Newsletters

China’s $119bn Monthly Surplus Is a Warning, Not a Trophy

• Newsletters

China’s $119bn Monthly Surplus Is a Warning, Not a Trophy

Bull Bear Daily September 9, 2026

September 8, 2026 Exports jump while imports miss, weeks before a Trump-Xi meeting The headline number from...

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Urgent Briefing: Pre-IPO Opportunity

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Urgent Briefing: Pre-IPO Opportunity

Bull Bear Daily September 8, 2026

September 8, 2026 Bonus Content: UBS Now Expects Two Fed Rate Hikes. It’s Still Saying Buy Stocks....

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OPEC+ Stopped Pumping More Oil. The Real Question Is Whether It Can.

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OPEC+ Stopped Pumping More Oil. The Real Question Is Whether It Can.

Bull Bear Daily September 8, 2026

September 7, 2026 OPEC+ Stopped Pumping More Oil. After six straight monthly increases, the group froze October...

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Another Eerie Trump Prophecy is Coming True

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Another Eerie Trump Prophecy is Coming True

Bull Bear Daily September 7, 2026

September 7, 2026 Bonus Content: Germany’s AfD Just Won 44%. The Bond Market Barely Blinked. A note...

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Volkswagen’s 9% Margin Target Is Either the Trade of the Decade or a Number That Never Arrives

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Volkswagen’s 9% Margin Target Is Either the Trade of the Decade or a Number That Never Arrives

Bull Bear Daily September 7, 2026

September 6, 2026 The market cheered 50,000 more job cuts. The math still needs a €19 billion...

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How to be in and out of a trade by 10:45

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How to be in and out of a trade by 10:45

Bull Bear Daily September 6, 2026

September 6, 2026 Bonus Content: Jane Street’s $19 Billion GPU Bet: Genius or Warning? A note from...

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Ken Griffin Is Buying Oil Wells. Is He Right?

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Ken Griffin Is Buying Oil Wells. Is He Right?

Bull Bear Daily September 6, 2026

September 5, 2026 Citadel’s move from trading barrels to owning them could signal US shale is underpriced,...

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The Next Big Energy Play (it’s not oil or gas)

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The Next Big Energy Play (it’s not oil or gas)

Bull Bear Daily September 5, 2026

September 4, 2026 Bonus Content: Tesla’s Cybercab Is Real. 45 Cars Is Not a Fleet. A note...

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One Trump Sentence Could Erase $15 from Oil. The Pentagon Says Not Yet.

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One Trump Sentence Could Erase $15 from Oil. The Pentagon Says Not Yet.

Bull Bear Daily September 5, 2026

September 4, 2026 One Trump Sentence Could Erase $15 from Oil. Brent sits near $95 as Trump...

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Why Analysts Say This Opportunity Dwarfs SpaceX

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Why Analysts Say This Opportunity Dwarfs SpaceX

Bull Bear Daily September 4, 2026

September 3, 2026 Bonus Content: CrowdStrike’s 97% YTD Gain Hit a Wall. Now the Debate Starts. A...

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