Tag: interest rates

Finance • October 9, 2026

The US 10-Year Yield Just Hit 5.35%. Tech Stocks Have a Problem.

The US 10-year Treasury yield touched 5.35% on October 7, 2026, reaching territory investors had not seen since 2002. It was an extraordinary number for the world’s most important government bond market, but the implications extend well beyond Treasury traders. For investors holding Nvidia, Microsoft, Amazon, growth stocks or Nasdaq ETFs, the problem is not […]

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Finance • October 6, 2026

A Brazilian ETF Just Jumped 12.5% on an Election Result

An ETF designed to represent one of the world’s largest economies moved 12.5% in a single trading session because of an election. On Monday, October 5, the iShares MSCI Brazil ETF (EWZ) closed at $42.98, up $4.79 from Friday’s $38.19 close. Trading volume exploded to roughly 187 million shares, more than three times the previous […]

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Crypto Explained • September 8, 2026

What Does Bitcoin Hedge, Exactly?

Bitcoin has spent most of its adult life accumulating narratives. It was electronic cash, then digital gold. It became an inflation hedge, an escape hatch from monetary debasement, a geopolitical safe haven, a liquidity sponge and, depending on the market cycle, the ultimate risk-on asset. The problem is obvious: an asset cannot be judged as […]

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Market Pulse • August 30, 2026

The Week Nvidia Delivered the Receipts and the Fed Raised the Difficulty

Last week, the market demanded receipts. This week, it got them. Nvidia delivered another absurd quarter, Bitcoin pushed through $80,000, CrowdStrike reminded Wall Street that AI can create software revenue as well as GPU bills, and the major US indices managed to finish higher. For about five minutes, everything looked beautifully simple. Then Kevin Warsh […]

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Crypto • August 11, 2026

Bitcoin, Gold and Copper Are Telling Different Apocalypse Stories

Bitcoin is back around the $65,000 line. Copper has pushed above $14,000 per tonne. Gold, after trading above $5,000 earlier this year, is climbing again as markets rethink the Federal Reserve and the dollar. At first glance, this looks like one giant fear trade. Buy the hard stuff. Sell the future. Prepare for monetary debasement, […]

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Future Tech • June 15, 2026

When SpaceX Eats Wall Street: The IPO That Broke Gravity

SpaceX did not just go public. It performed a market-wide launch sequence. The kind with countdown graphics, retail investors spamming buy buttons, bankers pretending they are not emotionally attached, and every risk-on trader suddenly talking like they just discovered orbital mechanics. A record-breaking space IPO is never just an IPO. It is a story engine, […]

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News • June 11, 2026

Trump Says He Loves Inflation. Markets Definitely Do Not

Inflation is supposed to be a number. A percentage. A line in a government report. Something economists argue about while everyone else checks whether groceries, rent, gas and subscriptions are still quietly eating the paycheck. But markets do not treat inflation like a boring spreadsheet cell. They treat it like the Demogorgon from Stranger Things: […]

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Investing • June 6, 2026

VIX Watch: Why the Fear Index Just Spiked Above 21

The VIX just woke up. After spending much of the past month grinding around the mid-teens, the Cboe Volatility Index jumped to around 21.5 on Friday, pushing back above the psychological 20 line. That does not mean “market crash.” But it does mean one thing very clearly: investors are suddenly paying more for protection. Table […]

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