After fourteen years and a mountain of ETF purchases, the BOJ says inflation is finally at 2%. Cleaning up the mess will now take a mere 43 years.

As the AI trade unravels, don't forget about the risk in crypto...

Top US commanders were at the White House Thursday briefing POTUS on 'options'...

...after the departure of prominent partners and their business relationships.

Some quotes say more than any chart...

"AI, which is why people are bulled up on INTC, is killing PCs, a business that still contributes a big chunk..." 

“Tech earnings have proven a major hurdle with investors suddenly becoming capex vigilantes. With seemingly higher funding costs of capex, if revenue growth is not beating a high bar then tech names are being punished.”

You guys all deserve whatever the f*ck you're getting...

After the dust has settled from Wednesday’s UK budget, risk spreads have settled down to almost their lowest level in six years...

"So where is the silver lining? Against this backdrop, somewhat centralized L1s ..." 

The vote may be priced; what comes after it is not...

The riots in France have shown up the Leftist claim that enough public spending and 'integration' will produce a happy, peaceful society as a dangerous fiction. But is anyone paying attention...

"While spot prices and the front end of the forward curve seem to be pricing in a higher probability of escalation and disruption to energy production and exports, I continue to believe the market..." 

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