Bessent Told Congress He’s Buying Long Bonds. The Market Isn’t Convinced.
Treasury is both issuer and buyer. With the 10-year at a 2007 high and the Fed poised to hike, that tension is now central for fixed income investors.
Category: Economy
Zcash Passed $1,000. The Short Sellers Paid for It.
A Grayscale spot ETF, forced liquidations, and a top-ten market cap while Bitcoin sits stuck near $79,900.
Fervo Energy Jumped 28% on the Google Deal. The Cash Flows Are Still Two Years Away.
FRVO’s record geothermal contract is real, but the gap between a headline and a paycheck matters for how much you own.
Nvidia Paid 86x Revenue for Hugging Face. The Price Is the Point.
Portfolio managers who own NVDA need to decide if Jensen Huang just secured a software moat or handed rivals their best antitrust argument yet.
Chargeback Rates Are Now the Key Metric in HIMS
Visa monitoring makes Hims’ GLP-1 subscriptions legible from the outside.
Silver’s Six-Year Deficit Just Got Worse
The metal is trading near $69 and the supply math has not improved. Three producers just proved the cash flow case.
The Unloved Sector Just Beat Chips
Healthcare has outrun SOXX since June. The flows have barely started.
HD Beat. The Real Money Is Still Frozen.
A $47.9B quarter confirms Home Depot can win the small-project fight. The big-ticket remodel remains hostage to a housing market that hasn’t moved since 2022.
The AI Killshot That Is Actually Saving Office REITs
The crowd shorted offices because of AI. AI firms are now the biggest tenants.
The Cloud Just Got a Quantum Layer
Oracle and Quantinuum aren’t announcing a research project. They’re announcing the architecture of the next computing stack.