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Citrini Research
Paid#1 finance paid leaderboard · 0 of 6 recent posts free- Breaking The Wall
Has Blockchain Finally Reached Its Moment?
Read at Citrini Research → - Agentic Reality
The Ramifications of Agentic Consumer Adoption
Read at Citrini Research → - Robotics Tipping Point: A Citrini Field Trip
Doomberg
Paid#3 finance paid leaderboard · 0 of 6 recent posts free- Jump Ball
Why Indonesia’s plan for strategic ambiguity just might work.
Read at Doomberg → - Ties That Bind
Carney stitches together Canadian unity using the thread of energy.
Read at Doomberg → - Straw Clutching
Diesel fallacies and other geopolitical musings.
Read at Doomberg →
- Going With the Flow
London to Brussels: Hold our beer.
Read at Doomberg → - Sector Deep Dive: North American Midstream
Pro Tier: September 2026 Doom Zoom
Read at Doomberg → - Escalation Clauses
Heads nobody wins, tails Europe loses.
Read at Doomberg → - Coming to America
Lateral musings ahead of Xi Jinping’s official state visit.
Read at Doomberg → - Value Trap
The downside of practically free natural gas.
Read at Doomberg → - Apricity or Bust
The most inexcusable energy crisis ever.
Read at Doomberg →
The Running Of The Bulltards
Paid#4 finance paid leaderboard · 1 of 6 recent posts free- Discover Is Live
Discover answers the question every trader asks before taking a trade: how have trades like this one actually done?
Read at The Running Of The Bulltards → - 10/8/26 Recap
The SPY gapped down overnight as oil rose on the rumors from Axios that Trump was preparing to restart the war in Iran.
Read at The Running Of The Bulltards → - 10/7/26 Recap
The SPY broke out yesterday but instantly gapped back down today which could be construed as a false breakout but it may very well have just been a gap fill before continuation.
Read at The Running Of The Bulltards →
- 10/6/26 Recap
The SPY just broke out to new highs clearing the 780 level for the first time today.
Read at The Running Of The Bulltards → - 10/5/26 Recap
The SPY remains in this incredibly tight flag over all the key moving averages.
Read at The Running Of The Bulltards → - 10/2/26 Recap
The SPY gapped up nicely after the awful jobs number, we’re back in the bad news is good news era because it cause a tiny selloff in rates.
Read at The Running Of The Bulltards → - 10/1/26 Recap
The SPY gapped up into the underside of the 21 ema and rejected it turning lower and now below the 50 day again.
Read at The Running Of The Bulltards → - 9/30/26 Recap
The SPY turned back up after a strong GDP print this morning into quarter end.
Read at The Running Of The Bulltards → - 9/29/26 Recap
The SPY is breaking below the 21 ema here.
Read at The Running Of The Bulltards →
TMT Breakout
Paid#5 finance paid leaderboard · 0 of 6 recent posts free- TMTB Podcast Intel: Qualcomm’s (QCOM) CEO on AI Phones, SemiAnalysis on the AI Buildout, FCC Chair on SpaceX (SPCX), Pat Gelsinger on Bottlenecks, Datadog’s (DDOG) Li on Observing AI Agents
TMTB Podcast Intel is produced by Ethmos, research agents that listen to every episode in TMTB’s coverage universe and write the briefs below.
Read at TMT Breakout → - TMTB Morning Wrap
- TMTB EOD Wrap: The Great Gross-to-Net Panic of 2026
- TMTB Podcast Intel: AWS (AMZN) CEO Matt Garman on Rationing GPUs, Bernstein’s Rasgon, Skydance’s (SKYD) Ellison and Kreiz on Synergies and Delevering, OpenAI’s Sottiaux, Cloudflare (NET) CEO on Agents
TMTB Podcast Intel is produced by Ethmos, research agents that listen to every episode in TMTB’s coverage universe and write the briefs below.
Read at TMT Breakout → - TMTB Morning Wrap
- TMTB EOD Wrap
- TMTB Podcast Intel: SemiAnalysis’s Patel and Nanos on AI’s Payback Math, Marvell’s (MRVL) Murphy on Custom Silicon and Optics, Figma’s (FIG) Field on the Design Agent, The Circuit on the Memory Cycle
TMTB Podcast Intel is produced by Ethmos, research agents that listen to every episode in TMTB’s coverage universe and write the briefs below.
Read at TMT Breakout → - TMTB Morning Wrap
- TMTB Podcast Intel: Ex-Anthropic Researcher Jacob Coxon, Google’s (GOOG) Vahdat on TPUs, Hugging Face’s Wolf on the NVIDIA (NVDA) Deal, CrowdStrike (CRWD) CEO on Agents, Nokia (NOK) CEO, and More
TMTB Podcast Intel is produced by Ethmos research agents.
