Cleveland-Cliffs Has the Right Tailwinds and the Wrong Balance Sheet
CLF and Steel Dynamics report Monday. The trade moat is real. The question is whether CLF can survive long enough to collect on it.
What Blackstone Is Betting On With Anthropic’s 10% Coupon
The number that matters most from Project North Star is not $60 billion. It is 10%. Sponsored Is This Elon…
Americans are unlocking their IRA/401k
A note from our friends at Goldco(ad) Every American Should Unlock Their IRA/401k In 2026 Most Americans have no idea…
This. Is. It.
October 17, 2026 Bonus Content: Private Credit Is Charging 10% on AI Debt While Hiding 5.8% Defaults Elsewhere A note…
Perella Weinberg Lost a Fifth of Its Value in One Day. Is $13 a Gift or a Warning?
The collapsed Piper Sandler merger exposes exactly who needs whom in a recovering deal market.
ITV’s Sky Deal Faces New Legislation. Does the Stock Still Make Sense?
A government warning adds a wildcard to a merger priced for smooth passage.
Elon Won’t Like this Comparison
October 16, 2026 Bonus Content: European Stocks Are Beating the S&P 500. Is This Rotation Real? A note from our…
Indonesia Just Got Shown the EM Exit Door
Jakarta’s worst day since 1998 shows how little capital it takes to flee once the door appears.
Revealed: Musk’s 27-Year Plan to Reinvent Money (It’s About to Go LIVE)
October 15, 2026 Bonus Content: China’s Export Surge Has a January Problem A note from our friends at Banyan Hill…
CoreWeave Is Borrowing at 9% and Earning Less
October 15, 2026 The question isn’t whether the buildout is overbuilt. It’s whether it was overfinanced from the start. Sponsored…