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2026October

Zach’s Second Opinion

Posted October 20, 2026

I sent you the wrong Zach article this morning. Fortunately, the right one's even better. Three healthcare giants report earnings tomorrow, and Zach thinks they could point the way to AI's next big investment opportunity.
Zach’s Second Opinion

A COLA, But No Smile

Posted October 20, 2026

Congratulations! The Swamp Things have awarded you an extra $75 a month for surviving another year of inflation. Try not to spend it all at one gas station. Today, my old friend Zach Scheidt returns to the Rude with a better idea than waiting for Uncle Sam to make you whole.
A COLA, But No Smile

Give Me Liberty or Give Me Beige!

Posted October 19, 2026

Americans once fought the world's greatest empire for the right to govern themselves. Now they pay $300 a month for the privilege of being told how tall their grass can grow.
Give Me Liberty or Give Me Beige!

The Wright Stuff

Posted October 16, 2026

In 1903, the Wright Brothers showed mankind how to fly. In 2026, Elon Musk built a car that does barrel rolls. Meanwhile, the US Senate is still working on a nonexistent condiment problem.
The Wright Stuff

Crude and Unusual Profits

Posted October 15, 2026

You don't need to predict the next missile strike to make money from the world's oil troubles. You just need to know who gets the call after the smoke clears.
Crude and Unusual Profits

The Half-Life of a Bargain

Posted October 14, 2026

The world's nuclear utilities have been buying uranium at yesterday's prices. But their bargain contracts are expiring, and the next round could send uranium miners' profits soaring.
The Half-Life of a Bargain

Pump and Circumstance

Posted October 13, 2026

DC spent 4 years telling Ukraine it had America's unwavering support. Apparently, the support came with a price tag in gallons.
 Pump and Circumstance

The Crusade That Never Paid

Posted October 12, 2026

Christopher Columbus had a business plan. Find Asia, collect the gold, hire 55,000 soldiers, and conquer Jerusalem. His investors loved the pitch. Then they kept the money.
The Crusade That Never Paid

No Farewell to Arms

Posted October 09, 2026

Five hundred years ago, a barrel maker received 296 ducats from the Republic of Venice. The Republic is now a tourist attraction. His business is still collecting payments.
No Farewell to Arms

Just Blew It.

Posted October 08, 2026

A machine in a Hoka store on 5th Avenue learned more about my feet in 30 seconds than Nike had known in 35 years. Therein lies the story of how America’s most famous sneaker company managed to destroy 80% of its market cap.
Just Blew It.

Fission Accomplished?

Posted October 07, 2026

You paid AI's power bill. Here's how to get even.
Fission Accomplished?

The Lease of Their Worries

Posted October 06, 2026

When a man sells you his truck and immediately asks to rent it back, you inspect more than the tires. You ask why he wants the cash, how long he’ll keep paying, and what the thing will be worth when he returns the keys. Amazon’s proposed $8 billion chip deal deserves the same inspection.
The Lease of Their Worries

You Can’t Print a Smelter

Posted October 05, 2026

The most powerful country on earth can create money at the touch of a button. Building an aluminum smelter takes rather longer. We’ve spent decades enjoying the first convenience while forgetting why we need the second.
You Can’t Print a Smelter

Pardon My Financial French

Posted October 02, 2026

Jeff spotted an omission. Girard spotted another risk. Willy spotted a sentence that should never have escaped my keyboard. Today, I’m opening the mailbag… and doing a little translating.
Pardon My Financial French

For Whom the Debt Tolls

Posted October 01, 2026

Washington has spent years ordering the lobster and telling everyone the bill was manageable. In September, the waiter finally arrived. With the 10-year Treasury yield at 5.29%, small companies, landlords, and supposedly safe bond portfolios discovered whose credit card was on the table.
For Whom the Debt Tolls