Côté hit nameplate, net debt flipped to net cash, and the expansion plan arrives in Q4.
The Treasury Lit the Fuse. Bitcoin Did the Rest.
Three separate catalysts converged this week to produce Bitcoin's strongest weekly gain since March 2023. Only one of them is…
Trump Threatens a Gulf Mediator. Read the Refiner Trade.
Brent jumped to about $90.9 on the Oman threat. The real question is what risk premium survives a deal, and…
Trump Threatens Oman and the Last Off-Ramp
Threatening Oman does not reopen Hormuz faster. It weakens the one channel that makes a deal possible.
Alibaba Won the Open-Source War. Now Comes the Bill.
Qwen runs on a billion downloads. Aug. 28 decides if BABA catches up.
Wages Are Losing. The CPI Says 3.4%.
The headline is cooling. The real-wage deficit is where the consumer trade lives.
Abel Is Spending. Burry Is Not Impressed.
The real question isn’t whether Berkshire’s new CEO is deploying capital. It’s whether he’s deploying it well enough, at the…
Cook Just Moved the September Hike Odds. August 12 Is the Next Vote.
Fed Governor Lisa Cook's Anchorage speech closes the window on patience. The July CPI reading, due August 12, now decides…
SpaceX Went Exclusive With Nvidia. The Stock Fell Anyway.
A 92% revenue jump, a $15.8B AI capex quarter, and a Vera Rubin partnership that nobody else can match —…
The 1930 Law Trump Just Revived for Canada Tariffs
Section 338 hits Canada on August 19. USMCA will not shield covered goods.