Geopolitics
The Donroe Doctrine's $100B Caribbean Play: Venezuela Oil, Panama Canal, and the ETF Surge Nobody Saw Coming
What it means for Energy ETFs
Oil
+9
Venezuela 2026: What This Oil Shock Really Means for Energy ETFs
303 billion barrels in reserves. Less than 1% of daily production
Oil
+10
TSMC's $42 Billion Bet: The Infrastructure Play Wall Street Missed
CoWoS packaging capacity is expanding 3.6x by 2026
TSMC
+10
How Geopolitical Risk Stopped Moving Oil Prices and Started Moving Precious Metal
Gold surged 70% and defense ETFs gained 62% while Brent crude flatlined
Commodities
+12
Tariffs, Debt, and Defense ETFs Up 66%: The Trump 2.0 Playbook Nobody's Talking About
$3.3 trillion in expected tariff revenue became $2.5 trillion
SupplyChain
+10
India (INDA) vs. China (FXI): The Great Factory Migration
INDA +42%, FXI -28%: What Changed?
FXI ETF
+8
Inside NVIDIA's $57 Billion Quarter: Why Insiders Are Selling While Retail Doubles Down
Company executives unloaded $1 billion in shares before the 62% revenue surge
AI chips
+8
The Oil Price Paradox: Why WTI Crude Bounced Back 2.4%. What It Means for Energy ETF Investors
Oil spiked 2.4%. Don't chase it
Oil
+6
