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    Alternative Investments

    Google's 890 MW Constellation Deal: What Isn't Priced

    TL;DR: Google and Constellation Energy signed a 20 year power purchase agreement on October 6, 2026 to add 890 megawatts of nuclear capacity to the PJM grid through upgrades at 11 reactors in Illinoi…

    Jeff Barnes, MBA··6 min read
    A radar mast and jammer unit on a gravel pad in a sunny desert, with small drones hovering in the sky above.
    Alternative Investments

    Army Awards $4.15B in Counter-Drone Contracts to 10 Firms

    TL;DR: The Army awarded 10 counter drone contracts with a combined $4.15 billion ceiling in late September, according to Defense One , but only about $50 million was obligated at award. The ceiling i…

    Jeff Barnes, MBA··6 min read
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    Alternative Investments

    Gen Z Now Outspends Every Art Collector Group

    TL;DR: Gen Z collectors averaged $347,460 on fine art in 2025, according to Ithaca Gallery's write up of the 2026 Art Basel and UBS survey, against $124,265 for all 3,100 wealthy respondents. The sur…

    Jeff Barnes, MBA··6 min read
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    Market Analysis

    IMF Forecasts US Inflation at 3.6% in 2026, 2.8% in 2027

    TL;DR: The IMF now projects US headline inflation at 3.6% this year, two tenths of a point above its April forecast, easing to 2.8% in 2027, per El País English . Core inflation doesn't reach the Fed…

    Jeff Barnes, MBA··5 min read
    An aerial view of Washington, D.C., showing the Capitol dome, the National Mall and nearby federal buildings in clear daylight.
    Market Analysis

    Federal Deficit Hits $2 Trillion in Fiscal 2026

    TL;DR: The Congressional Budget Office reported Thursday that the federal government ran a deficit of about $2 trillion in the fiscal year that ended September 30. CNN, via ABC17 reported that the ga…

    Jeff Barnes, MBA··5 min read
    A futuristic circular boardroom table of pale metal under a ring of cool light, with one chair pulled back and a glass wall opening onto a city at dusk.
    Market Analysis

    Fed Turns Hawkish but Can Wait on the Next Hike

    TL;DR: Federal Reserve officials now lean toward more rate hikes, but the September minutes and recent speeches say they can wait for more data first. Markets price a pause at the October meeting and…

    Jeff Barnes, MBA··5 min read

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