FEATURED

Cloud Infrastructure Race: Q4 2025 Revenue Reality Check

Feb 7, 2026

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9 min read

Cloud Infrastructure Race: Q4 2025 Revenue Reality Check

Big Tech's $650 Billion Bet: Q4 2025 Cloud Revenue Results Show Who's Actually Winning the Infrastructure War

IndiaUS

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

SpaceX

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

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

THE LATEST

S&P 500 & Nasdaq Go Negative: The $650 Billion AI Spending Shock

Feb 6, 2026

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10 min read

S&P 500 & Nasdaq Go Negative: The $650 Billion AI Spending Shock

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

Amazon

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

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

TradeWar

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

Commodities

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