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Energy Featured

America's Aluminum Comeback Runs on Power It Doesn't Have

The US is down to five aluminum smelters, the Midwest premium just set a record, and the only new plant since 1980 must first win a power bidding war against data centers. The trade is the premium, not the promise.

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Infrastructure Featured

Flood Insurance for 4.7 Million Homes Expires in 26 Days

The NFIP's authorization lapses at midnight on September 30 — at the peak of hurricane season, with $20.5 billion in Treasury debt. The repricing of American flood risk is already underway, and the capital is moving.

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Markets Featured

$PL: Planet Labs Grew 58% and Guided Next Quarter Down $13 Million. The Q4 Math Is the Tell.

Planet Labs printed record revenue, a cash-generating first half, and an $865 million war chest, then guided next quarter lower. The implied Q4 number buried in its own full-year guide tells you whether this is a demand crack or a timing artifact, and the scenario zones price both.

Markets Featured

There Are Only 32 of Them, and They're Not Making Any More

The NFL just repriced itself by 31% in a single year. A record $9.6 billion Seahawks sale, private equity's arrival, and fixed supply meeting a growing billionaire class — inside the trophy-asset boom reshaping American sports.

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Markets Featured

Hackers Aren't Stealing Data Anymore. They're Breaking Companies.

In 2026, cyberattacks stopped being a privacy problem and became an earnings problem — wiped devices, weeks of downtime, delayed SEC filings. The market is still pricing cyber like an IT line item.

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Markets Featured

After Seven Lost Years, the Emerging Markets Trade Is Back

Capital is rotating out of US assets and into emerging markets at the fastest pace in two years. Seven lost years, one weakening dollar — here's where the money is actually going.

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Markets Featured

$RARE: Ultragenyx Lost Its Biggest Program Overnight. The Next FDA Decision Is 16 Days Away.

A clean Phase 3 miss in Angelman syndrome deleted $1.2 billion from Ultragenyx overnight, leaving a growing $745M revenue base priced below 2x sales sixteen days before its next FDA decision. Scenario zones inside.

Macro Featured

The American Consumer Is Fine. Millions of Americans Are Not.

Credit card delinquencies look like 2008 — until the NY Fed shows why the chart is misleading. What the data really says about America's bifurcating consumer economy, and how to position for it.

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Macro Featured

The World's Biggest Creditor Is Coming Home

Japan's 10-year yield just hit 3% for the first time since 1996 — and the largest foreign holder of US Treasuries has started bringing $1.2 trillion home. The transmission map for your portfolio, before the September 17 BOJ meeting.

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Infrastructure Featured

America's Sky Runs on 1980s Radar. The Rebuild Has Started.

Congress put down $12.5 billion, Washington hired a prime integrator, and the first radar contracts are signed. Inside the largest federal infrastructure program almost nobody is trading — and the names positioned to capture it.

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Markets Featured

$GTLB: GitLab Booked 42% Growth and Guided 19%. The Gap Is the Whole Trade.

GitLab beat Q2, raised the year, and gapped 20% to a new 52-week high. The real story is the 23-point spread between bookings growth and revenue guidance, and what closing it in December would be worth.

Markets Featured

Cheap Ozempic Changes Everything

Obesity drugs went from $1,350 a month to a $50 Medicare copay in under two years — the fastest price collapse in blockbuster drug history. What cheap GLP-1s mean for pharma, insurers, and everything downstream.

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Geopolitics Featured

Germany Just Closed Russia's Last Consulate. The Target Was Europe's Air Cargo Spine.

Berlin formally attributed the Leipzig airport drone attack to Russian intelligence and shut Russia's final consulate general in Germany. The diplomatic ladder is now nearly out of rungs, and the target selection tells you where the next attack goes.

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Energy Featured

Six Grids, One Question: Who Pays for AI's Power?

FERC has declared every U.S. regional grid tariff presumptively unjust and unreasonable in the face of data center demand — and all six operators just asked for more time. The answer will decide who pays for the AI buildout, and reprice the power sector.

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Finance Featured

$RZLV: Revenue Grew 1,970%. The Stock Fell 20% Anyway.

Rezolve AI beat its own pre-announcement and reaffirmed $360M for the year — and the market sold it toward a 52-week low anyway. The margin mix, the cash math, and the revised scenario zones into October 6.

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Markets Featured

Top 10 Stocks to Watch — Tuesday, September 1

Markets reopen September with a hawkish Fed, Brent crude near $91 on renewed U.S.-Iran hostilities, and four major earnings catalysts after the close tonight. Ten names worth watching — three free, seven behind the paywall.

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Markets Featured

Your Emerging Markets Fund Is an AI Fund Now

EM currencies at record highs, record inflows, best start since 2017 — in the middle of an oil war and a hawkish Fed. The rally is real; the label isn't. Three chip stocks now outweigh the actual emerging markets inside the index — and both halves of that split are mispriced.

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Space Economy Featured

The Last Flagship

NASA's $4.3B Roman Space Telescope launched Sunday — a mission the White House tried to cancel five times, riding the final Falcon Heavy, with no funded successor behind it. The flagship industrial base just lost its order book, and the capacity is migrating.

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Markets Featured

$RZLV: Rezolve AI Is About to Report H1. The Math Behind Its $360 Million Year Starts Tomorrow.

Rezolve AI has reported preliminary H1 2026 revenue of $127 million -- nearly 20 times year-over-year growth. Tomorrow it reports officially and hosts an investor call. The question the market is lining up to answer: can H2 deliver the $233 million still needed to hit full-year guidance?

Macro Featured

The Pay Cut Hiding in Your Benefits Letter

Employer health costs are projected to rise 9.5% in 2027 — a fourth straight year near double digits, pushing coverage above $19,000 per employee. This fall is when companies stop absorbing it, and the increase lands in 150 million paychecks.

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Markets Featured

Top 10 Stocks to Watch — Monday, August 31

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Markets Featured

10 Stocks Worth Watching This Week: A Hawkish Fed, $90 Oil, and the Jobs Test — August 31–September 4, 2026

Warsh just put rate hikes back on the table, oil is above $90 on US-Iran escalation, and Friday's jobs report decides which way the repricing goes. Ten names positioned for the week.

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Macro Featured

Who Took the Other Side of Japan's Record Yen Defense?

Japan just spent $96.5 billion in a month defending the yen — the largest intervention in its history, the first joint operation with the US since 1998 — and the dollar is back at ¥160. The flow data reveals who took the other side, and why September's BOJ meeting is now the whole game.

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Markets Featured

Why Airlines Are Making More Money Flying Fewer People

Global air travel just contracted for the second straight month and Boeing halved its 2026 growth forecast — yet airline stocks are rising. Inside the quiet flip from volume business to pricing power, and who's still holding the growth assumption.

Markets Featured

The New Master Settlement

Meta just paid $16.7 billion to end the state AGs' child-safety case — and its stock went up. Inside the settlement structure that capped a trillion-dollar liability, and the clause that sent the bill to YouTube, TikTok, and Snap.