Musk’s government chainsaw comes for Booz Allen Hamilton: How a company that extracts 98% of its revenue from taxpayers became DOGE’s perfect sacrificial lamb and its 110-year government entrenchment changed…
Topics
Inside Trump’s movement to create the new Fort Knox: a digital strategic reserve for Bitcoin and perhaps other tokens
The company’s AI-driven growth looks great, but does its future depend too much on data centers? Here are two takeaways from earnings.
Trump and Musk want to check out one of the most secure locations in America: the United States Bullion Depository
Also, the article “Democracy in the Exponential Age,” below.
Trends
Bourbon and Coffee meet Tequila
Whether you’re celebrating democracy or eulogizing it, tequila can help
Probability Matters
Get serious about investing by attaching a numerical probability to every trade It’s fun to speculate about cultural, political or economic events that might happen…
Do Prediction Markets Mitigate Cognitive Biases?
Prediction markets' real-money stakes might combat motivated reasoning. To illustrate, how would you bet on Pete Hegseth's confirmation outcome?
98% Exposed: Booz Allen’s DOGE Problem
Musk's government chainsaw comes for Booz Allen Hamilton: How a company that extracts 98% of its revenue from taxpayers became DOGE's perfect sacrificial lamb and…
We Asked Market Pros and Luckbox Readers to Forecast 2025
Sosnoff, Scaramucci, Ratigan, Yardeni, joined our expert panel to match up against Luckbox Readers to forecast 2025. Here is their outlook for stocks, Trump’s popularity,…
Meet the Trader: Derek Mullen
The latest active investor in tastylive's Rising Stars series proves systematic trading repeatable mechanics can transform losses into success
Trades
Government inefficiency meets stock market sell-off. What to expect next.
Its been a tough decade so far for Disney. For a hint of likely future direction, just watch these trendlines
Separate truth from fiction in the hype surrounding artificial-intelligence stocks, and remain mindful of exposure Investors who’ve been around the block—and their younger proteges who’ve…
The rise of energy-hungry artificial intelligence has pushed the commodity’s prices higher
Tactics
The U.S. dollar remains the world’s top reserve currency. As a result of that status, changes in the value of the dollar can reverberate to…
Looking ahead into 2024, the long tech versus short financials pairs trade offers a compelling risk-reward dynamic, especially with the stock market trending toward all-time…
With major equity indices like the Dow Jones Industrial Average notching fresh all-time highs, investors and traders may want to consider trimming their exposure to…
Reaching certain price milestones can mean it’s time to take action
Shares of Super Micro Computer (SMCI) are up 180% so far in 2024, and could rally further if the company announces a stock split
Much like traditional pairs trading, a volatility-focused pairs trade hinges on an existing strong correlation between the two underlyings
Hyped-up stocks can have unusual option pricing with atypical option skew Look at prices of the Nasdaq ETF (QQQ) out-of-the-money (OTM) strikes for the April…
To predict next year’s stock prices, look where investors are putting their money New variants of COVID-19 might drive stock prices lower, or President Joe…
Looking to take the sting out of an investment’s shrinking value? Ethereum and bitcoin have been anything but stable. Think gold. Is cryptocurrency the new…