Copper Just Got Its Most Consequential Policy Decision in Decades
The June 30 Commerce report lands as phased tariffs, supply deficits, and AI demand collide.
Economy
Alphabet Just Lost Everything in Europe. The Real Risk Isn’t the Fine.
A permanent $4.7 billion penalty is the smallest part of what just changed for Google.
The $700 Billion Question Nobody Can Answer
Big Tech is spending more than ever on AI. The cash is almost gone.
Chips Are Down 15% in Two Days. The Thesis Isn’t Broken.
An 87% quarterly gain in semis was always going to end like this.
The Market Just Had Its Best Quarter in Six Years. The Next 30 Days Will Decide Everything.
Q2 is over. Now comes the real test.
Senior Housing Is at Full Capacity. The Build Pipeline Is Empty.
The most predictable demographic wave in history just arrived. The market is not ready.
Europe Just Declared Tech Independence. The $420 Billion Bill Goes to U.S. Companies.
The EU’s Tech Sovereignty Package is the biggest regulatory risk nobody is modeling.
Bitcoin Just Had Its Worst ETF Outflow Streak Ever. The Real Trade Is the Divergence.
Institutions are fleeing the ETF wrapper. Corporate treasuries are buying the dip directly.
Nike Is at a 12-Year Low. Earnings Are in Two Days.
The Win Now turnaround faces its biggest test yet on June 30.
Consumer Sentiment Is Near Its Worst Ever. The Stock Market Disagrees.
This gap between how people feel and how stocks trade has never been this wide.