Finance News
Markets, macro and movers — curated.
Gold to $15,000 and Silver to $1,000: The Asymmetry Behind the Next Metals Run
A case for gold reaching $15,000 and silver $1,000, with miners delivering 7x returns as a monetary shift barely begins.
Why Weaker Retail Gold Bids Don't Mean the Metals Squeeze Is Over
A close look at whether falling retail gold and silver bids signal a real end to the physical squeeze, or just short-term dealer caution.
The Big Three Trades: Verizon, Newmont, and SPCX
Three stock trades broken down by charts and options - Verizon buy, Newmont breakout, and a defined-risk SPCX call spread.
Why Bonds Still Belong in Portfolios as the Fed Leans Toward Rate Hikes
Treasury yields are climbing on shifting Fed rate expectations, yet bonds still add real value to diversified portfolios.
Thursday Earnings Movers: NetApp, Five Below, and Victoria's Secret
NetApp drops on weak cash flow despite a beat, Five Below climbs on squishy toys, and Victoria's Secret falls on a revenue miss.
Five Altcoins With Bigger Upside Than Bitcoin Right Now
Why money printing lifts Bitcoin, and five altcoins - HYPE, LINK, TAO, UNI, SOL - with strong fundamentals worth buying today.
The Big 3 Trades: Betting Against JPM and GM, Betting on TLT
Three options trades built around interest-rate uncertainty: short JPMorgan (JPM), long TLT bonds, and short General Motors (GM).
Dell Jumps on Record AI Server Earnings, Analysts Lift Targets
Dell posts record $47B revenue and $60.9B AI server backlog, raises fiscal 27 outlook to $192B, and draws a wave of price target hikes.
Why Bonds, Pfizer, and Dentsply Sirona Are Contrarian Buys Right Now
A contrarian case to buy long bonds on Treasury demand, plus out-of-favor value plays in Pfizer (PFE) and Dentsply Sirona (XRAY).
Gold and Silver Set to Gain as Central Banks Hoard the One Asset They Can't Print
Central banks and Tether are buying gold on the dip while forecasts point to $5,100 to $10,000 gold, with physical supply the real constraint.
AI's Day of Reckoning: How Debt and a Cyclical Earnings Boom Could Trigger a 30-50% Selloff
Why high debt, stretched valuations, and a possibly cyclical AI earnings boom could push the stock market down 30% to 50%.
The Big 3 Trade Setups: GE Vernova, BlackRock, and Western Digital
Fundamental and technical breakdown of three stocks - GEV, BLK, and WDC - screened by debt, cash flow, and chart support levels.
September Headwinds, an AI Bubble, and Where the Real Value Sits
A read on weak September seasonality, Fed rate odds, an AI bubble, and value in SPCX, MRVL, and GMR Solutions.
The Crypto Signal Big Money Is Sending Before Q4
Crypto inflows hit $3.2B, institutions load up crypto stocks, and the ISM PMI chart signals whether altcoin season is near.
One More Cycle Before the Reset: The Case for $200 Silver, $7,000 Gold, and a Bond Boom
A contrarian macro case for $200 silver and $7,000 gold this cycle, a bond bull market, and a deflationary bust that forces $20 trillion in new Fed QE.
The Big Three Trade Setups: Cadence (CDNS), Cloudflare (NET), and Walmart (WMT)
Options and chart setups for Cadence (CDNS), Cloudflare (NET), and Walmart (WMT), with breakout levels, Fibonacci zones, and reward-to-risk trades.
Save in Gold, Keep Liquidity, and Learn the Business You Buy
Why gold protects purchasing power, cash is ammunition for crashes, and skill beats speculation as the dollar's value erodes over the next decade.
The 2026 IPO Market Report Card and the Road to Anthropic's Public Debut
A grade-by-grade look at the 2026 IPO market and why Anthropic will beat OpenAI to a public debut.
Microsoft Rallies 47% off June Lows: Two Options Trades for a Stock Near Records
Microsoft (MSFT) is up over 47% since June on strong Azure and AI growth, but overbought signals prompt two cautious options trades near the $500 level.
Warsh's Hawkish Jackson Hole Speech and What It Means for Bitcoin
A hawkish Jackson Hole speech raised September rate-hike odds to a coin flip and cooled Bitcoin's debasement-driven rally near $80,000.