Boeing Extends Losses After FAA Delays 737 Max 10 Approval Over Software Glitch Boeing CEO Kelly Ortberg has been on the job for two years and over trhe weekend, we got reports that he may be facing yet another fire to put out, as a software glitch affecting the 737 MAX could complicate the rollout of the 737 MAX 10. The Wall Street Journal reported Monday afternoon that airlines were notified in August of a previously known […]

Meta Could Face Billions In Penalties After New Mexico Facebook Verdict A New Mexico jury has found Facebook liable for tens of millions of violations of the state’s consumer protection law, potentially exposing the social media platform to billions of dollars in fines. A Santa Fe jury on Friday found Facebook committed over 43.8 million violations of New Mexico’s Unfair Practices Act through false or misleading statements to […]

“De-Globalization Endgame”: Deutsche Bank Warns Historic Copper Squeeze Could Ignite 50% Rally London copper prices are near record highs at the start of the week, reinforcing the supercycle commodity bull-cycle thesis former Goldman Sachs commodities chief Jeff Currie outlined in August: “get long and buckle up.” The convergence of tight physical markets, currency debasement and policy intervention is creating conditions for a […]

How The Data Center Debate May Shape The Midterms Authored by Jacki Thrapp via The Epoch Times, Outrage over proposed data centers surged across America, from the Birthplace of Rock ‘n’ Roll to Kansas corn country, amid a heated U.S. – China technology race, turning server farms into one of the defining issues of the midterm elections this fall. In some primaries, candidates who backed the artificial intelligence (AI) boom were […]

Report Finds Security Flaws At University Where Charlie Kirk Was Assassinated Authored by Aldgra Fredly via The Epoch Times, An external review released on Sept. 25 has found no evidence that Utah Valley University employees acted in “bad faith” following Charlie Kirk’s assassination last year, but found several security lapses, including the failure to conduct a formal security assessment. The university commissioned an […]

“We Can’t Do Any Planning”; Dallas Fed Manufacturers Uniformly Negative As we await a maelstrom of Level 1 macro data this week, you could be forgiven glancing wistfully at this morning’s Dallas Fed Manufacturing survey’s modest headline beat (small decline MoM) and thinking “meh.” That would be a mistake… Production is soaring (yay!!) and is forecast to remain strong… Employment is up (yay)… BUT is expected to plunge… […]

Gold, Banking, & A Historical Disturbance In The Force Authored by Matthew Piepenburg via Von Greyerz, With everything from yields, fuel prices and populism rising with open elan as trust in U.S. leadership sinks to an historical nadir, most would agree that we are experiencing a palpable as well as intuitive feeling of what George Lucas might otherwise describe as a “disturbance in the force.” Markets, led today by a narrow […]

MongoDB CEO’s Abrupt Exit For Meta Stuns Wall Street On Eve Of Investor Day MongoDB shares plunged earlier Monday morning after CEO Chirantan “CJ” Desai abruptly stepped down and was tapped to lead Meta’s new AI platform for enterprise customers, which Mark Zuckerberg called “the next major pillar of our business.” “To lead this effort, I’m excited that Chirantan “CJ” Desai will join Meta as Chief Enterprise Platform Officer, […]

Crude Plummets As Trump Dangles Iran Sanctions Relief In Surprise Nuclear Deal Hint Summary Trump signals Iran sanctions relief in exchange for nuclear concessions, triggering a sharp drop in oil prices. US-Iran talks may resume, but only indirectly, this week; however Tehran remains skeptical after Trump rejected its ceasefire proposal. Iran announced targeting 19 vessels over a 48 hour period this weekend and is […]

Why Record Heat Failed To Lift US Natural Gas Prices Authored by Julianne Geiger via OilPrice.com, Henry Hub natural gas averaged $2.93 per million British thermal units from June through August, 6% below the same period last year, even with the Lower 48 posting its hottest July on record. Average temperatures across the Lower 48 reached 77°F in July, according to NOAA, pushing electricity demand higher as air conditioners ran […]

Fed Has Never Hiked In October Ahead Of US Elections: UBS The US-Iran conflict has pushed Brent crude toward $106 a barrel, while the 10-year Treasury yield has climbed to its highest level in nearly two decades. Traders are looking at whether elevated energy prices will make inflation sticky and prompt another Federal Reserve rate hike in late October.  This week’s US economic releases could reinforce those new […]

British Police Release All Five RAF Fairford Terror Suspects On Bail Summary: British Police Release All Five Suspects on Bail   All Five Suspects Arrested On Terrorism and Explosives Suspicions are British Nationals Reuters Says Possible Iranian-Linked Motive Likely  Trump Says Suspects “Looking to do Big Damage” Against Airbase  US Stealth Bomber Base In UK On “Delta” Alert As Counter-Terror Police Make Arrests, Deploy […]

The October Term: A Preview Of The Coming Cases For Another “Big Year” On The Court Authored by Jonathan Turley via JonathanTurley.org, October is when hype meets reality. In baseball, the final teams are sorted out for the playoffs, and your football teams are well into the winnowing-out process for the Super Bowl. For court nerds, the start of the October term at the Supreme Court can have a similar dynamic, as long-watched cases […]

