October 16, 2026 When your biggest customer controls your operating license, your moat can work against you. Sponsored The 1985…
This Tiny Sub-$1 Gold-Silver Royalty Stock Is Ready to Run
October 15, 2026 Bonus Content: Abbott’s Factory Floor Makes the Case for Flywheel UPS A note from our friends at…
Copper Near $15,000. Which Miners Own Enough to Matter?
Cash copper settled at a record $14,822 a tonne on Monday and $14,741 on Tuesday. In London, three-month copper climbed…
Silver Institute: AI is supporting silver consumption
October 15, 2026 Bonus Content: Nvidia Lost Half Its China Market. Does CUDA Go With It? A note from our…
Zuckerberg’s $200B AI Check: What Meta Must Earn Back
Mark Zuckerberg admitted something last week that most CEOs would never say on a podcast. He said Meta committed to…
Geologists are following the plumbing beneath these old workings
October 13, 2026 Bonus Content: The Coating That Lets Old Steel Carry Tomorrow’s Fuel A note from our friends at…
Amazon Is Paying $7 Billion for Decart’s AI Chip Software
October 13, 2026 Decart’s chip-bridging software could make Trainium easier to adopt. The most important sentence in the Wall Street…
In at 9:35 AM. Out by 10.
October 13, 2026 Bonus Content: Jio Platforms Built a $106 Billion Business in a Decade. Here Is What That Took.…
Africa’s Biggest Refinery IPO Closes Tomorrow at the Best Possible Moment
There is a particular kind of investor who looks at an asset that nobody else will touch and decides that…
Grand Canyon discovery hits the auction block
October 12, 2026 Bonus Content: 136,000 MW of Gas Turbines Are Leaving Power on the Table A note from our…