September 5, 2026 Citadel’s move from trading barrels to owning them could signal US shale is underpriced,...
Month: September 2026
Brazil’s rally is real, but for U.S. investors the currency does as much work as the index.
September 4, 2026 Bonus Content: Tesla’s Cybercab Is Real. 45 Cars Is Not a Fleet. A note...
The EPC Power deal loads the spinoff with high-margin, high-growth power conversion assets before it trades on...
September 4, 2026 One Trump Sentence Could Erase $15 from Oil. Brent sits near $95 as Trump...
The president's ultimatum to the Fed puts traders inside a three-way collision between White House pressure, Warsh's...
September 3, 2026 Bonus Content: CrowdStrike’s 97% YTD Gain Hit a Wall. Now the Debate Starts. A...
The Orinoco Belt holds staggering reserves and costs below $20 a barrel. It also sits on top...
September 3, 2026 A multibillion-dollar stake from a key counterparty raises hard questions. When a supplier takes...
TSLA has surged about 7% this morning ahead of the Austin event, but Morgan Stanley’s sell-off warning...
