September 3, 2026 Alphabet’s robotaxi arm is scaling fast. Goldman’s forecast is starting to look like a timetable. The week…
Bitcoin Ran 25% in August on ETF Money. September Pushes Back.
Prediction markets put an ~80% chance on BTC dipping below $75,000 in September. Here is what that level means for…
The AI Project Sam Altman Is Building After ChatGPT
September 2, 2026 Bonus Content: The Banks Are Back. 21 Firms Just Agreed to Issue a Dollar Stablecoin. A note…
Goldman, Citi and BofA Want to Issue a Dollar Stablecoin. Their Own Fees Are at Risk.
The real question facing the 21-bank consortium is whether it cannibalizes the correspondent-banking revenue its members depend on far more…
19 G20 Members Agreed China’s Export Model Is Broken
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…