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MarketAnalysis


Private Credit's $1.6 Billion Wake-Up Call: What Blue Owl's Gated Fund Means

Private Credit's $1.6 Billion Wake-Up Call: What Blue Owl's Gated Fund Means

Jamie Dimon Called It "Cockroaches." Now Blue Owl Has Confirmed the Fears. Here's What Sophisticated Investors Must Do Right Now

ETF

+9

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

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

+9

TSMC's $42 Billion Bet: The Infrastructure Play Wall Street Missed

TSMC's $42 Billion Bet: The Infrastructure Play Wall Street Missed

CoWoS packaging capacity is expanding 3.6x by 2026

TSMC

+10

Palantir's $5.4B Government Contract Surge: Which Defense ETFs Win?

Palantir's $5.4B Government Contract Surge: Which Defense ETFs Win?

How software-defined defense is splitting $ITA, $XAR, and $SHLD returns

PLTR

+11

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

Gold vs Bitcoin: Who Won the 2025 Debasement Trade

Gold vs Bitcoin: Who Won the 2025 Debasement Trade

Record $1.28 trillion in inflows crushed 2024's previous high

ETF

+9

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