With a $1.8 trillion floor valuation and a June 12 target listing date, this is the trade event active traders…
Category: Politics
TLT and the Rate Hike Trade: What the Bond Market’s Options Flood Is Telling You
The biggest put buying eruption in TLT in recent memory just happened. This is not a drill.
The Defense Trade Is Not What You Think — Here’s How to Actually Position It
Between Iran ceasefire signals, record backlogs, and Palantir's 85% revenue surge, the defense sector just got a lot more complicated.
The Nuclear Trade Isn’t Hype Anymore. It’s Contracts, Uranium, and 20-Year Deals.
AI data centers are signing decade-long power agreements with nuclear operators. Uranium near $86/lb. SMRs moving from concept to construction.…