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Germany Cut Refineries. Now It Calls Them Critical + IMF Warns of an AI Tsunami | October 12, 2026
Andrew, Ben, and Tom break down why refinery capacity is driving record diesel prices and the IMF warning that AI is a "slow-moving tsunami" for offi…
2 weeks ago
SpaceX Comes for AT&T, Verizon & T-Mobile + Is Starbucks Really Buying Chipotle? | October 9, 2026
Andrew, Ben, and Tom break down the FT's report on OpenAI's revenue and why gross vs. net accounting matters, plus SpaceX's $8B spectrum deal hitting…
2 weeks, 3 days ago
Oil Jumps 5% on Iran Tanker Attacks + Wolfspeed Soars 17% on a $1.5B Loan | October 8, 2026
Andrew, Ben, and Tom break down why rate hikes aren't slowing AI spending while the rest of construction shrinks, plus Iran stepping up tanker attack…
2 weeks, 4 days ago
Bond Shorts Hits 19% + Paramount's $110B WBD Deal Closes as Skydance | October 7, 2026
Andrew, Ben, and Tom break down heavy short bets against Treasuries, the 3-year auction, and lessons from the 2013 taper tantrum, plus Paramount clos…
2 weeks, 5 days ago
ISM Prices Hit a 2022 High + Google Goes Nuclear in a 20-Year Constellation Deal | October 6, 2026
Andrew, Tom, and Thomas break down ISM Services prices hitting their highest since 2022, Google's 20-year nuclear deal with Constellation, and Trump …
2 weeks, 6 days ago
FBI Arrests an Alleged China Spy Realtor + Brazil's Markets Bet on Bolsonaro 2.0 | October 5, 2026
Andrew, Tom, and Thomas cover the FBI's arrest of an alleged China spy realtor at LAX, Flávio Bolsonaro beating the polls in Brazil's election, and t…
3 weeks ago
Fed Hawks Want More Hikes. September's 29K Jobs Report Says Otherwise + Andrew's Challenge | October 2, 2026
Andrew, Tom, and Thomas break down September's 29K payrolls miss, August's downward revision, and the bond rally that followed, plus ISM prices paid …
3 weeks, 3 days ago
10-Year Hits Highest Since 2002 + Trump Says Powell Should Resign Over Fed Reno | October 1, 2026
Andrew, Tom, and Thomas explain why the 10-year hit its highest yield since 2002 and why the debt narrative doesn't add up, plus Trump calling for Po…
3 weeks, 4 days ago
PCE Comes In Cold + OpenAI's Dots Flops: 'Dottie Is Having a Slow Morning' | September 30, 2026
Andrew, Tom, and Thomas break down the cooler-than-expected PCE report and big downward revisions to last month's inflation data, plus OpenAI's Dots …
3 weeks, 5 days ago
Dallas Fed Orders Surge + Oura Pulls a 4X Oversubscribed IPO: Is Anthropic's November IPO at Risk?| September 29, 2026
Ben and Tom break down the Dallas Fed survey's surge in new orders and production, then Oura postponing its IPO despite strong demand and what that c…
3 weeks, 6 days ago