Core PCE and Yields: What One Decimal Point Does to TLT and the Dollar
Two numbers arrive at 8:30 AM ET today, and they do not carry equal weight....
RIP Tesla (Elon Just Confirmed the Unthinkable)
September 30, 2026 Bonus Content: Consumer Confidence Hit 81.9. Retail Stocks Barely Flinched. A note...
Copper Is Near Its Record. Chile May Close That Gap Today.
Escondida’s supervisors finish their strike ballot this morning as Centinela’s workers have already voted 98.73% in favor of a walkout,…
Record-High Copper Ignites District-Scale Discovery Below $2
A note from our friends at Resource Stock Digest(ad) As copper breaks records… capital is...
Boeing’s Cash Flow Bridge Just Got Longer
The FAA’s MAX 10 delay over a VNAV software issue raises 2027 delivery risk and complicates Boeing’s $10 billion free…
Boeing Lost Nearly $14 Billion in Market Value Monday
The lesson from Monday’s session had nothing to do with index math. It had everything...
Elon Musk about to Pop the AI Bubble?
September 29, 2026 Bonus Content: Hapag-Lloyd More Than Doubled Its Profit Forecast. Container Shipping Is...
The Obvious Play Is Never the Trade
September 29, 2026 Bonus Content: Bitcoin Got $2.4 Billion in a Week. It Still Fell....
Dell’s $95 Billion AI Backlog: The Good News Is Priced In
DELL is up about 359% this year. Morgan Stanley raised its bull case to $756. The stock trades above the…
The Bond Market Has Voted on AI. Equity Investors Disagree.
AI bonds now yield about 37 basis points more than the broad IG market. One of those markets is badly…