FEATURED

Alphabet's Signal: What $637B in 2027 Capex Tells Us About the AI Arms Race

Feb 5, 2026

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7 min read

Alphabet's Signal: What $637B in 2027 Capex Tells Us About the AI Arms Race

From Asset-Light to Capital-Intensive: The $562B Reality Big Tech Can't Escape

Alphabet

KevinWarsh

Weekend Market Outlook: Risk-Off Synchronization Meets AI Infrastructure Inflection

Feb 2, 2026

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9 min read

Weekend Market Outlook: Risk-Off Synchronization Meets AI Infrastructure Inflection

Forced Deleveraging Across Gold, Oil, and Tech Creates Entry Points Smart Money Is Watching

Trump's Fed Pick Sends Gold Crashing: What Investors Need to Know Now

Jan 31, 2026

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10 min read

Trump's Fed Pick Sends Gold Crashing: What Investors Need to Know Now

Fed Chair Shock: How Warsh's Nomination Triggered Gold Crash in Hours

Optimus

Tesla's $20 Billion Capital Reallocation: The Automotive Giant's High-Stakes Pivot to AI and Robotics

Jan 29, 2026

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11 min read

Tesla's $20 Billion Capital Reallocation: The Automotive Giant's High-Stakes Pivot to AI and Robotics

Q4 net income crashed 61% while Musk announced record $20B capex for robotics and A

LNG

The business of US-Saudi diplomacy you’ve been missing

Jan 28, 2026

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11 min read

The business of US-Saudi diplomacy you’ve been missing

This $120B energy deal could make or break your natural gas positions

TradeWar

Jan 27, 2026

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11 min read

Trade War 2.0: Why 2025's $200 Billion Tariff Burden Mirrors the Failed 2018-2019 Strategy

US' Self-Inflicted Trade Wound: How 96% Pass-Through Rates Turn Tariffs Into Consumer Taxes

Commodities

Gold Breaks $5,100: The Perfect Storm of Shutdown Chaos and Dollar Weakness

Jan 26, 2026

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7 min read

Gold Breaks $5,100: The Perfect Storm of Shutdown Chaos and Dollar Weakness

From $2,750 to $5,100: Why Gold's 85% Rally Is About More Than Safe-Haven Demand

THE LATEST

U.S.-India Trade Deal Unlocks $500 Billion in Commitments While Targeting China's Critical Minerals Stranglehold

Feb 4, 2026

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8 min read

U.S.-India Trade Deal Unlocks $500 Billion in Commitments While Targeting China's Critical Minerals Stranglehold

Beyond Tariff Cuts: How the U.S.-India Framework Agreement Reshapes Global Critical Minerals Supply Chains

IndiaUS

SpaceX Acquires xAI in $1.25 Trillion Deal: Orbital AI Infrastructure

Feb 3, 2026

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7 min read

SpaceX Acquires xAI in $1.25 Trillion Deal: Orbital AI Infrastructure

The $1.25 Trillion Merger: How SpaceX-xAI Rewrites Space Investment Economics

SpaceX

Greenland's Unwritten Deal: US Missiles, Mining Rights, and the $2.1T Rare Earth Battle That's Reshaping NATO's Arctic Strategy

Trump's Greenland Framework Exposes Arctic Militarization Play. No Written Deal, But Defense & Rare Earth ETFs Already Moving

RareEarths

"Groundhog Day": Zelensky Torches Europe's Defense Inaction

Zelensky Blasts European Allies as "Groundhog Day" Talkers: The Defense ETF Rotation Nobody Sees Coming

Zelensky

Trump’s ‘Board of Peace’: What Happened Behind Closed Doors

Putin Wants to Pay Trump $1 Billion Using America's Own Sanctions. Defense ETFs Are Already Pricing It In

Trump

Trump's Greenland Pivot: How the Davos "Framework" Creates a $1.5 Trillion Defense Spending Opportunity

Trump Announces NATO Deal Framework. Why Defense ETFs Just Got More Attractive

Trump

Trump's NATO Shakedown at Davos: Defense Sector Poised for Historic Rally as $680B European Spending Hangs in Balance

Trump Questions Article 5, Threatens Tariffs on France and Denmark: Defense Sector Positioning for Sustained Rally

RareEarths

Trump's 401(k) Housing Plan: How ETF Investors Should Position for the $7 Trillion Capital Shift

How to Profit While Others Panic: The REIT Rotation That Could Save Your Portfolio

TrumpEconomy

Greenland's $2.4 Trillion Arctic Treasure: SCOTUS Ruling Tomorrow. What’s Next

Trump Threatens 25% EU Tariffs Over Greenland Resources. Supreme Court Decides Tomorrow If He Can

Uranium

Taiwan's $250 Billion Chip Bet Just Rewrote the Semiconductor Playbook—Here's What Investors Need to Know

Trade Deal That Broke the Chip War

TSMC

STAY UP-TO-DATE WITH THE ETF ALERT

FEATURED

Alphabet's Signal: What $637B in 2027 Capex Tells Us About the AI Arms Race

Weekend Market Outlook: Risk-Off Synchronization Meets AI Infrastructure Inflection

Trump's Fed Pick Sends Gold Crashing: What Investors Need to Know Now

Tesla's $20 Billion Capital Reallocation: The Automotive Giant's High-Stakes Pivot to AI and Robotics

The business of US-Saudi diplomacy you’ve been missing

Trade War 2.0: Why 2025's $200 Billion Tariff Burden Mirrors the Failed 2018-2019 Strategy

Gold Breaks $5,100: The Perfect Storm of Shutdown Chaos and Dollar Weakness

THE LATEST

U.S.-India Trade Deal Unlocks $500 Billion in Commitments While Targeting China's Critical Minerals Stranglehold

SpaceX Acquires xAI in $1.25 Trillion Deal: Orbital AI Infrastructure

TRENDING

Greenland's Unwritten Deal: US Missiles, Mining Rights, and the $2.1T Rare Earth Battle That's Reshaping NATO's Arctic Strategy

"Groundhog Day": Zelensky Torches Europe's Defense Inaction

Trump’s ‘Board of Peace’: What Happened Behind Closed Doors

Trump's Greenland Pivot: How the Davos "Framework" Creates a $1.5 Trillion Defense Spending Opportunity

Trump's NATO Shakedown at Davos: Defense Sector Poised for Historic Rally as $680B European Spending Hangs in Balance

Trump's 401(k) Housing Plan: How ETF Investors Should Position for the $7 Trillion Capital Shift

Greenland's $2.4 Trillion Arctic Treasure: SCOTUS Ruling Tomorrow. What’s Next

Taiwan's $250 Billion Chip Bet Just Rewrote the Semiconductor Playbook—Here's What Investors Need to Know

STAY UP-TO-DATE WITH THE ETF ALERT