The Last Page

The Last Page

The last page, first.

Your grocery bill has a Canadian problem

Sep 10, 2026

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3 min read

Your grocery bill has a Canadian problem

Eighty-five percent of the potash that grows American food comes from one country

Can the Fed hike into a $100 barrel?

Sep 9, 2026

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3 min read

Can the Fed hike into a $100 barrel?

Five tankers gone near the island that loads most of Iran's oil

Druckenmiller calls it price management

Sep 8, 2026

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3 min read

Druckenmiller calls it price management

The Treasury doubles its bond buybacks Wednesday. Bessent once worked for him. The 30-year sits at 5.27 percent.

Your gas price was printed before Sunday

Sep 7, 2026

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3 min read

Your gas price was printed before Sunday

Brent posted its best week since July while the pumps stayed still. Ten ships a day are now the whole argument.

This letter bet on a weak jobs report. It lost.

Sep 4, 2026

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3 min read

This letter bet on a weak jobs report. It lost.

162,000 jobs, nearly triple the consensus. Next stop: September 16.

JPMorgan just raised its Broadcom target to $580

Sep 3, 2026

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3 min read

JPMorgan just raised its Broadcom target to $580

Not every analyst agrees. The guide missed Wall Street's number by $250 million.

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