Data in your inbox
New research by email. No spam, unsubscribe anytime.
Data Notes
Independent data studies: prices, markets, statistics. Every chart links to its data.
- Hormuz isn't empty. It went dark
Open satellite data says the Strait of Hormuz is all but closed: 3% of the ships it saw before the war. Commercial trackers say three quarters of the crude still gets through, unseen, escorted and at a steep price. Here is the gap, and who gets paid for it.
FRO$53.75 → ……BNO$61.45 → …… - Everyone talks peace, the war keeps growing. That is why Ukraine tests tomorrow's weapons today
Since 2022, Russia's threats turned into strikes, US–Iran talks kept ending in bombs, and China drilled around Taiwan while its parts reached Russia. In the first year of US–Russia talks, Russia launched 3.5 times more drones and missiles at Ukraine. Swarmer, the first Ukrainian drone company on Nasdaq, is a bet on what that war produces.
SWMR$15.68 → …… - Anthropic at $2 trillion would be pricier than Cisco at the top of the dot-com bubble
Investors expect Anthropic to list at $2 trillion or more. That is 43 times its revenue, the price of Coca-Cola, Netflix, Disney and eight other brands combined, and more than 176 of the world's 190 economies produce in a year. Four comparisons and two tests on 15 years of tech IPOs.
AnthropicIPO expected · not listed yet - Europe's airlines locked in cheap fuel. It didn't save their shares, and it runs out in 2027
Five European airlines hedged most of their fuel before the 2026 oil shock; the five biggest US airlines hedged none. Their shares fell just as far, and Europe's cover runs out next year. With a live tracker.
LHA.DE€7.60 → ……RYA.IR€23.79 → ……UAL$112.51 → …… - Intel vs AMD: who gives more CPU per dollar in October 2026?
Multi-thread performance per dollar for 17 current desktop processors, at US retail prices on October 3, 2026, plus how both stocks have moved since.
INTC$119.33 → ……AMD$633.91 → ……
You'll get a confirmation email first. See the privacy policy.