Bitcoin Fell to $77K. The ETF Outflow Tells You Why.
A single session drained $643 million from US spot bitcoin funds, reversing four days of inflows as crypto sold off…
Politics
Meta Is Spending More Than It Earns. The Stock Still Looks Cheap.
A $1.6T company with negative free cash flow and a 22x forward multiple raises a question the earnings beat did…
Oil Refiners Have Tripled in 2026. Brent at $116 Changes It.
After three straight weeks of crude gains and XLE at a record, energy splits into two bets.
Silence Therapeutics Just Showed What a Western RNA Platform Is Worth
Beijing moved to wall off Chinese siRNA platforms as Merck KGaA paid a 130% premium for a London-listed one
Ukraine’s $78 Billion 2027 Gap Is Now Europe’s Budget Problem
Belgium’s veto leaves defence stocks and EU bond markets as Monday’s pressure valves.
Volta’s $3.7 Billion GPU Loan Has No Bank Behind It
JPMorgan and Goldman walking away from the chip tranche is a credit-market verdict on AI collateral that equity investors have…
Tesla Reports October 21. The Number That Will Move the Stock Is Not EPS.
Deliveries beat. Automotive margins are the real problem. And Goldman says the Cybercab update matters more than the quarterly financials.
Iran Strikes Are Back on the Table. Brent Isn’t There Yet.
Trump’s “very soon” warning raises energy risk as tanker incidents mount.
UK Growth and Jobs Data Arrive With 30-Year Gilts at a 28-Year High
August GDP on Oct. 15, labour market on Oct. 20. Bailey speaks Oct. 8.
Alphabet Gained Ground as the AI Trade Fell Apart
OpenAI’s revenue reset rattled the sector, while Google says Gemini is used at nearly 90% of the Fortune 100.