September 2, 2026 Asheville’s G20 split signals a turning point for supply chains The moment arrived quietly in Asheville, North…
The Fed’s Beige Book Drops at 2pm ET Today
With crude back above $90 and core PCE still running at 3.3%, the Beige Book is the last qualitative test…
Did Trump just Turbocharge the “29% Account”?
September 1, 2026 Bonus Content: Batteries Are Now Trading Electricity. That Changes Who Gets Rich. A note from our friends…
Lockheed and General Dynamics Just Locked In Seven Years of Missile Revenue. Shareholders Aren’t Paying Attention Yet.
The Pentagon's PAC-3 MSE and THAAD production surge is building a multiyear earnings floor that patient investors may be underpricing.
The Grid Can’t Keep Up With AI
September 1, 2026 PJM’s third straight auction at the price cap is locking in a decade-long tailwind for owners of…
Batteries Are Now Trading Electricity. That Changes Who Gets Rich.
More than half of the record 20.2 GWh installed last quarter was standalone storage, turning batteries into active market participants…
Hedge Fund Manager Who Predicted 2008 Crash Issues AI Warning
August 31, 2026 Bonus Content: The Checkout Is Now the Content A note from our friends at Paradigm Press(ad) Below…
Buy, Rent, or Invest? Home Prices and a 4.75% Ten-Year
Mortgage rates near 6.9% and rents rising fastest in over a year are shifting the rent-versus-own math.
FSLR: Small Shops Are Funding the Next Leg
A hard December 31, 2027 deadline for many solar projects is pulling small businesses into contracts now, and the only…
Power Scarcity Is Turning Utilities Into Growth Stocks
Income investors should look twice at PJM's merchant generators, as the capacity shortage is locking in revenue that bond proxies…