Gold Has Lost Its 2026 Gain. A September Rate Hike Is Why.
With hike odds near 70% and real yields rising, the levels that matter for GLD, GDX, and silver.
Category: Business
What Last Year’s Shutdown Tells You About This One
The October 2025 shutdown erased a jobs report and barely dented the S&P 500. Here is the calm playbook if history repeats.
What Nasdaq Multiples Don’t Price In
Taiwan’s record $35 billion defense budget puts a price on tail risk. The question is whether chip stocks reflect any of it.
The Refinery Is the Moat in Rare Earths
Separation is where the 20-year franchise is built.
Gilead’s One-Molecule Bet
Thursday’s FDA decision on bictegravir plus lenacapavir will test how much of Gilead’s future depends on a single capsid inhibitor.
IAMGOLD’s $1B Reversal
Côté hit nameplate, net debt flipped to net cash, and the expansion plan arrives in Q4.
Safe Assets Are Not What They Used to Be
T-bills still pay. Long Treasuries are bleeding. The $7.93 trillion parked in money markets is sitting on a reinvestment clock nobody is watching closely enough.
The $40T Signal Gold Is Reading Correctly
The Treasury buyback surprise, $7.93T in cash, and a yield curve that just broke its own rules.
Klarna Is Selling Less Volume on Purpose
The GMV slowdown is deliberate. Investors pricing it as demand are wrong.
Four Memory Stocks at the Center of AI’s Biggest Bottleneck
HBM is sold out. DRAM is tightening. These four companies are not equally priced for what comes next.