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Thursday, 17 September 2026

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Where are the next commodity opportunities?

Structural scarcity in critical minerals is not just an investment story. It is a business-building opportunity that most of the startup world hasn’t noticed yet.

Bessent Twist Is Also Bessent Put

Scott Bessent can reshape Treasury issuance, but the forces lifting long-term yields are much bigger than the Treasury Department itself.

Borealis Foods expands to 20,000 schools, revenue up 110%

Borealis Foods (Nasdaq: BRLS) reported a 110% year-over-year increase in U.S. K–12 school foodservice revenue, driven by ongoing national expansion. The company now reaches more than 20,000 schools across approximately …

Druckenmiller Has a Warning: Don’t Mess With Markets

Famed investor Stanley Druckenmiller published a Wall Street Journal opinion piece (Let The Bond Market Speak) on Monday, in which he warns Treasury Secretary Bessent about long-dated bond buybacks. His core thesis seem…