September 10, 2026 India’s NSE Is Going Public at $46bn. The world’s largest derivatives venue by contract volume may finally…
Bessent Told Yen Shorts to Quit. How to Trade What’s Next.
A falling dollar alongside rising US rate-hike odds is the week’s biggest anomaly, and Tokyo’s yen defence has consequences for…
Geologists Spend Careers Looking For This
September 9, 2026 Bonus Content: McDonald’s Built a 220 Million-Person Database. Now It Has to Monetize It. A note from…
Silver at $67 Is Up 63% in a Year and Still Pulling Away From Gold
A weak dollar, the U.S.-Iran conflict, and industrial demand are doing three different jobs at once, and traders need to…
Zara’s Owner Just Posted Record Profits. Its Stock Fell Anyway.
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.