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The DOE just committed $17.5 billion to nuclear

Jul 8, 2026

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4 min read

The DOE just committed $17.5 billion to nuclear

Each partner has to put up $1 billion in equity before the government opens the vault.

The Capital Current
The Capital Current
Power hit $2,000/MWh on PJM last Thursday

Jul 7, 2026

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3 min read

Power hit $2,000/MWh on PJM last Thursday

The Western Hub benchmark settled at $1,222.75 — nearly triple last summer's peak.

The Capital Current
The Capital Current
Flow + Breadth: A Two-Switch System for Sector Rotations

Nov 17, 2025

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3 min read

Flow + Breadth: A Two-Switch System for Sector Rotations

A simple, rules-based way to reduce whipsaws and time entries.

The Capital Current
The Capital Current
The Quiet Bid Under Gold: Why Official Buyers Don’t Flinch at New Highs

Nov 10, 2025

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3 min read

The Quiet Bid Under Gold: Why Official Buyers Don’t Flinch at New Highs

Policy demand vs. ETF oscillations... and how to position across bullion and miners.

The Capital Current
The Capital Current
Follow the Current: What 3-Month ETF Flows Say About Defense, Energy, and Cash Yield

Nov 7, 2025

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3 min read

Follow the Current: What 3-Month ETF Flows Say About Defense, Energy, and Cash Yield

A practical flow-as-momentum playbook for sector rotation.

The Capital Current
The Capital Current
The KPIs That Matter Now (31 October): Industry-Specific Metrics Every Investor Should Track

Oct 31, 2025

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3 min read

The KPIs That Matter Now (31 October): Industry-Specific Metrics Every Investor Should Track

In volatile markets, knowing which metrics truly move each sector is the difference between chasing noise and reading the signal.

The Capital Current
The Capital Current
The New Gold Rush: Why Central Banks Bought 800+ Tons in 2024... and What It Signals Now

Oct 27, 2025

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3 min read

The New Gold Rush: Why Central Banks Bought 800+ Tons in 2024... and What It Signals Now

Turning raw data into a clear current about global reserve hedging

The Capital Current
The Capital Current
Data-Darkness: How the U.S. Government Shutdown Is Muddying Fed Policy Signals

Oct 22, 2025

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4 min read

Data-Darkness: How the U.S. Government Shutdown Is Muddying Fed Policy Signals

With key economic indicators frozen, the Federal Reserve is flying blind — and markets are reading between the lines.

The Capital Current
The Capital Current
When Local Becomes Systemic: Regional Bank Stress Echoes Worldwide

Oct 19, 2025

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3 min read

When Local Becomes Systemic: Regional Bank Stress Echoes Worldwide

The cracks in America’s mid-tier lenders are starting to sound like global tremors.

The Capital Current
The Capital Current
Gold Shatters $4,100 as Markets Brace for Fed Pivot

Oct 14, 2025

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3 min read

Gold Shatters $4,100 as Markets Brace for Fed Pivot

Safe-haven flows are reshaping portfolio allocations across global markets.

The Capital Current
The Capital Current
Fintech Just Hit Profitability — And Changed Where Capital Flows

Oct 13, 2025

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3 min read

Fintech Just Hit Profitability — And Changed Where Capital Flows

After a decade of hype, 21% revenue growth and real cash flow are rewriting the industry playbook. Here's where the money is moving now.

The Capital Current
The Capital Current
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