FEATURED

$32 Billion in 24 Hours: What Alphabet's Historic Bond Sale Means for Tech ETF Investors

Feb 11, 2026

•

8 min read

$32 Billion in 24 Hours: What Alphabet's Historic Bond Sale Means for Tech ETF Investors

Michael Burry Just Compared Alphabet to Motorola 1997. Here's What Every Tech ETF Investor Should Do Right Now.

Cloud Infrastructure Race: Q4 2025 Revenue Reality Check

Feb 7, 2026

•

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

Amazon

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

Feb 6, 2026

•

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

Alphabet

Feb 5, 2026

•

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

IndiaUS

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

Feb 4, 2026

•

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

•

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

•

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

THE LATEST

Kawasaki Hit +17% in a Single Day. Here's Why Japan's Defense Boom Is the Most Predictable Trade of 2026

Feb 10, 2026

•

8 min read

Kawasaki Hit +17% in a Single Day. Here's Why Japan's Defense Boom Is the Most Predictable Trade of 2026

The Takaichi Trade: What a Two-Thirds Majority Means for Defense ETFs

AsianMarkets

The Great Unwinding: Why China's $640 Billion Treasury Reduction Could Keep Rates Higher for Longer

Feb 9, 2026

•

8 min read

The Great Unwinding: Why China's $640 Billion Treasury Reduction Could Keep Rates Higher for Longer

What Does China's 18-Year Treasury Low Mean for Your Portfolio? Analysis of the $682 Billion Signal

USTreasuries

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

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

Optimus

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

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

LNG

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

STAY UP-TO-DATE WITH THE ETF ALERT

FEATURED

$32 Billion in 24 Hours: What Alphabet's Historic Bond Sale Means for Tech ETF Investors

Cloud Infrastructure Race: Q4 2025 Revenue Reality Check

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

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

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

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

THE LATEST

Kawasaki Hit +17% in a Single Day. Here's Why Japan's Defense Boom Is the Most Predictable Trade of 2026

The Great Unwinding: Why China's $640 Billion Treasury Reduction Could Keep Rates Higher for Longer

TRENDING

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

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

STAY UP-TO-DATE WITH THE ETF ALERT