Read at TMT Breakout →
Compounding Quality
Paid#7 finance paid leaderboard · 0 of 6 recent posts free- Adding to Our Portfolio
- Portfolio Update: October 2026
- 6 Serial Acquirers for the Serial Acquirer Portfolio
- Building a Serial Acquirer Portfolio
- The 5-Minute Serial Acquirer Test
How to Find the Best Serial Acquirers in 5 Minutes
Read at Compounding Quality → - It’s Serial Acquirer Week
The Best of Both Worlds: High Returns, Low Risk
Read at Compounding Quality → - Selling one, buying two
Increasing future returns
Read at Compounding Quality → - Buying a new ETF
- Who is Chuck Akre?
Reminiscences of a Shrub Operator
Limited#8 finance paid leaderboard · 2 of 6 recent posts free- Shrubtivism*
*The Parody version of Activism
Read at Reminiscences of a Shrub Operator → - The Hunchback of Notre Shrub
Where we discuss France, Nike and Robots!
Read at Reminiscences of a Shrub Operator → - Election Special - Brazil Edition
We are getting close to the elections in Brazil.
Read at Reminiscences of a Shrub Operator →
- Uncomfortable Truths
- Claudification Overdrive™️ - Part II
The pesky “AI vs Shale” comparison is back!
Read at Reminiscences of a Shrub Operator → - The 60/40 Portfolio Re-Invented
Creating Asymmetry in Bonds
Read at Reminiscences of a Shrub Operator →
Brinker Advisor
Limited#13 finance paid leaderboard · 2 of 6 recent posts free- Model Portfolios | October Update
S&P 500 7,651.54 | 10-Year UST Yield 5.29% | September 30, 2026
Read at Brinker Advisor →
Bonner Private Research
Limited#14 finance paid leaderboard · 4 of 6 recent posts free- Borrow Now, Pay Later
Please note, we’re aware some Gmail users are not receiving the weekly market and research notes from Tom Dyson and Dan Denning.
Read at Bonner Private Research → - Funny Business
Friday, October 9th, 2026
Read at Bonner Private Research → - More Red Dye
Thursday, October 8th, 2026
Read at Bonner Private Research →
- The Debt Crisis is now Beginning
Please note, we’re aware some Gmail users are not receiving the weekly market and research notes from Tom Dyson and Dan Denning.
Read at Bonner Private Research → - Springtime for Flimflam
Wednesday, October 7th, 2026
Read at Bonner Private Research → - An End to US Debt
Tuesday, October 6th, 2026
Read at Bonner Private Research → - Swindling the Swindler
Monday, October 5th, 2026
Read at Bonner Private Research → - BPR Week in Review: The ‘demon germ’ and stock market euphoria
Sunday, October 4th, 2026
Read at Bonner Private Research → - The Davidson Earth Disaster Cycle
Friday, October 2nd, 2026
Read at Bonner Private Research →
Capital Flows
Paid#15 finance paid leaderboard · 0 of 6 recent posts free- The Volatility No One Escapes - Sovereign Debt Crisis
Devaluation is not bullish
Read at Capital Flows → - Macro Trades: Rates, Energy, and AI Capex Rotations
The strategy for macro flows and dispersion
Read at Capital Flows → - What No One Sees Right Now
Pattern Recognition Is a Negative Attribute
Read at Capital Flows →
- Interest Rate Strategy: How High Can They Really Go?
The underlying drivers of interest rates and HOW MUCH equities are at risk
Read at Capital Flows → - The KOSPI Is Where Policy Meets The AI Trade
South Korea is the cleanest example of how regulatory change and capital flows drive price action, and why the KOSPI matters for US tech
Read at Capital Flows → - Credit-Fueled Growth Is Moving the Cycle Forward
Balance sheet expansion is extending the expansion and repricing the policy path
Read at Capital Flows → - From One Policy Error To The Next
Global margin call and constraints
Read at Capital Flows →
Lord Fed's Gazette
Paid#16 finance paid leaderboard · 1 of 6 recent posts free- Positioning Looks Like a Crash is Coming
Between the Lines - Vol. 21
Read at Lord Fed's Gazette → - This Is Where It Gets Uncomfortable
Between the Lines - Vol. 20
Read at Lord Fed's Gazette → - The Hike We Need
- The Risk of Things Getting Better
Between the Lines - Vol. 19
Read at Lord Fed's Gazette →
HFI Research
Paid#17 finance paid leaderboard · 0 of 6 recent posts free- Too Much Gas
2027 natural gas balance looks weak, but I believe it is only a temporary glut.
Read at HFI Research → - Memo - AI Fatigue
- It's Here
The inevitable escalation is here and what happens to the oil market when the shuttle trade falters.
