Nothing Happens Without Copper. Here’s How to Profit.
October 17, 2026 Bonus Content: Teva’s New Schizophrenia Shot Tests Its Branded Pivot A note...
Mortgage Rates Near 7.4%. Fannie Mae Sees 2027 at 7.5%.
Builder sentiment and housing starts land this week, with the first hard data since Fannie Mae's sharp forecast revision.
Lufthansa Wins TAP, and Is Already Eyeing the Rest
Germany’s carrier beat Air France-KLM with a 16% higher all-cash bid, and is now in talks to buy Portugal’s remaining…
Hengrui Is Supplying Big Pharma’s Pipeline. Now It Wants the Upside Too.
With $139.4 billion in Chinese drug licensing deals this year, the question for healthcare investors is who actually owns the…
Still sitting there…
October 15, 2026 Bonus Content: When a Grid Spike Ruins a Glucose Sensor, Flywheels Win...
Dow Bio-Plastic Bet Faces Its First Test
Dow reports Oct. 22. The key question is whether stover supply is real.
Nvidia, Micron, and AMD Walk Into Thursday with $1 Trillion Already Gone from Chip Stocks Worldwide
Seoul’s circuit breakers and Tokyo’s 4.9% drop hand the US open a pre-damaged chip sector. Here is where the risk…
Before oil breaks its 2026 high…
October 15, 2026 Bonus Content: Africa’s Phone King Is Listing in Hong Kong at a...
Trump Says Greenland Drilling Is Starting. One Stock Is Positioned to Benefit, But Its Balance Sheet Tells a Harder Story.
Greenland Mines (GRML) has real assets on the island, but dilution, cash burn, and Greenland's own regulatory walls make the…
UK Forces Amazon, eBay and Temu to Collect VAT
Healey’s Oct. 28 Budget plan shifts VAT to marketplaces