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289 Tonnes in the Crash, 57 at the Record — Central Banks Buy Gold Precisely When It Gets Cheaper
On Thursday, 30 July, the World Gold Council published its demand statistics for the second quarter of 2026. The week...
The AI Bill Is Now Being Paid on Credit, and Long Money Costs What It Did Before the Financial Crisis
July ended on Friday with a picture that contains no contradiction at first glance and almost nothing but contradiction at...
Amazon Raised the AI Bill by Twenty Billion Dollars and Gets Nothing Extra for It
Some sentences on earnings calls are not planned as news and turn out to be the most important thing said...
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15 INVESTORSWhat the world's best investors are buying & selling right now.
Apple trimmed to 22.6% — AXP now #2 at 20.5%, cash ~$300B
80% in AI puts (PLTR & NVDA) — plus contrarian Pfizer calls
New positions in financials (XLF) and equal-weight S&P (RSP) — trimmed biotech
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Start AI Portfolio Analysis →- The Breakup Premium Moved: Why the Old Spin-Off Rule Stopped Working in 2026
In November 2025, Qnity was carved out of DuPont. The stock first fell about twelve percent, then traded at more…
- The Trillion-Dollar Bid Changed Hands: Why the World’s Largest Companies Stopped Buying Their Own Stock
In the first quarter of 2026, Alphabet did not repurchase a single share of its own stock for the first…
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