Read at HFI Research →
- Peak Hormuz
Ship-to-ship transfer is maxed out. The oil shuttle flow volume is going lower.
Read at HFI Research → - (WCTW) Releasing SPR Now Is Like Throwing Water Bottles At A Burning House
The US announced last Tuesday that it would release the final ~40 million bbl tranche of the SPR (172 million bbls total).
Read at HFI Research → - China Cancels Product Exports And What It Means For The Global Oil Market
- Here's My Game Plan For The Oil Trade (Sept 30)
Please see the chronological order of the oil trade game plan write-ups:
Read at HFI Research → - The Oman Lane Flow Is Giving The Oil Market A False Sense Of Stability
The all-or-nothing aspect of this Iran war is fascinating to both trade and observe.
Read at HFI Research → - (Public) Mach Natural Resources - A Buying Opportunity
PETITION
Limited#19 finance paid leaderboard · 3 of 6 recent posts free- 🔥A/R A-Rising🔥
LIV Golf Incorporated is f*cked, Teads Holding Co. ($TEAD) does an A/R + more.
Read at PETITION → - 💥Salad, Anyone?💥
True Food Kitchen + Salad and Go are part of a rise in restaurant-related bankruptcies.
Read at PETITION → - New Chapter 11 Bankruptcy Filing - FRC Balance LLC (a/k/a True Food Kitchen)
Oprah’s fave health-conscious food chain descends into bankruptcy.
Read at PETITION →
- 💥New Chapter 11 Bankruptcy Filing - And Go Concepts, LLC (Salad and Go)💥
QSR Salad Co. gets tossed into chapter 11 to sell leases and liquidate
Read at PETITION → - 💥Leslies Term Lenders Toss a Life Preserver💥
Leslie’s Inc., Sangamo Therapeutics Inc. ($SGMO) & LIV Golf Incorporated + More
Read at PETITION → - 🤿New Chapter 11 Bankruptcy Filing - Leslie’s Inc.🤿
Pool retailer finally flops into bankruptcy to hand keys over to term lenders.
Read at PETITION → - 💥Yield!💥
Beyond Meat Inc. ($BYND)+ S.M.F. Group Inc.
Read at PETITION → - 💥New Chapter 11 Bankruptcy Filing - S.M.F. Group Inc.💥
Predominantly NYC-located restauranteur files for BK; Landry’s swoops in to buy.
Read at PETITION → - 🔥New Chapter 11 Bankruptcy Filing - UPG Enterprises LLC🔥
Steel processor falls into bankruptcy in dire need of liquidity.
Read at PETITION →
Doug Casey's Crisis Investing
Free#20 finance paid leaderboard · 6 of 6 recent posts free- Weekly Recap October 11, 2026
Doug and Matt on bonds, the fall of the King, and nukes. John on the US power grid, the People of the 9Ps and the 9Ps of pills.
Read at Doug Casey's Crisis Investing → - Just Print Up Some Electrical Transformers
A Primer on the Electricity Grid in the US
Read at Doug Casey's Crisis Investing → - Doug Casey: The Empire Is a Dinosaur in Its Death Throes
Trump is warning that Iran could nuke Los Angeles. Doug says the fix is an apology, the Saudis are next to fall, and the bond market is where the real trouble starts.
Read at Doug Casey's Crisis Investing →
- Bet on the Winners
Today we discuss another of Doug’s Nine Ps of Resource Stock Evaluation. People.
Read at Doug Casey's Crisis Investing → - The 9 Ps of Prescriptions, Potions and Pills
- Weekly Recap October 4, 2026
Matt & Doug relaxed this week. This month’s issue for premium subscribers.
Read at Doug Casey's Crisis Investing → - U.S. Strengths and Weaknesses in Production
Strong at the Source, Vulnerable in the Supply Chain
Read at Doug Casey's Crisis Investing → - MONTHLY ISSUE: Picks and Shovels for a War Already Underway
‘Crisis Investing’ Monthly Issue 9 / September 2026 – Vol 3. Drones and Robots
Read at Doug Casey's Crisis Investing → - Who Gets the Fiat Currency First
Letter 2 in this series on the dollar’s unique position as a fiat currency serving as the global reserve currency.
