Paid-members only

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.

Paid-members only

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.

Paid-members only

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.

Members only

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.

Paid-members only

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.

Paid-members only

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.

Paid-members only

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.

Paid-members only

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.

Paid-members only

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.

Paid-members only

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.

Paid-members only

Markets Featured

Top 10 Stocks to Watch — Monday, August 31

Paid-members only

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.

Paid-members only

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.

Paid-members only

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.

Infrastructure Featured

Why America's Biggest Infrastructure Cut Won't Look Like a Cut

The $1.2 trillion infrastructure law expires September 30, and the Senate's 90-6 extension quietly drops $36.8 billion a year in guaranteed funding. A budget-scoring quirk means a 25% cut will arrive on the books looking like a flat budget.

Paid-members only

Geopolitics Featured

The Strait of Hormuz Is Reopening Without America

Iran and Oman just agreed on a phased framework to reopen the world's most important oil chokepoint — with Washington outside the room. Oil is trading the reopening; the durable repricing is in who administers the strait.

Paid-members only

Finance Featured

Why Would Gilead Compete With Its Own Best-Selling Drug?

The FDA just approved Bixlenvo — a Gilead pill aimed at a sliver of the HIV market and, quietly, at the company's own $13.4 billion best-seller. Inside the franchise migration that decides what Gilead is worth after 2036.

Finance Featured

What Happens When a Salary Cap Has No Union?

College football opens its 2026 season with $23 million median payrolls, a $21.3 million salary cap, and general managers — everything a pro league has except a deal with labor. That gap is the sport's next financial fault line.

Paid-members only

Energy Featured

Why Uranium Hit a Six-Month High on Just Five Trades

Niger's junta seized its third flagship uranium asset and Kazakhstan flagged a 2027 production cut — landing on a spot market so thin that five transactions set a six-month high. The demand story is priced. The supply story isn't.

Paid-members only

Finance Featured

Crypto Is Buying Out Its Own VCs

Ethena just bought out its seed investors and pledged 95% of revenue to buybacks. Hyperliquid walks into a $1.2 billion unlock at an all-time high tomorrow. The VC-unlock era of tokenomics is ending — here is the framework for pricing what replaces it.

Paid-members only

Markets Featured

$MRVL: Marvell Reported a Perfect Quarter. The Stock Fell Anyway. Here Is What the Market Is Actually Saying.

test

Paid-members only

Markets Featured

Top 10 Stocks to Watch — Friday, August 28: AI Earnings Aftershock

The AI earnings aftershock rolls into Friday with Elastic, Affirm, and Salesforce all in motion. Plus the wildcard of the year: Fed Chair Warsh steps to the Jackson Hole podium at 10 a.m. ET. Here are the ten names worth watching today.