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Gamma And Momentum: A Recipe For Cheers And Tears
Gamma And Momentum: A Recipe For Cheers And Tears
Authored by Michael Lebowitz via RealInvestmentAdvice.com,
Intel (INTC) shares have risen 90% over the past month and more than 200% since the start of the year. Its competitors, Advanced Micro Devices (AMD) and Micron (MU), are posting similar gains. Many other semiconductor stocks, along with some computer hardware companies, are the market’s latest AI darlings. Momentum and gamma are driving the outperformance, and, in their wake, a supportive narrative is trying to justify it.
The narrative holds that the insatiable infrastructure buildout for...
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Apr 15, 2026 / Tyler Durden
Trump's Blockade Is Breaking Iran... And European Elites Are Angry
Trump's Blockade Is Breaking Iran... And European Elites Are Angry
Authored by Brandon Smith via Alt-Market.us
In March I published an article titled “Global Energy Crisis Or Iranian Surrender In Five Weeks?” in which I outlined the “worst case” and “best case” scenarios for the war in Iran. In my best case scenario I argued in favor of a specific plan to end the conflict quickly: A US naval blockade of the Strait of Hormuz, flipping the tables on Iran by blocking or seizing any oil tankers or gas tankers which...
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Aug 17, 2026 / Dave DeCamp
US Military Awards Raytheon With $22.9 Billion Contract To Ramp Up Tomahawk Missile Production
Raytheon has landed a massive $22.9 billion contract with the US military to dramatically ramp up the production of Tomahawk missiles, as US arms makers continue to cash in on the US-Israeli war against Iran. The US fired over 1,000 Tomahawk missiles into Iran during the conflict, nearly one-third of the pre-war inventory, according to […]
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Mar 18, 2026 / Jonathan Newman
Roger Garrison and the Sustainable Growth of the Austrian School
Generations of scholars come and go; a few, including Roger Garrison, make their mark on the field and inspire future generations to do the same.
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