Trump's $1.5T defense budget reshapes global capital allocation, lifts defense contractors, pressures NATO allies, and signals a new era of fiscal expansion.

I'm Komey Tetteh, a portfolio manager at Zentra Capital. I specialise in delta-neutral, market-neutral strategies across SPX options and /ES futures.
This site publishes free research that connects the world's biggest non-finance events to actionable market insights. Every thesis here is informed by real capital deployment and 14+ years in derivatives markets.