Newmont’s $4,164 Gold Problem Arrives Thursday
With spot gold down lately and costs rising, Thursday’s Q3 report must show the buyback can hold up.
Blackstone Is Betting on Anthropic’s Chips. Private Credit’s Hidden Defaults Make That Bet Complicated.
The investment committee question heading into Thursday is deceptively simple: does Blackstone’s private credit business look as safe as advertised?…
10-20 Percent Market Hit Now Expected
A note from our friends at Priority Gold_SS(ad) Wall Street has now stopped guessing entirely and started bracing instead. Goldman…
Are Pesticides the New Tobacco?
A note from our friends at Med-X Inc(ad) THIS TIME, THE INDUSTRY UNDER PRESSURE MAY BE PESTICIDES Bonus Article…
France’s Budget Has No Majority. The OAT Spread Keeps Score.
Saturday’s 550,000-person protest is the backdrop. Monday’s bonds are the verdict.
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.