver Are Up Big This Year. Bitcoin Is Going the Other Way.
September 10, 2026 Falling bitcoin prices and ETF outflows are settling the debate about which...
Qualcomm Has Two Hyperscaler Customers. The Math Still Needs to Work.
AWS is a genuine win, but Qualcomm must scale from about $0.3B to $15B in data center revenue as handsets…
Copper Is Back in the Spotlight for a Reason
September 9, 2026 Bonus Content: Lowe’s Online Pro Portal Is Now Its Sharpest Weapon A...
The $1.1T Question
September 9, 2026 Bonus Content: Novartis Lost $30 Billion in Two Failures. What Was at...
Expedia and Booking’s Big Drop Is Not About Fuel Costs
When travel sells off with no company news, crude is hitting demand next.
The Iran War Is Rewriting August CPI. Gold Is Watching.
September 9, 2026 A $101.1 billion fuel bill and $5.90 diesel collide with Friday’s CPI,...
Samsung and SK Hynix Are Collecting a Toll on Phones
HBM4’s three-to-one wafer trade-off is tightening DRAM supply
The Copper Race Is Coming Back to North America
September 8, 2026 Bonus Content: Mastercard Is Killing the Password at Checkout A note from...
Mar-a-Lago Bombshell
September 8, 2026 Bonus Content: Norway Put a $80 Billion Number on Shrinking Treasury Exposure...
UBS Says Buy the Dip Into Two Fed Hikes. Which Calls Hold Up?
Friday’s August CPI could flip the forecast. Before it lands, stress-test each piece of UBS’s playbook.