"WBD shareholders deserve an opportunity to consider our superior all-cash offer for their shares in the entire company."
Long commodities the best “run it hot” trade in ’26, and long despised oil/energy without question the best “run-it-hot” contrarian trade
Why a flat gold price does not mean flat gold returns
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The CMS administrator ordered Minnesota Gov. Tim Walz to fix issues in 60 days or lose federal funding...
“We do debank them..."
Prosecutors cited messages... that showed Comey encouraging Richman to engage with the media for certain FBI-related coverage...
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...like owning optionality into payrolls more than optionality into FOMC...
The United States now has a low tolerance for European weakness because the administration in Washington sees that as an emerging threat to the US’s own security...
Dimon described Combs as “one of the greatest investors and leaders I’ve known”...
Hard to argue we’re trading negative sentiment anymore... The “run it hot” narrative picked up last week...
Another bill that was approved aims to solve inefficiencies in the Tax Court structure regarding pre-trial discovery documents...
"His people love it, but he [Zelensky] hasn't. Russia’s fine with it."
The market is not positioned for higher US yields, leaving any further selloff in Treasuries exposed to an overhang of longs closing out.
No issues at Fukushima and Higashidori nuclear plants
It's a busy week for both economic news and central banks, with all roads pointing to Wednesday’s FOMC, where overwhelming consensus is for the Fed to deliver a final and third 25bps rate cut for 2025.

Farmers have expressed rising frustration over the slow pace of Chinese purchases
In the new model, they assign roughly $55 per share of value to autos, $40 to energy, $145 to Network Services, $125 to robotaxis and $60 to humanoids, adding up to the $425 target.
...the fine was not “just an attack on @X, it’s an attack on... the American people by foreign governments.”
"State-by-state AI regulation would drag this industry into a halt..."







































