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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
Treasury Markets Are Repricing Inflation Risk, Not Panicking

Mar 17, 2026

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4 min read

Treasury Markets Are Repricing Inflation Risk, Not Panicking

Why Bond Investors Are Adjusting Rather Than Fleeing

The Capital Current
The Capital Current
The AI Arms Race Is Moving To The Gulf

Mar 13, 2026

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4 min read

The AI Arms Race Is Moving To The Gulf

Sovereign Capital Is Competing To Build The Next Global Compute Hub

The Capital Current
The Capital Current
Power Infrastructure Is Becoming The Real AI Trade

Mar 12, 2026

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4 min read

Power Infrastructure Is Becoming The Real AI Trade

Why Electricity Supply Is Emerging As The Next AI Bottleneck

The Capital Current
The Capital Current
The Fed Is Choosing Patience Over Precision

Mar 11, 2026

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3 min read

The Fed Is Choosing Patience Over Precision

Central Bank Messaging Is Resetting Rate Cut Expectations

The Capital Current
The Capital Current
Europe’s Rally Is Facing A Credibility Test

Mar 10, 2026

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4 min read

Europe’s Rally Is Facing A Credibility Test

Early Gains May Be Outrunning Forward Momentum

The Capital Current
The Capital Current
Equity Stress Returns As Oil And AI Risks Converge

Mar 6, 2026

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3 min read

Equity Stress Returns As Oil And AI Risks Converge

Inflation Pressure And Valuation Risk Are Reconnecting

The Capital Current
The Capital Current
UK Equities Are Decoupling From Global Hesitation

Mar 5, 2026

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3 min read

UK Equities Are Decoupling From Global Hesitation

Record Highs Signal A Shift In Regional Leadership

The Capital Current
The Capital Current
Economic Resilience Is Fueling A Tactical Equity Rebound

Mar 4, 2026

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3 min read

Economic Resilience Is Fueling A Tactical Equity Rebound

Strong Data Is Offsetting Rate Anxiety

The Capital Current
The Capital Current
Nestlé’s Portfolio Reset Signals Defensive Repositioning

Mar 3, 2026

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3 min read

Nestlé’s Portfolio Reset Signals Defensive Repositioning

Corporate Simplification Is Becoming A Capital Signal

The Capital Current
The Capital Current
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