September 6, 2026 Bonus Content: Jane Street’s $19 Billion GPU Bet: Genius or Warning? A note from...
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September 5, 2026 Citadel’s move from trading barrels to owning them could signal US shale is underpriced,...
September 4, 2026 Bonus Content: Tesla’s Cybercab Is Real. 45 Cars Is Not a Fleet. A note...
September 4, 2026 One Trump Sentence Could Erase $15 from Oil. Brent sits near $95 as Trump...
September 3, 2026 Bonus Content: CrowdStrike’s 97% YTD Gain Hit a Wall. Now the Debate Starts. A...
September 3, 2026 A multibillion-dollar stake from a key counterparty raises hard questions. When a supplier takes...
September 2, 2026 Bonus Content: 21 Banks Want to Kill Your Dollar Stablecoin. Can They? A note...
September 2, 2026 The AI brain drain is a distraction. Search and the DOJ are the real...
September 1, 2026 Bonus Content: Edison International Fell 24%. Its Bonds Are Betting on a Comeback. A...
September 1, 2026 Russia’s fuel export curbs keep distillate margins elevated, but the real question is whether...
