The $812 Monthly Payment Is Telling You Something
August auto forecasts show an affordability squeeze far beyond the showroom floor.
Long the Spread, Not the Barrel
Russia’s diesel export ban runs to Sept. 30. ULSD cracks stay the trade, and complex refiners are the cleaner expression.
Lenacapavir Is Now a Platform. Is GILD Priced for It?
Bixlenvo's approval reframes the LOE debate, and the multiple may not yet reflect what lenacapavir is becoming.
The Vanguard Effect Has a New Target
How a reported $4.6 billion acquisition makes custody the next casualty of vertical integration.
Own the Spread, Not the Barrel
Russia’s diesel limits may run longer while Brent softens. The diesel-crack trade stays the cleaner position.
The Designation That Can’t Stick: What DoD’s Anthropic Loss Costs Its Rivals
A court just ruled that supply-chain risk labels can be weaponized as retaliation. The buy side should rethink how it…
$56B Week Shows Where the Marginal Dollar Went
ETF flow data just flashed a leadership signal: hard assets are pulling capital that used to chase AI beta.
The Attention Economy Gets a New Rulebook
Meta’s settlement mandates teen time limits. The real question is whether that template forces every platform to follow.
One Stock Deserves Your Attention This Week
Trump’s June disclosure named four companies. Only Visa stands on its own merits right now.
COIN Has a Sept. 15 Date With Congress
The CLARITY Act cloture vote is the one midterm event that could actually move Coinbase's earnings line, not just its…