"Torn The Roof Off" British Politics: Starmer Stunned After Green Party Steals Labour Seat

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“...a wake-up call.”


Here We Go Again: Billions Vaporized In Spectacular Private Credit Collapse

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Some MFS entities within the firm claimed in court filings that they were seeing "serious irregularities" and a "significant shortfall" in their collateral.


Jack Smith's Secret Orders Targeting Patel And Wiles Should Alarm Us All

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It is only the latest example of the abuse of the investigatory powers by Special Counsel Jack Smith...


'Be Long The Makers & Short The Takers': Goldman's Delta-One Desk-Head Warns "Pace Of Change Is Astounding"

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The rules that defined the last 20–30 years of markets are being rewritten...


OpenAI Secures Record $110 Billion Funding Round Backed By Amazon, Nvidia, & SoftBank

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"As long as revenue keeps growing, the deals are not circular..."



US Begins Evacuating Some Embassy Staff In Israel 'While Flights Still Available'

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Non-emergency personnel encouraged to depart for 'safety'...


Surging Services Costs Spark Unexpected Surge In US Producer Prices In January

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The bottom line is that this will likely lead to a hotter than expected Core PCE print - something The Fed watches closely.


Futures Slide As Renewed AI Disruption And Private Credit Fears Spark Selling

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“Barring an economic downturn in Europe, the outperformance should continue.”


AI Power Players Get A Fresh Catalyst As BYOP Turns Political

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...winning is less about who can pour concrete fastest, and more about who can secure reliable, politically acceptable electrons at scale...


New Kansas Law Ends Transgender Activist Madness

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Republican lawmakers override Democrat governor veto, forcing trans activists to ID according to their biological sex and use the correct bathrooms in public buildings...


Restoring Britain

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There’s a revolution brewing across the Big Pond...


Memory Crunch Will Spark "Tsunami-Like Shock" On Global Smartphone Shipments

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"The tariffs and pandemic crisis seem like a joke compared to this." 


The Most Crowded Trade In Tech Is Starting To Unwind

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Software shorts at 7-year highs. That’s fuel.

Trump's FTC Takes Up The Fight Against Big Tech Wokeness

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Trump’s FTC is cracking down on Big Tech, with Ferguson targeting censorship and anticompetitive practices at Microsoft and Apple...


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PBoC announced it will cut the FX Risk Reserve Ratio for forward FX sales to 0% from 20%, effective March 2nd to promote FX market development and support corporate exchange rate risk management.

Made in Korea: Volume, Vol and Leverage At Extremes

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Volume records. Upside volatility panic. 3× leverage exploding. Korea just turned reflexive.

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Chocolate Market Enters New Phase As "Double-Digit Raw Material Deflation" Eases Costs

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"With weak underlying volumes and easing raw material inflation, we expect promotional activity..." 


Anarcho-Tyranny & The UK Grooming Gangs Scandal

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Across Europe, governments increasingly appear more interested in prosecuting thought crimes than confronting serious harm...


The Curious Case of Cheering for German Military Spend

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A sharp rise in military and equipment investment is feeding into industrial orders, reinforcing the case for a broader European macro recovery.

UK Locks In Critical Minerals Deal With Kazakhstan To Cut Reliance On China

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Meanwhile rare earth shortages worsen in US aerospace, chips despite trade truce...