Congress Cleared the Shutdown. Dec. 11 Is the New Risk.
The 370-48 House vote removes the Sept. 30 cliff, keeps the data calendar intact, and hands traders a fresh deadline…
Rivian Lost Its CFO During the R2 Ramp
September 2, 2026 McDonough is gone. The R2 still has to prove itself at scale....
Aon Spent $30 Billion. KKR Walked Away With the Better Deal.
Two years, two giant acquisitions, and a lesson in who profits from insurance roll-ups.
Euro Inflation Hit 3.3%. Neither Central Bank Blinks First.
With the ECB meeting Sep. 9-10 and the Fed Sep. 15-16, EUR/USD is frozen. When it breaks, it will move…
AI’s Data Center Problem Is GE Vernova’s Best Sales Pitch
September 1, 2026 China-linked bots amplify data-center backlash and 75 projects stall The AI buildout...
Howmet Aerospace Lost $18 a Share Yesterday. The Market May Be Wrong.
SpaceX's Bastrop foundry is real, but qualifying turbine blades takes years, not months, and Howmet's business has never been stronger.
New EVs Stall. Used EVs Surge. Same Buyer.
The tax credit cliff didn’t kill EV demand. It redirected it, and the split tells traders where the real market…
APP Is Down 53%. The Business Grew 53%.
AppLovin's stock slid in 2026 while fundamentals kept compounding. That gap is the trade.
31 Days to a Funding Cliff
Two unreconciled CRs, one fiscal deadline, and a data blind spot that could leave the Fed guessing in October.
CQP: The LNG Fee Collector Europe Needs
August 30, 2026 European gas prices have doubled in 2026. Cheniere Energy Partners collects a...