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.
Washington’s $2.9B Antimony Signal
September 8, 2026 Bonus Content: Berkshire’s $365 Billion War Chest Is Finally Being Aimed A note from our friends at…
Zara’s Owner Just Posted Record Profits. Its Stock Fell Anyway.
What Inditex's H1 2026 results reveal about advantages rivals cannot replicate, regardless of where the shares closed today.
Korea and Taiwan Are Building AI Hardware. Who Keeps the Profits?
September 8, 2026 Goldman sees 26% upside in Asia ex-Japan, but can Samsung and SK hynix hold their edge when…
China’s Import Miss Tells Traders More Than the $119bn Surplus
Copper flows and aluminium exports frame positioning into the Sept. 24 Trump-Xi summit.
How the Rich Retire
September 8, 2026 Bonus Content: Tradeweb Processed $61 Trillion in August. Bond Chaos Is Its Business. A note from our…
GitLab Beat Estimates by 33%. The Street Still Says Hold.
A 21% revenue jump and 117% net retention look strong. The question is why Wall Street still won't buy.
DraftKings Is Building an Exchange That Could Eat Its Sportsbook
September 7, 2026 The NFL gave DraftKings a sponsorship deal it cannot use to tout prediction markets. The real question…
AST SpaceMobile Is Building a Phone Network in Space. Thirteen Satellites Say It’s Working.
BlueBirds 11 through 13 launched August 5, European carrier trials are live, and 2026 revenue guidance is $150 million to…