A 20-year nuclear deal reveals the single point of failure in the AI buildout—and where capital should flow next.
When visionaries overstay in politics, shareholders pay the bill.
EV demand is rising, but Tesla is falling. The Musk premium is eroding. Here’s why that matters for the broader market.
Nvidia’s earnings will either ignite the next leg... or expose the rot.
The world’s second-largest economy is quietly bleeding from its core asset class. As China’s housing market collapses, contagion risk is rising—and portfolios remain dangerously exposed
Moody’s just pulled the plug on America’s last AAA rating—and this time, the bond market cared. Yields surged, the dollar cracked, and the “safe haven” myth surrounding U.S. Treasury is unraveling.
Markets still think energy is a cyclical sector. That thinking is dead. Energy is now strategy, sovereignty, and survival. And the West is cornered.
Beneath the surface calm lies a structurally unstable system held together by hope, inertia, and the absence of panic... for now.
When AI growth meets grid limits: The Supermicro moment
Behind the numbers: how front-loaded imports, inflation shocks, and retaliation risks are redrawing the map for investors.
A seasoned crisis-fighter takes charge as U.S.-Canada tensions heat up. Here’s where investors should watch, and act.
Washington’s message is changing: science-first reforms, fast-track approvals, and a critical Medicare fix. This is where the opportunity lies.
