There is now a hard date on the calendar. On October 9, UniCredit formally sought EU antitrust approval for its…
A gold backed high yield
A note from our friends at Golden Portfolio(ad) I’m Garrett Goggin, a 20+ year veteran gold analyst, in the last…
80x Better than Tesla?
A note from our friends at The Oxford Club(ad) Dear Reader, Tesla is one of the largest companies in America.…
Kalshi and Polymarket Face a Licensing Test as the CFTC Redefines Swaps
The October 20 comment deadline is the moment futures exchanges with existing licences find out whether they own this market.
Lukoil’s $22 Billion Asset Sale Has 11 Days Left
OFAC’s negotiating license ends Oct. 22, Carlyle walked away, and a new consortium is racing to fill the gap.
Apple Enters the Smart Home
October 11, 2026 Tuesday’s ‘Welcome home’ event brings a smart display and a Siri AI bet, but iPhone 18 Pro…
The only U.S. nickel mine they can’t ignore
A note from our friends at The Oxford Club(ad) Dear reader, Most investors wait for the government press conference. I…
Goldman Sachs Is Down 22%. It Reports in Two Days.
Record Q2 set a near-impossible bar. Does the pullback price in the step-down?
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Apple’s iPhone 18 Pro Order Cut Points at the December Quarter
AAPL closed Friday down roughly 2.6% while the S&P 500 rose 0.6%. That divergence has a single explanation: Apple reportedly…