Why JPMorgan's Desk Thinks The Greenland Standoff Ends In A Bullish "Negotiated Arrangement"

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"Trumpism is causing some volatility, and it is hitting markets at a point where there is an orange flag on the risk of an Equity drawdown (think of TPM 4w change, EM Risk Appetite, Bull/Bear etc.)."


HUD Initiates Investigations Into Race-Based Housing Programs In Minneapolis

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“This racial favoritism appears to extend to Minneapolis’s housing policy..."


Gold at all-time highs: should I buy?

Sponsored Content By Monetary Metals

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Gold continues to cross new all-time highs, breaking past $4,600 per ounce. This moment has left many investors wondering whether to sell their gold and lock in their gains or to buy more, hoping this is just the beginning or a further bull run. 

Sponsored Content By Monetary Metals


US NatGas Spikes Most Since Ukraine Invasion On Arctic Blast, Major Winter Storm Threat

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"Odds are increasing for a particularly memorable winter storm late this week into the weekend…" 


Will The BoJ Intervene? Goldman's Delta-One Desk-Head Lays Out Japan's Options As JGBs Collapse

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“This is basically the market pricing in a Liz Truss moment in Japan,


30 Ways Trump Impacted The World In His First Year

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Through more than 225 executive orders, the president reorganized federal government policy and focus, while advancing his America First agenda... resetting global trade policy, brokering peace deals, and using the U.S. military in several defining moments.


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Trump Calls UK Chagos Deal "Great Stupidity" - Demonstrates Greenland Must Be Taken

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An act of "total weakness" under Biden admin, Trump says...


Oklo's Isotope Business: Atomic Alchemy

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The market is not pricing in the potential value of the Y-Combinator backed company: Atomic Alchemy acquisition. And those who attempted to value the business have likely found it difficult with the little information given from management. But the most important takeaways are...


More Than Ten Countries Have Signed On To Trump's 'Board Of Peace'

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Which countries are involved remains unclear. 


Bipartisan FY26 Minibus Released As January 30th Shutdown Approaches

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Both parties emphasized the importance of completing full-year appropriations before the end of January...


VIX Goes Violent — Investors Still Treat Protection Like It’s for “Suckers”

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Almost half of BofA FMS investors have no crash protection. What could possibly go wrong?

30Y JGBs in Full Panic Mode — Global Spillovers Have Started

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Japan rates in panic mode — now the US 10Y is breaking out above the 200-day

1956 & 2026: Bookends For Europe?

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There is no field where the EU can hurt the US more than it hurts itself...


USA Rare Earth Soars, To Build Plant In France With Government Support

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...will build a facility in Lacq, France, capable of producing 3,750 metric tons per year of rare earth metals and alloys


"The US Is Basically Not A Good Credit": Danish Pension Fund To Sell US Treasuries

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The good news: it's only $100 million. The bad news: others are now sure to follow. The question: where do they put their money instead...


More Than 10,000 Illegal Immigrants Arrested In Minnesota: Noem

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The arrests began on Dec. 1 as part of Operation Metro Surge, launched to apprehend illegal immigrants for removal from the country...


Carney's Beijing Gambit Triggers Trump Warning In The Form Of A Big Beautiful Map

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There can be no going back...


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TACO Tuesday? Everything Crashing As Trump Arrives In Davos Amid Japan Bond Meltdown

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"Investors have taken advantage of these volatility moments to buy the dip but for myself, I am not comfortable. There is no guarantee it will work this time."


Options Market Signals Traders Bracing For Downside In The Face Of Market's Climb

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Volatility skew shows us that defensive positioning has begun building...


Even For Tech, Europe Is The Place To Be Right Now

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A key reason why European tech is burning brighter is its heavy exposure to chip equipment names...


JGBs Implode, Gold Soars: The Trade CNBC Ridiculed Is Crushing Everything

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He was called "pathetic" on air for predicting higher gold prices and Japanese bonds imploding