“What we’re seeing in the marketplace is fear, because nobody understands really who the winners and losers will be
 

State media: indicators of an 'understanding'...

HIMS is certainly FAFO-ing around in GLP-1 space. 

 

Amidst market volatility in the US, uncorrelated global trades can help diversify portfolios in addition to generating alpha...

The latest gold puke triggered historic long liquidation, with gold futures open interest collapsing at a pace unseen in two years.

"The reset we have announced today is part of the decisive process..." 

The KFTC has subjected U.S. firms to “punitive obligations, excessive fines, and discriminatory enforcement practices."

Rotation masked the damage: like 2000, tech weakened, defensives picked up the slack - until gravity won. (DB)

Spain joins the UK and EU in cracking down on the last bastion of free expression...

"A handful of Great Plains states have lost a full 20% of their beef cow." 

Widening spreads and sponsor exposure suggest software's troubles are no longer confined to stocks.

The deal between the US and 32 African nations has been renewed until the end of the year, despite strained relations with South Africa and Nigeria...

Europe’s defense trade has round-tripped the early-year squeeze.

"I am sitting next to the fireplace shitposting on LinkedIn (that's why shitposting is very intense today)." 

Glaciers are famously stubborn.

Witkoff: "delivering tangible results & advancing efforts to end the war in Ukraine."

The mayor, affiliated with PM Pedro Sánchez's socialist party, tried to halt the arrival of unaccompanied migrant minors before apologizing and backing down...