It’s not the first time Kimmel has drawn criticism from the Trump administration...

Rates look calm… but the setup underneath is getting tight.

...want to own more gold but it's trading like an EM 'piggy bank'...

“The single most important line item isn’t revenue or margins; it’s capex. Any hint of slowing spend would be taken negatively for the ecosystem, but a sharp step-up would likely raise questions around returns.”

The “dollar is dying” narrative does what every bear narrative does at cyclical inflection points: it trades a kernel of truth for a wholesale conclusion.

Both transits are significant. Taken together, they may indicate ...

Oil keeps squeezing higher… but vol isn’t reacting, and equities aren’t listening.

What these three trends have in common is their adverse impact on Russian national security...

UBS' warning comes as more than 10,000 stores have closed since late 2023.

“Don’t you know there’s war on?”

Latest Iran offer centers on lifting of US blockade on its ports...

The index is telling you things are quiet. Single stocks are telling you the opposite.

US President Trump is reportedly not satisfied with and is unlikely to accept the Iranian proposal; CNN reports that the US and Iran are not as far apart as they seem.

Iran is using rusty, decommissioned tankers as Kharg Island nears capacity.  A storage crisis is expected in another two weeks...

Exploding compute demand collides with electrification, forcing a generational capex boom and igniting an earnings supercycle for utilities.

"She is in a state of total shock..."

U.S. companies continue to deliver accelerating earnings growth, reinforcing the simplest truth in investing—higher profits tend to support higher prices.