September 5, 2026 Citadel’s move from trading barrels to owning them could signal US shale is underpriced,...
Brazil’s rally is real, but for U.S. investors the currency does as much work as the index.
September 4, 2026 Bonus Content: Tesla’s Cybercab Is Real. 45 Cars Is Not a Fleet. A note...
The EPC Power deal loads the spinoff with high-margin, high-growth power conversion assets before it trades on...
September 4, 2026 One Trump Sentence Could Erase $15 from Oil. Brent sits near $95 as Trump...
The president's ultimatum to the Fed puts traders inside a three-way collision between White House pressure, Warsh's...
September 3, 2026 Bonus Content: CrowdStrike’s 97% YTD Gain Hit a Wall. Now the Debate Starts. A...
The Orinoco Belt holds staggering reserves and costs below $20 a barrel. It also sits on top...
September 3, 2026 A multibillion-dollar stake from a key counterparty raises hard questions. When a supplier takes...
TSLA has surged about 7% this morning ahead of the Austin event, but Morgan Stanley’s sell-off warning...