Arbitrage Andy goes solo to break down one of the most chaotic weeks yet in markets and geopolitics. From Trump’s surprise China tariff announcement that sent equities reeling, to rare earth mineral stock mooning, to the indictment of New York Attorney General Letitia James, and a foiled terror plot in Belgium involving drone-mounted explosives.
Andy dives deep into the emerging “strategic staking” trend around the Trump Administration’s direct equity moves in key defense, mining, and energy companies and the stocks that might be next. On the crypto front, he covers BNB’s record gas usage, AAVE’s surging fundamentals, and what the latest AI-infrastructure deal between AMD and OpenAI means for markets long-term.
He also unpacks the nationwide anti-ICE protests, rising violent crime, and how institutional weakness is fueling chaos at home and abroad.
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