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SMCI’s Margin Doubled. That’s the Number That Matters.
Nvidia Just Turned GPUs Into Collateral
$963B in Interest. The Japan Risk Nobody Is Pricing.
The $78-Per-Share Spread Nobody Disclosed
The ROIC Question Is Finally Getting Answered
Gold at $4,700 With the Fed on Hold: What the GLD Options Market Is Telling You
Politics

Gold at $4,700 With the Fed on Hold: What the GLD Options Market Is Telling You

Spot gold is near historic highs even as the Fed stays hawkish – and the options skew is revealing which way smart money is leaning.

May 28, 2026
The Defense Trade Is Not What You Think — Here’s How to Actually Position It
Top News

The Defense Trade Is Not What You Think — Here’s How to Actually Position It

Between Iran ceasefire signals, record backlogs, and Palantir’s 85% revenue surge, the defense sector just got a lot more complicated.

May 28, 2026

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Recent Posts

  • SMCI’s Margin Doubled. That’s the Number That Matters.
  • Nvidia Just Turned GPUs Into Collateral
  • $963B in Interest. The Japan Risk Nobody Is Pricing.
  • The $78-Per-Share Spread Nobody Disclosed
  • The ROIC Question Is Finally Getting Answered
  • Abel Is Spending. Burry Is Not Impressed.
  • When the VIX Rises With Stocks, Pay Attention

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