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S&P 500

Gold–Silver Dynamics are shifting again

After silver’s sharp rally of 120%+ in 2025, momentum has cooled. The gold–silver ratio, which compressed to ~44 earlier this...
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AI’s Next Era: Infrastructure, Earnings, and Real Demand

With recent headlines such as Michael Burry, famous for his 2008 “Big Short” bet, warning that AI may be repeating...
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US – India Tariffs: Loud Headlines, Modest Reality

The Headline Noise On August 27, Washington doubled tariffs on Indian goods, raising duties to ~50%. Headlines screamed of a...
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