Brent Can’t Stay Down. It Can’t Stay Above $100 Either.
Oil is stuck between diplomacy and mine claims in Hormuz.
I’ve been waiting DECADES for this…
A note from our friends at The Oxford Club(ad) Editor’s Note: Over the past 20...
Prologis Has 5.8 GW Lined Up. The Warehouse Is Now the Grid.
PLD’s data center pivot is showing real numbers. Is the market pricing the right business?
59k or 100k? What the Payrolls Number Does to Rates
October jobs hit at 8:30 ET into a bond market that cut December hike odds to about 69%.
Big Oil had 50 years. They passed.
A note from our friends at Behind the Markets(ad) Dear Friend, In 1976, a Chevron...
ASML Is Down 8% Today. The Business Hasn’t Changed.
Democrats swept Congress, and traders just got a cheaper ASML.
Toyota Keeps Being Right About Hybrids. The Stock Doesn’t Care.
With 9.7 million vehicles targeted and hybrids at 15.9%, the market still prices Toyota like a commodity automaker.
180% gain on this SpaceX stock
A note from our friends at Traders Agency(ad) On March 20, Ross Givens recommended a...
Kioxia, SoftBank and Advantest Paid the Price US Chip Stocks Skipped
Asia absorbed the election shock first. What the open means for US semis.
Coinbase and Circle Are Down 20% and 36%. How Much Is Warren’s Fault?
With Democrats confirmed to control the Senate, the debate is what part of COIN and CRCL ever depended on the…