South Korea’s remarkable economic boom can run for a while yet, if the central bank has any say in the matter. Officials do have their work cut out managing the spillovers, but restraint may prove to be the most courageous course of action.

Also Nvidia’s buyback, Automattic intrigue and agentic sports betting.

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

What could 2026 do to make the fossil fuel supply crisis emanating from the Persian Gulf just a little bit worse? How about a whole separate fossil fuel supply crisis on the other side of the world? That’s what the bone-dry weather brought by the current super-El Nino is incubating.

Chipotle Mexican said to be subject of takeover speculation

UK examines foreign state involvement in suspected airbase plot, releases suspects Reuters

Suspected plot to attack UK's Fairford airbase, used by US: What do we know? Reuters

Brent crude jumps and 10-year Treasury yield surpasses 5.2% as hopes for US-Iran agreement fade

Jim Bianco, a Wall Street veteran and longtime market watcher, is turning bullish on US Treasuries for the first time in six years after benchmark yields surged to two-decade highs, creating an enticing entry point.

Eli Lilly CEO Ricks says drugmaker on hunt for bigger deals: Bloomberg