Bitcoin Is Below $75,000 and Falling Alone This Time
Asian equities bounced overnight. Bitcoin did not follow.
Circle November 11 on your calendar
A note from our friends at Brownstone Research(ad) Dear Reader, My name is Jeff Brown,...
XPLR Infrastructure Just Reported Q3. The Old NEP Playbook Is Gone.
With the distribution suspended, the ticker changed, and Q3 earnings out, traders need a new framework for sizing this clean…
AI stocks lost $153 billion EACH HOUR… what’s next?
November 8, 2026 Bonus Content: Sea Limited Has Been Cut in Half. Its $148 Average...
Nu Holdings’ Loan Book Is What Thursday’s Report Is Really About
With MELI punished 12% for margin compression last week, Nu's credit quality numbers will decide whether LatAm growth stocks can…
The VIX Jumped 70% in 48 Hours. Read It Right.
Post-election volatility ran from 16.61 to 28.18. Here is what that range tells active traders about where risk actually sits.
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%.