Barington's stake is too small to force a deal, but a long-dated call spread gives you upside if private equity…
The Pentagon’s $5 Billion Bet Shows AI’s Real Bottleneck
September 11, 2026 Washington is lending billions not for a new data center, but for the power gear and components…
This 30-Minute Window Changes Everything
September 10, 2026 Bonus Content: Nvidia Just Bought the Library Where AI Models Live A note from our friends at…
Copart Paid $1.9 Billion Because Insurance Volume Told It To
Its biggest acquisition ever makes sense once you see the volume problem hiding inside a quarterly beat.
India’s NSE Is Going Public at $46bn. Does the Price Match the Business?
September 10, 2026 India’s NSE Is Going Public at $46bn. The world’s largest derivatives venue by contract volume may finally…
Bessent Told Yen Shorts to Quit. How to Trade What’s Next.
A falling dollar alongside rising US rate-hike odds is the week’s biggest anomaly, and Tokyo’s yen defence has consequences for…
Geologists Spend Careers Looking For This
September 9, 2026 Bonus Content: McDonald’s Built a 220 Million-Person Database. Now It Has to Monetize It. A note from…
Silver at $67 Is Up 63% in a Year and Still Pulling Away From Gold
A weak dollar, the U.S.-Iran conflict, and industrial demand are doing three different jobs at once, and traders need to…
Zara’s Owner Just Posted Record Profits. Its Stock Fell Anyway.
September 9, 2026 What Inditex’s H1 2026 results reveal about advantages rivals cannot replicate, regardless of where the shares closed…
Expedia and Booking’s Big Drop Is Not About Fuel Costs
When travel sells off with no company news, crude is hitting demand next.