Houthis Hammer Black Gold Bears, Stocks Slide Despite Massive Short-Squeeze, & Momo Reversal
“The market overstated the importance of the midterm elections for President Trump...”
“The market overstated the importance of the midterm elections for President Trump...”
And after new Houthi attacks on Saudi Aramco facilities & other sites...
"history books suggests levels this low are not sustainable and have ended in a starburst of index vol convexity.
Expectations for almost limitless compute demand are driving the AI trade, leaving it with a core vulnerability...
... placing growth in the 84th percentile of the past 25 years.
Much of the conflict stems from a chapter in a manual on climate science written by NASEM...
But the real jump was in student and car loans which in July surged by the most in over three years...
"In conditions of mass democracy, the soft and the infantilising will be preferred over the hard and the necessary again and again..."
In other words, Canada is cooked, and the "Alternative for Canada" is not having a different party in power...
"I don't understand hiding it to begin with. That was horrific. But 25 years in, there's people that are still getting sick..."
New York City has established a government office to assist worker in unionizing... And that has plenty of people concerned...
Follows surprising statement from US Amb. Huckabee last week condemning settler 'acts of terror'...
If the math so plainly says avoid big losses, respect valuations, and mind your timing, why does so much of the industry preach the opposite?
Labor Day was more of a nuclear launchpad than a quiet weekend off…
This was a solid auction, and one which suggests that the bond market is hardly worried about Friday's CPI report or that the Fed will go "full hawk" next week when there is roughly a 50% chance Warsh hikes rates.
...from weak equity positioning to surging gold demand and quadrupling robot shipments, these are the charts that have received a lot of attention from Goldman's traders this week...
Are Big Pharma and billionaire money are validating the psychedelic stock thesis....
"We raise our Brent/WTI price forecasts by $5 to $85/80 for Dec2026 and to $80/75 for 2027, reflecting our new assumption that Mideast shipping disruptions continue into 2027" - Goldman
