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⚡ TODAY IN HISTORY On September 23, 2009, Libyan leader Muammar Gaddafi gave his first speech to the UN General Assembly and talked for about 90 minutes, far past the 15-minute guideline. In 1846, German astronomer Johann Galle spotted the planet Neptune. Today? Iranian President Masoud Pezeshkian takes that same UN podium while his country is at war with the United States. |
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TOP NEWS |
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Trump tells the UN he could “annihilate” Iran 130 LEADERS Nearly seven months into the US war with Iran, President Donald Trump told almost 130 heads of state at the UN General Assembly in New York on Tuesday that he faces a choice between a deal and destroying Iran’s government. Trump predicted Tehran would make a deal after the Nov. 3 US midterm elections, and most of Iran’s delegation walked out during the speech. |
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US and Iranian envoys meet for the first time since June 3 HOURS Hours after that threat, US envoys Steve Witkoff and Jared Kushner sat down with Iranian Foreign Minister Abbas Araghchi for three hours at UN headquarters, in talks brokered by Qatar and Pakistan. Iranian state TV said Araghchi demanded an end to the US naval blockade, the return of frozen Iranian assets and a halt to fighting on all fronts, while Trump said another round is planned. |
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Iran’s president takes the UN stage today Masoud Pezeshkian, Iran’s president, is set to address the General Assembly around noon Eastern time Wednesday, his first New York appearance since the war began. Before leaving Tehran on Tuesday, Pezeshkian told reporters he would lay out the grievances of the Iranian people, and no meeting with Trump is planned. |
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Xi Jinping lands in Washington with a trade truce near its end NOV. 10 With a one-year US-China trade truce set to expire Nov. 10, Chinese President Xi Jinping begins a state visit to Washington on Wednesday, his first trip to the US capital in a decade. Xi and Trump hold talks Thursday on AI safety, chip export limits and rare earth minerals, followed by a White House state dinner. |
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US wins wider military access to Greenland After months of Trump threats to take the Danish territory, Trump signed a security pact Tuesday with the prime ministers of Denmark and Greenland on the UN sidelines. The deal lets US forces expand Pituffik Space Base in the far northwest, open new bases in Greenland’s south and east, and fly or land anywhere on the island, with no end date. |
A new Exxon is rising, and Wall Street is repricing it
In the 1970s, three oil giants found it. They buried it to protect oil.
Sixty years later, one company finally cracked it.
Google just signed a 15-year deal. The biggest names in tech are moving in fast.
A new Exxon is rising, and Wall Street is still pricing it like a sleepy little energy stock.
That window does not stay open once the crowd wakes up.
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WORLD |
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Zelenskyy meets Trump as Russian strikes kill five 40 MIN Overnight Russian missile and drone attacks on at least four Ukrainian regions killed five people before Ukrainian President Volodymyr Zelenskyy met Trump at the UN on Tuesday. The 40-minute meeting ended with no new deals announced, though Trump told reporters he believes Ukraine and Russia will reach an agreement. |
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Britain’s Burnham gets a warm first meeting with Trump Andy Burnham, who became UK prime minister in July and once said he would refuse to meet Trump, held his first talks with the president in New York on Tuesday. Trump called Burnham a “natural businessperson” and said US-UK ties had improved since Keir Starmer left office, while Burnham said the two discussed Ukraine, trade and the Falkland Islands. |
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Iran offers to reopen Hormuz within a week 7 DAYS A senior Iranian official told Reuters that Tehran would reopen the Strait of Hormuz, the narrow Gulf passage for much of the region’s oil, within seven days if the US eases military pressure and lifts its blockade of Iranian ports. Saudi Arabia is also reported to be preparing to restart exports through its East-West pipeline, which bypasses the strait. |
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UN adds a special AI session after Guterres warning UN Secretary-General António Guterres warned Tuesday against AI that runs without oversight or accountability, and a special session on the technology was added to Wednesday’s schedule. In his first UN speech, British Prime Minister Andy Burnham said the UK will lead global efforts to set AI standards. |
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Iran’s military brushes off Trump’s threat Responding to the UN speech, Iran’s armed forces said in a joint statement early Wednesday that Trump’s threats were a tool for domestic politics, not a reflection of the battlefield. Parliament speaker Mohammad Bagher Ghalibaf said Iran would never surrender, according to the state-linked Tasnim news agency. |
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Trump has the same authority Nixon used. His advisors say he's using it.
The dollar in your pocket buys less every single year, and inflation quietly erodes the retirement savings you worked decades to build. That is exactly why conservative investors and retirement savers keep returning to one asset that has held value for thousands of years. Gold does not depend on any government promise or printing press. This free guide shows, in simple terms, how physical gold fits into a protected retirement strategy today.
P.S. There is no pressure and no complicated language here, just a clear breakdown of how everyday Americans are shielding their savings from relentless inflation right now. Please take a quiet moment to read it soon.
