Silver Has Lost 13% in a Month. Gold Can’t Hold $4,100.
The fear bid went to Treasuries and the yen, not metal. Here is how to reassess precious metals from the…
5.13% on the 10-Year Treasury: Lock In Income Now
With an October pause priced in and December still live, a Treasury ladder beats waiting for clarity that may never…
GE Vernova Turns Grid Inverters Into Software
FLEXINVERTER upgrades and GridOS put GEV at the chokepoint where volatile renewables meet transmission.
TSMC’s Construction Problem Is Bigger Than Four Deaths
A fatal bolt failure at Fab 22 has frozen steel-structure work across every TSMC site in Taiwan, exposing a constraint…
Challenger Shareholders Are Being Asked to Sell at a Discount
Dai-ichi Life’s 20% premium sounds generous until you weigh Challenger’s growth.
If Iran’s Hormuz Deal Works, Brent Falls Hard. Here’s Who Gets Hurt First.
Pakistan's army chief is in Tehran today as a mediator, Qatar is formalizing a new defence pact, and markets are…
Visa Reports Oct. 27. Its Stablecoin Bet Just Went Live.
V hit a record high on Oct. 15 and reports fiscal Q4 next week. The number that matters most has…
SoftBank Wants to Own the Guards It Plans to Replace With Robots
Masayoshi Son's reported $18 billion bid for Allied Universal is less a security play than a blueprint for automating America's…
Halliburton Reports Tuesday. Brent Is Near $110. HAL Is $33.
Analysts see about $43, but North America is lagging. Tuesday’s report tests whether that gap starts to close.
Intuitive Surgical Reports Tuesday. It Has Already Beaten Four Times in a Row.
ISRG is 29% below its 52-week high. Da Vinci 5 adoption and a GI expansion push set the stage for…