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Macroeconomics

For the First Time in 57 Years, No Agreement Caps U.S. and Russian Nukes

For the First Time in 57 Years, No Agreement Caps U.S. and Russian Nukes

New START Is Gone. The U.S. Is Spending $95B a Year on Nuclear Modernization

DefenseTech

+9

New World Order: Munich Security Conference. EU Signal Strategic Repositioning. Aluminum Tariff Reversals.

New World Order: Munich Security Conference. EU Signal Strategic Repositioning. Aluminum Tariff Reversals.

Gold Tests $5,000 Support. Aluminum Tariff Reversals. Munich Security Conference. EU Signal Strategic Repositioning

TradeWar

+9

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

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

+9

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

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

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

KevinWarsh

+9

Inside the Agricultural Commodity Trade You Missed

Inside the Agricultural Commodity Trade You Missed

$727M in DBA, $582M in MOO, and +1.2% YTD returns while equities fell

Trading

+11

The $3.9 Trillion Question: Why Gold ETFs Just Became Strategic Cash for Investors Who Know What's Coming

The $3.9 Trillion Question: Why Gold ETFs Just Became Strategic Cash for Investors Who Know What's Coming

Gold trading volumes tripled. And gold gained 70% in a single year

ETF Investing

+9

How Geopolitical Risk Stopped Moving Oil Prices and Started Moving Precious Metal

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

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

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