EPISODE 140 · PUBLISHED TODAY
Where insight meets opportunity.
Independent market and macro analysis.
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Anthropic's $80 Billion Loss, Explained
On October 26, 2026, Anthropic publicly filed its Form S-1 registration statement with the Securities and Exchange Commission, setting up a listing on the Nasdaq…
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France Now Pays More to Borrow Than America
On Thursday 22 October 2026, the yield on France's 10-year government bond and the equivalent 10-year US Treasury were effectively level, both trading at roughly…
Putin's Yalta Pitch and the Summit Without Ukraine
On 9 October 2026, during a phone call with Donald Trump, Vladimir Putin raised the idea of a three-way meeting between himself, Trump and Chinese leader Xi Jinping…
Anatomy of a $2 Trillion Chip Selloff
Over six trading sessions in mid-October, US semiconductor stocks shed roughly $1.64 trillion in market value. By 15 October, when the Philadelphia Semiconductor…
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