Tariffs are costly for companies that use the metal to make things, including recyclers.

U.S. housing starts fell more than expected in August. The decline reflects steep drops in both single-family and multi-family housing starts.

GBP/USD retreats after BoE 7–2 vote leaves rates unchanged and trims Quantitative Tightening program to £70B.

The Fed kicked off another unwarranted, disgusting, and dangerous rate-cutting cycle. But this new cycle should be the most devastating for the purchasing power of Americans in history. 

Views on the resilience of the US economy, tariffs, the stock market, AI’s role in productivity, and where investors might look for opportunities in a world increasingly transformed by technology.