Read at Doug Casey's Crisis Investing →
FOMO研究院電子報
Limited#21 finance paid leaderboard · 3 of 6 recent posts free- Marvell 營收翻十倍？SpaceX 下場做電信商？Google帶核電飛？ - KP思考筆記(第63期)
大家好，我是 KP，歡迎來到第 63 期的《週末思考筆記》。
Read at FOMO研究院電子報 → - AI時代的施工隊，先暴跌再大漲，AI是助力還是阻力？ - 深入分析第67期：Accenture
之前的周末筆記中，我提過高盛的AI受益名單里有Accenture。
Read at FOMO研究院電子報 → - 不叫AI，要叫SI？存儲迎來供應爆發？MongoDB CEO 竟離職投奔 Zuck？ - KP思考筆記(第62期)
大家好，我是 KP，歡迎來到第 62 期的《週末思考筆記》。
Read at FOMO研究院電子報 →
- 繼續賺翻，2028年繼續供需緊張，長約越來越多，市場卻沒有特別興奮？財報解剖: MU | 26年10月
美光，無疑是過去大半年全市場討論度最高、成交量最為驚人的明星股之一。
Read at FOMO研究院電子報 → - 當 Amazon 關上門，Shopify 攜手 Meta，AI 代勞下單的年代，賣「鏟子」的還值錢嗎？ - 深入分析第66期：Shopify
2026 年 9 月 20 日晚上，有人試著使用 Meta 剛推出的 AI 助理「Muse」，到 Amazon 網站上進行採購。
Read at FOMO研究院電子報 → - Muse令CPU需求上升？亞馬遜為何封鎖？平台公司怎麼辦？ - KP思考筆記(第61期)
大家好，我是 KP，歡迎來到第 61 期的《週末思考筆記》。
Read at FOMO研究院電子報 → - 巴菲特退任，價投劃上句號？他的尺還量得動AI時代嗎？為何最後買Google？ - 深入分析第65期：巴菲特
2026 年 9 月的奧馬哈，96 歲的巴菲特寫下了一封信，宣佈退任Berkshire Hathaway的主席。
Read at FOMO研究院電子報 → - 升息等於大市要崩？重回 90 年代三大劇本，看懂歷史上的升息真相 - KP思考筆記(第60期)
大家好，我是 KP，歡迎來到第 60 期的《週末思考筆記》。
Read at FOMO研究院電子報 → - Cybercab 發布、Waymo 擴張，Uber 時間已在倒數？ - 深入分析第64期：UBER
1903 年，紐約街頭的馬車全握在馬廄老闆手裡。他們買馬、雇司機、包辦修車，掌控了整座城市的出行。
Read at FOMO研究院電子報 →
Farm CPA Report
Limited#23 finance paid leaderboard · 2 of 6 recent posts free- Our First Livestream
Our first livestream was on Wednesday, and it actually went off without a glitch
Read at Farm CPA Report → - USDA Found Corn the Trade Couldn’t. Here’s Why the Experts Missed.
USDA surprised almost everyone this morning.
Read at Farm CPA Report → - September 15 Was About Your Entity, Not Your Paperwork
We continue to get questions on the September 15 deadline for 2026 entity structure
Read at Farm CPA Report →
- Secretary Rollins Announces ARC and PLC Payments
$13.8 Billion of Gross Payments, Net Likely to be closer to $13 billion
Read at Farm CPA Report → - Crop Quality Losses: What Farmers Need to Know Before the Grain Leaves the Farm
We are hearing about lots of quality losses due to excess rain.
Read at Farm CPA Report → - ARC-IC Might Be the Best Call You Make This Fall
Since you will know your yields before sign-up, ARC-IC may be the smarter choice for 2026
Read at Farm CPA Report → - Join Paul for a Livestream Today
We will be doing our first Livestream today
Read at Farm CPA Report → - The Section 1062 Acceleration Examples, and What Happens to the Farmhouse
We review some final examples of acceleration
Read at Farm CPA Report → - Who Actually Makes the Section 1062 Election
We review the examples on who makes the election
Read at Farm CPA Report →
Bison Insights
Limited#25 finance paid leaderboard · 3 of 6 recent posts free- This Week in Oil
Higher oil price signal, Middle East flare-up reported
Read at Bison Insights → - Bond Yields Are Soaring: 2007-2008 Redux?
Rising Rates Could Potentially Trigger This High-Upside-Potential Hedge
Read at Bison Insights → - Rare Signal Flashing: “Buy Oil” Again
Oil prices have always increased following this signal
Read at Bison Insights →
- Oil Running Low - Josh Young on the David Lin Report
Oil Shortages Next? Podcast Interview
Read at Bison Insights → - Selling Cenovus: Up 78% in 10 Months
C$5.7 Billion acquisition is dilutive, but it implies substantial upside in other stocks
Read at Bison Insights → - This Week in Oil
Volatile, frenetic week, with oil down, oil stocks up, and much debate
Read at Bison Insights → - Podcast: The Next Oil Shock
Oil prices could go parabolic after US midterm elections
Read at Bison Insights → - Drilling Down: Big Well Result, More Upside
Unlocked Upside Potential for This Top Idea
Read at Bison Insights → - This Week in Oil
Oil Prices Declined, Conference Takeaways
Read at Bison Insights →