Spinning Steel Is the New Server Room Security Guard
AI load volatility is pushing grids and data centers toward flywheels
India’s 5.54% Inflation Has the RBI Cornered
October 13, 2026 Food inflation hit 7.74%, the rupee is near record lows, and Brent is above $100. Indian equities…
The election story hiding an Anthropic opportunity
October 13, 2026 Bonus Content: Dairy Farms Are Sitting on a Gas Mine. The Developer Is Keeping Most of It.…
Top 10 Stocks to Buy This Quarter << Download Now
October 13, 2026 Bonus Content: Monte dei Paschi Shareholders Have 16 Days to Choose A note from our friends at…
Brent at $106 Ahead of CPI. That Mix Could Kill the December Cut.
Three reported tanker incidents, Riyadh’s airport still shut, and a hot print Wednesday could leave the Fed with nowhere to go.
These Elon suppliers soared as high as 6,695%. Is this one next?
October 13, 2026 Bonus Content: Refiners Are Minting Money on Diesel. Can It Last? A note from our friends at…
UnitedHealth Is Shrinking Its Medicare Business on Purpose
As Medicare open enrollment begins Oct. 15, UNH is deciding which seniors it wants.
The EU-China Hybrid Deal Looks Better for BYD Than for Volkswagen
All year, investors have circled one question about European autos: has trade conflict with China peaked? Friday’s agreement between EU…
Your book is inside
A note from our friends at Tradewins(ad) Ian Cooper here… Alert! If you still haven’t saved your copy of “The…
The fireworks went off just before noon…
October 12, 2026 Bonus Content: A Solar Airship Just Crossed the Pacific. Now Comes the Hard Part. A note from…