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POLITICS |
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Voters give Trump his worst foreign policy marks yet 71% A CNN/SSRS poll released Tuesday, the day of Trump’s UN speech, found 71% of voters disapprove of how he handles foreign affairs. That is the lowest rating on the issue in either of Trump’s two terms. |
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Democrats hold a 12-point edge 41 days before midterms 53–41 An NPR/Marist poll taken Sept. 14–15 found registered voters prefer Democratic candidates for Congress 53% to 41%, a 13-point swing from Trump’s 2024 popular-vote win. A plurality of voters, 45%, said their vote for Congress on Nov. 3 is a vote against Trump. |
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Trump rejects global AI limits and renames the race Pushing back on UN calls for international AI controls, Trump said Tuesday the US will not slow the technology and will now refer to AI as “super intelligence.” Trump told the assembly the US is well ahead of China and intends to stay there. |
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Musk, Bezos and Huang head to the Xi state dinner 8 CEOS As Washington and Beijing compete for AI dominance, eight business leaders are confirmed for Thursday’s White House state dinner for Xi, the White House said. The list includes Elon Musk of SpaceX, Jeff Bezos of Amazon, Jensen Huang of Nvidia, Sam Altman of OpenAI, Sundar Pichai of Google, Michael Dell, Jane Fraser of Citi and Tim Cook of Apple. |
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Trump calls drug cartels “the ISIS of the Western Hemisphere” Trump used his UN address to label cartels enemies of civilization, days after CNN reported on Sept. 18 that the Pentagon plans to move most of its armed MQ-9 Reaper drones from Africa to the command covering South America. Six sources told CNN the drones will back counternarcotics and counterterror missions in the region, including possible operations in Ecuador. |
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7 presidents. One date on the calendar.
Seven times since 1933, the gold market has come within days of breaking.
Roosevelt. Johnson. Nixon. Carter. Bush. Obama. Trump.
Every one was in office when it happened.
And every break landed on the same kind of date. The day paper holders can demand the actual metal.
Roosevelt repriced gold overnight. Nixon shut the gold window. In 2020 they invented a new contract on the fly.
The next of those dates is September 30th.
I've found the company I want to own before it arrives.
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MARKETS |
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Nasdaq notches a second straight record close 27,244 Tech stocks kept climbing Tuesday on the AI trade, lifting the Nasdaq Composite 0.5% to a record 27,244 as oil prices eased. The S&P 500 finished flat, while the Dow Jones Industrial Average, the 30-stock blue-chip index, fell 185 points to 51,864 as bank shares slid. |
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Meta adds $192 billion in one day on its AI agent +11% Muse, Meta’s new AI agent that books travel, sends email and shops for users, hit No. 1 on Apple’s US App Store less than two weeks after its Sept. 8 launch. Meta shares jumped about 11% Monday to $741.25, the stock’s best day since April 2025, even as Amazon blocked Muse from shopping on its site. |
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Brent slips under $100 as Iran talks resume $98.47 Oil kept falling after Trump described Tuesday’s meeting with Iranian envoys as very good. Brent crude, the global oil benchmark, dropped 1.9% to $98.47 a barrel but still sits about 46% above its price a year ago. |
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Borrowing costs stay high after first Fed hike since 2023 3.75–4% Citing inflation fed by rising oil prices, the Federal Reserve raised its key rate a quarter point to 3.75%–4% on Sept. 16, its first increase since July 2023. Most Fed officials expect one more hike this year, and the 10-year Treasury yield, which guides mortgage rates, sits near 5%. |
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AMD crosses $1 trillion as chip stocks surge $1T Renewed confidence in AI demand sent chipmakers sharply higher Monday, with Intel up 12% and Advanced Micro Devices up 10%. The gain pushed AMD’s market value past $1 trillion for the first time. |
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The opportunity under the everyday
Most days, you have no reason to think about financial infrastructure. You make a payment, move money or check an account. What matters is that it works.
As an investor, though, the systems behind those ordinary actions can be worth a closer look. That’s the reason for this sponsored note.
Andy Howard’s New Money Grid presentation examines blockchain-based finance through an infrastructure lens: as activity moves onto digital networks, what might those networks need more of?
His answer centers on a digital asset he calls “Digital Oil.” He believes it could benefit from demand connected to the work those networks perform.
It’s an investment idea with a useful starting point: look at how the system works, then ask where the economics could be attractive. The case still depends on adoption, competition and whether the asset actually captures value.
We’re sharing the presentation because it brings a broad technology story down to a specific question you can research. The video also introduces The Edge, Andy’s paid research newsletter.
If you’re curious about the business behind the transaction, give his explanation a look. Before your next investment decision, see why he believes this part of the financial system deserves attention.
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ENTERTAINMENT |
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States settle, clearing the way for Paramount’s Warner Bros. deal $81B Twelve states and Hollywood writers settled their lawsuits Monday against Paramount’s purchase of Warner Bros. Discovery, clearing a key hurdle for a deal that joins two of Hollywood’s five major studios. In return, Paramount pledged to boost US film production, fund workers who lose jobs in the merger and add oversight of news independence at outlets including CBS and CNN. |
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Tom Cruise premieres ‘Digger’ with William and Kate Alejandro González Iñárritu’s dark comedy ‘Digger’ held its world premiere Tuesday in London’s Leicester Square, with Prince William and Catherine, Princess of Wales, as guests of honor. Cruise plays an oil tycoon racing to undo a disaster he caused, and the film opens in North America on Oct. 2. |
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Madonna and Taylor Swift lead the VMA field SUN. 7:30 ET The MTV Video Music Awards return to Los Angeles this Sunday, Sept. 27, for the first time since 2017, with Madonna and Taylor Swift leading the nominees. Ariana Grande, Bruno Mars, Sabrina Carpenter and Shakira are also top contenders, and the show airs at 7:30 p.m. Eastern on CBS and MTV. |
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Coroner rules Hayden Panettiere’s death an accident The coroner in Greenville County, South Carolina, found that actress Hayden Panettiere, known for ‘Heroes’ and ‘Nashville,’ died from fentanyl and several other drugs, TMZ reported Tuesday. Panettiere, 36, was found unresponsive Aug. 16 in a Greenville apartment. |
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Meta expected to show camera-free glasses tonight Facing privacy complaints over its camera-equipped smart glasses, Meta is expected to unveil camera-free frames code-named Luna at its Connect event in Menlo Park, California, according to reports from The Information. CEO Mark Zuckerberg takes the stage at 7 p.m. Eastern Wednesday. |
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