Nvidia’s Uncertain Future
Posted November 26, 2025
By Matt Insley
Nvidia is stuck in the middle of a trade war between the world’s two largest economies. Will Trump allow them to sell into China once more?
Dead Men Can’t Trade
Posted November 24, 2025
By Matt Insley
Serious talk today…
Aggressively Neutral
Posted November 21, 2025
By Matt Insley
In a market obsessed with taking sides, sometimes the most radical thing you can do is… nothing.
Las Drogas
Posted November 19, 2025
By Matt Insley
For an operation described as counternarcotics, the U.S. military posture looks unmistakably like preparation for something larger.
The Pitch for Portable Mortgages
Posted November 17, 2025
By Matt Insley
The Trump administration is “actively evaluating” letting homeowners transfer their existing mortgage, rate and all, to the next house.
Make America Affordable Again (No, Seriously)
Posted November 14, 2025
By Matt Insley
The Trump White House says the tide is finally turning. And whether or not you feel it yet, the data hint that something real may be starting to change.
The ‘Credit Cockroaches’ are Having Babies
Posted November 12, 2025
By Matt Insley
Cracks are appearing in the credit system. Bad loans, fraud, and poor underwriting are popping up…
TrumpRx
Posted November 10, 2025
By Matt Insley
The commotion at the start of Thursday’s White House event may have stolen the spotlight, but the announcement that followed could reshape an entire industry.
Jim Rickards: Trump’s New Public-Private Playbook
Posted November 07, 2025
By Matt Insley
Trump’s approach isn’t a break from capitalism, but a return to an earlier form of it — the 19th-century model that made America rich the first time around.
Buck Sexton: The Truth About Taiwan
Posted November 05, 2025
By Matt Insley
In late September, Buck and Mason Sexton boarded a plane to land in Taiwan — the island which may decide the fate of the 21st century.
