Archive

Dive into a collection of past posts and rediscover timeless content.

NVDA’s Illusion: All the Excitement, Zero Upside

Nov 24, 2025

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8 min read

NVDA’s Illusion: All the Excitement, Zero Upside

Everyone’s still chasing the AI story while the market quietly prices the upside at zero.

Stimulus 2.0: How a “Tariff Dividend” Could Move Markets

Nov 17, 2025

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11 min read

Stimulus 2.0: How a “Tariff Dividend” Could Move Markets

A decisive playbook for announcement day, deposit week, and the months after.

Gold

The Market’s Only Bet

Nov 10, 2025

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9 min read

The Market’s Only Bet

Why the Smart Money Doesn’t Believe This Rally