October 26, 2026 Bonus Content: Nvidia’s Demand Story Gets Harder to Dismiss After SpaceX’s $40 Billion Bet A note from…
Day: October 26, 2026
The world could quit tobacco. It cannot quit controlling pests.
October 26, 2026 Bonus Content: Apple Sold Out the iPhone Duo Fast. November 2 Is the Test. A note from…
Brazil Hands Lula a Fourth Term
October 26, 2026 Prediction markets had put Bolsonaro’s odds near 80%. Chile and Colombia set rates and Mexico reports GDP.…
Sweden Blocks ChatGPT and Claude
October 26, 2026 Sweden’s cabinet offices blocked ChatGPT and Claude today and kept Copilot Sweden did something quietly significant this…
Black Sea Is Deadlier Than Hormuz in 2026. Markets Lag.
Investors tracking shipping risk have spent 2026 watching the Strait of Hormuz. The data says they should have been watching…
SpaceX Got $40 Billion for Nvidia Chips. The AI Credit Cycle Just Told You Who It Trusts.
Musk’s lending warning matters more than the deal size: the financing window for AI-only infrastructure is closing fast.