THE DAILY H.E.A.T.

How a P&C insurer ends up in our new fund

Saudi Arabia's Plan B Just Became the Target

Petroline was built to bypass Hormuz. Its shutdown turns routes, storage, and delivery time into the most important variables in the energy trade.

Breaking news: Our new PCPC ETF is now trading

Why Warren Buffett Held $176 Billion Of Other People's Money Last Year

He paid nothing to borrow it, either. And this one number tells you which companies are running the same trade.

Our new insurance ETF goes live tomorrow

Three AI Rivals Just Agreed the Race Needs a Governor

Anthropic wants independent evaluators embedded inside frontier labs. The plan does not stop the AI buildout, but it separates signed demand from growth that needs endless speed.