Open interest in the August federal funds futures contract, which settles after this week's Fed decision, is up to a record 967,136 contracts. The total number of outstanding contracts has more than doubled since the 2nd week of June. This also surpa...

Major update on the Clarity Act: The Fraternal Order of Police (~375,000 members), the world’s largest LE organization, has now endorsed it after revisions addressed enforcement concerns. This follows NOBLE (~4,500 command-level executives) and FLEOA ...

## Thesis NVIDIA is entering a structural demand inflection in its data center segment that consensus estimates are materially underestimating. Q3 guidance implies a $4B incremental TAM shift driven by sovereign AI infrastructure spend and Blackwell r...