Bessent Begs Fed For Mercy If you wanted a textbook example of a central bank trapped between a geopolitical rock and a stagflationary hard place, welcome to September 2026. To wit: the ongoing standoff in the Strait of Hormuz is tearing through the global energy market, and the resulting inflation shock is vaporizing the bond market. As we warned readers weeks ago when the initial blockades began, the diplomatic “negotiations” […]

California’s Newsom Signs Memecoin Ban And Calls It ‘The Opposite Of Trump’ Authored by Omkar Godbole via CoinDesk, President Donald Trump has made millions from memecoins, but politicians in California don’t have that chance anymore. On Sunday, California’s Governor Gavin Newsom signed a law that bans the state’s public officials from issuing memecoins, or cryptocurrencies representing a famous personality, internet joke or […]

Key Events This Week: Jobs, Core PCE And ISM It’s very busy week ahead with US payrolls (Friday) and PCE (Wednesday) as the blockbuster releases. The US ISM (Thursday) will attract outsized attention given the spectacular beat on the S&P PMI last week that sent 10yr US yields +15.2bps higher on the day. A huge move for such a report.  Global inflation will also be in focus outside of the US August PCE report with flash […]

Bloodbath At The Mouse House: Disney Legal Chief Warns Of “Much Smaller Organization” As AI Layoffs Loom The happiest place on Earth is about to become a lot more miserable for the rank-and-file at Disney’s corporate headquarters. Just weeks after we detailed the ongoing corporate bloodbath at the Mouse House following disastrous earnings and streaming losses, another brutal reality check has been delivered to Disney employees. This […]

Freddie Mac: Multifamily Delinquency Rate Rises To Multi-Decade High Authored by Ryan McMaken via The Mises Institute, Fannie Mae and Freddie Mac (also known as “GSEs”) have released their August reports on their mortgage portfolios and mortgage delinquencies. Both are reporting that serious delinquencies in multifamily are rising to multiyear highs. Freddie Mac, in particular, shows delinquency rates at the highest level in more […]

The Strange Case Of NAC: The Supplement The FDA Says Isn’t One N-acetyl cysteine, or NAC, is one of the most popular amino acid supplements in America. People take it for liver support after a long night, for their lungs and, lately, as a longevity staple. One brand among dozens, NOW, said in 2021 that it alone had sold “millions, perhaps billions” of NAC pills with no adverse event reports. NAC is also the latest supplement to land […]

Leftists Rage After Judge Judy Says “If You Don’t Like America, Leave…” The fundamental disconnect in the brains of progressives, the false idea that they constantly promote, is that America is a dry erase board that can be wiped away and rewritten however they please.  Progressives believe that “change” is the ultimate ideal and all change is good as long as it serves their interests in the moment.   They believe every system […]

Starship Moves Closer To Commercial Service With Successful Next-Gen Starlink Deployment Summary: SpaceX stock up half a percent Starship Inches Closer To Commercialization SpaceX Deploys V3 Starlink Satellites for the First Time  SpaceX Starship Reaches Orbit After Engine Failure Scare Starship Inches Closer To Commercialization First orbital flight of Starship successful! https://t.co/xVNsnUKTm0 — Elon Musk (@elonmusk) […]

Trump Admin To Focus More On Northern Border Security Over Next 2 Years: Homan Authored by Timothy Frudd and Jan Jekielek via The Epoch Times, White House border czar Tom Homan plans to put more focus on security at the northern border during the last two years of President Donald Trump’s administration. In an interview airing on Sept. 26, Homan told Epoch Times senior editor Jan Jekielek that the U.S. – Canada border is a […]

Nvidia Launches New Tool To Shut Down Rogue Agents, Unveils $150 Billion Stock Buyback, Largest Ever Perhaps Jensen Huang was getting tired of seeing charts like this, showing that his stock is up “only” 20% in 2026 (and has gone nowhere since May) while the rest of the AI ecosystem keeps rising… … so going into the last week of them month, the billionaire CEO took matters into his own hands and amid a flurry of news that […]

Futures Slide As Oil Jumps, Bond Selloff Resumes After Trump Spurns Iran Offer US futures are lower with Tech underperforming, alongside a drop in treasuries, as fading hopes for an imminent breakthrough in the Iran war sent oil prices higher and reignited worries that inflation is heating up. As of 8:00am ET, S&P 500 futures are down around 0.5% with Nasdaq futures sliding by 0.8% as semis and memory stocks underpeform the […]

Saudi Arabia Restarts Critical Hormuz Bypass Pipeline Saudi Arabia has resumed oil exports through its critical East-West pipeline, restoring access to Red Sea loading facilities that bypass the Strait of Hormuz, Bloomberg reports. The restart coincides with Kpler data from late last week showing Hormuz oil flows have recovered to about two-thirds of prewar levels, suggesting a recovery in Gulf energy flows and an erosion of […]