The tailwind is likely to be more powerful in Europe, because US companies are pivoting to massive AI capex. Nevertheless, following the end of the blackout period, execution is restarting. 

...the announcement reinforces concerns about execution missteps... 

Dollar dominance isn’t fading. In fact, the events of late April 2026 just delivered the loudest counter-signal in years...

HALEU remains the single biggest constraint for the entire advanced reactor wave...

Correlation, dispersion, volatility and gamma for US stocks all remain in a very unusual configuration, indicating market fragility...

Kremlin has instead blamed Ukraine...

Ferrari Luce may cost seven times more than Tesla’s Model S Plaid, but the comparison reveals how competitive the EV performance race has become...

"Despite the daily drumbeat of newswire headlines about an imminent Memorandum of Understanding and reopening of the Strait of Hormuz, the three-month anniversary of the Iran war was marked by yet another round of missile and drone strikes."

"...to ensure that no funds are irreversibly disbursed."
 

...high energy prices "will cause a tremendous amount of demand destruction and a recession that I think is coming anyway..."

The most important chart in rates right now isn't rates. It's oil.

The playbook for a deal is well rehearsed... The more interesting question is what to chase and fade once the initial move is in...

fake news... 

"Even if the war ended today, a lot of damage has already been done to energy infrastructure and global supply chains."

Kremlin reacts to 5,000 American troops being transferred from Germany to Poland...

The demographic math is ugly: fewer workers, more retirees and not enough nurses, farmers or repairmen. Enter the humanoids.

Ribbon cut on revitalized Union Station landmark as part of sweeping effort to reverse decades of decay...

"The cascade gets worse. Blue Origin's ..."