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The $300 Billion Warning: Why Luxury's Summer Collapse Signals Crisis Ahead
Eliazar Marchenko's Profile Image

Eliazar Marchenko

Sep 21, 2025

LVMH’s sharpest sales drop since 2008 is more than a fashion story. Luxury’s downturn has historically foreshadowed recessions, and today it coincides with weakening confidence, asset stress, and slowing global demand.

The $300 Billion Warning: Why Luxury's Summer Collapse Signals Crisis Ahead

Sep 21, 2025

The $300 Billion Warning: Why Luxury's Summer Collapse Signals Crisis Ahead
Eliazar Marchenko's Profile Image

Eliazar Marchenko

Sep 21, 2025

LVMH’s sharpest sales drop since 2008 is more than a fashion story. Luxury’s downturn has historically foreshadowed recessions, and today it coincides with weakening confidence, asset stress, and slowing global demand.

The Congressman Betting Against America: What Tim Moore's TZA Trades Really Signal
Eliazar Marchenko's Profile Image

Eliazar Marchenko

Sep 10, 2025

As Vice Chairman of the Financial Services Committee, Tim Moore helps set the rules for America’s markets. He is also betting millions that those markets, and the small businesses they support, are about to fail.

The Congressman Betting Against America: What Tim Moore's TZA Trades Really Signal

Sep 10, 2025

The Congressman Betting Against America: What Tim Moore's TZA Trades Really Signal
Eliazar Marchenko's Profile Image

Eliazar Marchenko

Sep 10, 2025

As Vice Chairman of the Financial Services Committee, Tim Moore helps set the rules for America’s markets. He is also betting millions that those markets, and the small businesses they support, are about to fail.

Musk’s $17 Billion Bet: How SpaceX Just Bought Its Way Into America’s Wireless Oligopoly
Eliazar Marchenko's Profile Image

Eliazar Marchenko

Sep 9, 2025

Elon Musk just paid $17 billion for spectrum licenses, most experts call worthless, 100 times the going rate. On paper, the deal looks insane. Through Washington’s lens, it’s the smartest move SpaceX has ever made.

Musk’s $17 Billion Bet: How SpaceX Just Bought Its Way Into America’s Wireless Oligopoly

Sep 9, 2025

Musk’s $17 Billion Bet: How SpaceX Just Bought Its Way Into America’s Wireless Oligopoly
Eliazar Marchenko's Profile Image

Eliazar Marchenko

Sep 9, 2025

Elon Musk just paid $17 billion for spectrum licenses, most experts call worthless, 100 times the going rate. On paper, the deal looks insane. Through Washington’s lens, it’s the smartest move SpaceX has ever made.

Beijing’s Property Gamble: What Investors Are Really Betting On
Eliazar Marchenko's Profile Image

Eliazar Marchenko

Aug 31, 2025

Beijing can move markets with decrees, but it cannot rewrite the fundamentals dragging the economy down.

Beijing’s Property Gamble: What Investors Are Really Betting On

Aug 31, 2025

Beijing’s Property Gamble: What Investors Are Really Betting On
Eliazar Marchenko's Profile Image

Eliazar Marchenko

Aug 31, 2025

Beijing can move markets with decrees, but it cannot rewrite the fundamentals dragging the economy down.

Trump and Burry Bet on UnitedHealth: A Silent Wager on America’s Healthcare Future
Eliazar Marchenko's Profile Image

Eliazar Marchenko

Aug 20, 2025

Michael Burry is betting on a rebound, Donald Trump is buying the bonds, and UnitedHealth sits at the center of a quiet wager that could redefine American healthcare.

Trump and Burry Bet on UnitedHealth: A Silent Wager on America’s Healthcare Future

Aug 20, 2025

Trump and Burry Bet on UnitedHealth: A Silent Wager on America’s Healthcare Future
Eliazar Marchenko's Profile Image

Eliazar Marchenko

Aug 20, 2025

Michael Burry is betting on a rebound, Donald Trump is buying the bonds, and UnitedHealth sits at the center of a quiet wager that could redefine American healthcare.

The Nvidia Revenue Grab That Changes Everything: From Taxation to Partnership
Eliazar Marchenko's Profile Image

Eliazar Marchenko

Aug 11, 2025

The United States has just converted a national security tool into a revenue stream, forcing Nvidia and AMD to surrender 15% of their China chip sales to Washington. What began as a semiconductor export control is now a blueprint for governments to claim stakes in private companies’ earnings.

The Nvidia Revenue Grab That Changes Everything: From Taxation to Partnership

Aug 11, 2025

The Nvidia Revenue Grab That Changes Everything: From Taxation to Partnership
Eliazar Marchenko's Profile Image

Eliazar Marchenko

Aug 11, 2025

The United States has just converted a national security tool into a revenue stream, forcing Nvidia and AMD to surrender 15% of their China chip sales to Washington. What began as a semiconductor export control is now a blueprint for governments to claim stakes in private companies’ earnings.

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