Analysis and context on the market signals that matter.
The US, Denmark and Greenland signed a security agreement on Sep 22. We read the White House text. It adds bases and an investment screen on resource extraction, and it grants no mining rights. Greenland miners moved anyway.
The SEC's September 17 tokenized stock order sorted Coinbase from Robinhood in its own definition. COIN closed up 5.7% that session, a day before the note.
Four public government documents preceded four double-digit runs this summer: MP +44.4%, REPL +24.3%, LMT +20.0%, USO +18.4%. The receipts, on one page.
Ten firms pay up to $100,000 a month to read Trump's posts early. A lawsuit now asks a judge to halt the posts, and DJT lost 19% in three sessions.
A UN security item landed July 21. Our alert named LMT, RTX and NOC that evening; Lockheed
The FDA posted Replimune's melanoma approval on its public press feed. The knowfir.st take named REPL at 20:28 UTC. Fourteen sessions later: up 23.5%.
Bitcoin sat near $63,000 while the White House crypto summit sat on the public record. Then Trump spoke, and the tape repriced 21% in three days.
A presidential proclamation posted at 9:49 pm gave chemical plants a two-year EPA pass. LYB then rose 16.8% in 28 sessions. We read it the evening it posted.
A Presidential Determination declared black mass, swarf and end-of-life magnets defense-essential. knowfir.st read it 39 minutes after the close, 11 sessions before MP Materials ran 41%.
A Section 232 proclamation put tariffs of up to 100% on imported drones. knowfir.st read it off the White House actions feed and mailed the take the evening before the session that repriced the whole domestic drone complex.
President Trump signed a Section 232 proclamation that puts a hard price floor under polysilicon, the refined silicon that becomes solar cells and semiconductor wafers.
On July 28 a CENTCOM press release flagged six defense-AI stocks. Three sessions later Microsoft was up 18.1%. The timestamped alert, the charts, the caveats.
Truth API went live Aug 1 at up to $100,000 a month. We timestamped a Trump post, our one-minute read, and the 6.6% move that followed.
How Trump's Truth Social posts telegraphed the 2026 Iran oil shock, and why gold fell while oil, the dollar, and yields all climbed.