Hypershrinkers & Hormuz Hell: Oil Soars, Tech Wrecks, Rate-Hike Odds Rip
...Mag7's biggest loss since Liberation Day, Defense rips, Negative gamma, Brent tops $100, 30Y yields at 20 year highs, July rate-hike back in play...
...Mag7's biggest loss since Liberation Day, Defense rips, Negative gamma, Brent tops $100, 30Y yields at 20 year highs, July rate-hike back in play...
Iraq's new prime minister meanwhile tries to restart talks, carrying messages between capitals...
The Justice Department on July 10 subpoenaed journalists from The New York Times who reported on alleged safety concerns regarding the new Air Force One...
Just quit fighting it and go along with it and move to the next thing.
would be the 8th country witnessing US bombs since taking office...
JPMorgan warns of an urgent “race to patch” before zero-day exploits proliferate, with particular risks to open-source software, physical operational technology (OT), and critical infrastructure...
70% of Americans support putting half the stock of major AI companies into a public wealth fund revealing a deeper cultural shift toward viewing wealth as zero-sum and favoring redistribution of innovation rewards, unlike the more market-accepting attitude during the internet era...
The bigger risk comes when China stops drawing on its strategic stockpile...
Gavin Newsom is running a shakedown campaign against major companies.
The Indian government has ordered telecom companies to disable mobile data services in central parts of the capital Delhi, in and around the site of youth protests seeking the resignation of the education minister.
The phrase “not worth a Continental” was once popular in the US... Is it too far-fetched to imagine that our descendants will one day adopt the expression “Not worth a US dollar?"
"AI is driving unprecedented demand for compute.."
"This is a vote of conscience..."
Are Hormuz and the Red Sea a bridge too far for the US or Iran? Is the emergence of neo-mercantilism a bridge too far for traditional macro-commentary? Is the Fed a bridge too far for the White House? All three are linked...
"...one principle is unequivocal: any conduct that undermines the trust and confidence between a protectee and their protective detail is fundamentally incompatible with our mission..."
