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News On Demand, For Those On The Go
The End of the War & The Collapse of Oil Prices; LiveNation Settles Rather Than Break Up; & Novo's Surprise Partnership With Hims
Markets swung sharply as geopolitics, trade momentum, and corporate deals reshaped the global outlook. Oil prices tumbled after U.S. President Donald Trump suggested the Israel-Iran conflict could end soon , reversing a spike that had pushed crude above $100 a barrel. Meanwhile, China’s export machine roared into 2026 with growth far exceeding forecasts, powered by booming electronics and semiconductor shipments. In the U.S., Live Nation Entertainment reached a settlement
6 min read
Refunds, Rubicons & Robinhood’s RVI;
U.S. Customs and Border Protection says it can’t yet process a judge’s order to refund $166 billion in Trump-era tariffs blaming systems, staffing and tech limits and leaving importers stuck in limbo after J udge Richard Eaton’s ruling . Meanwhile, Robinhood’s new RVI vehicle cratered about 11% on debut as retail appetite for packaged private-market exposure met a cold market ; the fund holds names like Revolut and Databricks . And in Asia , the sell-off turned vicious
5 min read
The Dow Slides on Oil’s Rise; ‘Buy The Dip’ Still Valid; and Anthropic Rises to $20bn Annual Revenues
The oil shock just shoved markets into the danger zone with the Dow Jones Industrial Average sliding more than 780 points as crude topped $80 a barrel , turning a geopolitical flare-up into a real market event. Still, retail traders aren’t spooked they kept buying through the chaos, a trend the Wall Street Journal says looks eerily familiar and stubborn. Meanwhile, one IPO could swallow the year: SpaceX is set to raise more in its offering than last year’s 90 IPOs comb
6 min read
Anthropic Accuses Chinese AI Firms of Data Theft, OpenAI Strikes Consulting Deals, IBM Shares Plunge, and £40m Aircraft Fraud Ends in Jail
The global AI race is escalating into open confrontation after U.S. startup Anthropic accused Chinese rivals of industrial-scale intellectual property theft , alleging millions of exchanges were used to extract capabilities from its Claude chatbot . At the same time, OpenAI is deepening its enterprise push with multiyear partnerships with top consulting firms, aiming to embed AI agents into corporate workflows. Meanwhile, shares of IBM tumbled after Anthropic signaled it
6 min read
The Economics of Snowfall
A Deep Dive Into Who the Economic Winners and Losers are during Snowfall "The weather outside is frightful.” Frank Sinatra I was working from home on a random weekday when I took a break to look at the view from my apartment and let my mind wander. Whilst I watched people penguin walk and cars all but crawl, I settled on an interesting thought: who benefits and suffers the most financially when it snows? That question led me down an incredibly fascinating rabbit hole, t
16 min read
Your "Investment" Is Probably a Gamble. Here's How to Know for Sure.
The Differences between Dice, Deals & Dividends; "The market can remain irrational longer than you can remain solvent.” John Maynard Keynes I commonly get consulted for investment proposals, whereby people are asking of me where I believe is best for them to deploy their capital in order to get a financial return, and the first thing that I ask [after strongly indicating that I am not a financial advisor, and the entire conversation isn’t financial advice] what their time
22 min read
The End of the War & The Collapse of Oil Prices; LiveNation Settles Rather Than Break Up; & Novo's Surprise Partnership With Hims
Markets swung sharply as geopolitics, trade momentum, and corporate deals reshaped the global outlook. Oil prices tumbled after U.S. President Donald Trump suggested the Israel-Iran conflict could end soon , reversing a spike that had pushed crude above $100 a barrel. Meanwhile, China’s export machine roared into 2026 with growth far exceeding forecasts, powered by booming electronics and semiconductor shipments. In the U.S., Live Nation Entertainment reached a settlement
6 min read
Refunds, Rubicons & Robinhood’s RVI;
U.S. Customs and Border Protection says it can’t yet process a judge’s order to refund $166 billion in Trump-era tariffs blaming systems, staffing and tech limits and leaving importers stuck in limbo after J udge Richard Eaton’s ruling . Meanwhile, Robinhood’s new RVI vehicle cratered about 11% on debut as retail appetite for packaged private-market exposure met a cold market ; the fund holds names like Revolut and Databricks . And in Asia , the sell-off turned vicious
5 min read
The Dow Slides on Oil’s Rise; ‘Buy The Dip’ Still Valid; and Anthropic Rises to $20bn Annual Revenues
The oil shock just shoved markets into the danger zone with the Dow Jones Industrial Average sliding more than 780 points as crude topped $80 a barrel , turning a geopolitical flare-up into a real market event. Still, retail traders aren’t spooked they kept buying through the chaos, a trend the Wall Street Journal says looks eerily familiar and stubborn. Meanwhile, one IPO could swallow the year: SpaceX is set to raise more in its offering than last year’s 90 IPOs comb
6 min read
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