Policy & Trade

Tariffs, export controls, and who absorbs them

Rulings, sanctions and trade negotiations traced to the companies that pay for them — margin by margin, route by route.

What Big Funds Own22 fundsWhat Berkshire, Bridgewater and other big funds reported holding last quarter.What Analysts Expect16 stocksRatings and price targets from the big institutions, each with its public source.

2026-06-18

Stablecoin compliance, identity checks, and banking regulation graphic

Crypto / Regulation

Jun 18, 2026

COIN · CRCL•9 min read

Fed Stablecoin KYC Proposal Turns Crypto Into a Compliance Trade

The Federal Reserve asked for comment on a proposal that would require certain payment stablecoin issuers to maintain effective customer identification programs, bringing crypto closer to bank-style compliance. That is a direct read-through for Coinbase, Circle, Robinhood, and any issuer that wants stablecoins to behave like infrastructure rather than a gray-area product.

Regulator: Fed + 4Comment period: 60 days

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2026-06-08

AI compute, sovereign infrastructure, and university research graphic

Semiconductors / AI

Jun 8, 2026

10 min read

AMD's £2 Billion UK AI Push Turns Compute Into Industrial Policy

AMD says it will invest up to £2 billion over five years in the United Kingdom, pairing sovereign AI infrastructure with university partnerships and photonic networking research. The market implication is bigger than one country: compute is becoming a geopolitical asset, and the companies that can sell the full stack get more leverage than the ones selling chips alone.

Investment: £2bnResearch partners: 2+

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What to expect

Evidence-first notes with a visible point of view.

This section collects sharp takes on earnings, shareholder meetings, and market structure. Each new piece should make the thesis, the facts, and the implications obvious within the first few screens.

Expect direct analysis, not generic commentary.

Expect the data to be explicit and the argument to be easy to follow.

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