Paramount Unveils "Superior Alternative" Offer For Warner Bros As Bidding War With Netflix Accelerates

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"WBD shareholders deserve an opportunity to consider our superior all-cash offer for their shares in the entire company."


Hartnett: Soon All Commodity Charts Will Look Like Gold

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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

Sponsored Content By Monetary Metals

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Gold has surged roughly 60% in 2025—outperforming equities, bonds, real estate, and even bitcoin.

Sponsored Content By Monetary Metals


Dr. Oz Threatens To Pull Funding From Minnesota After $1 Billion In Medicaid Funding Was Stolen by Fraudsters

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The CMS administrator ordered Minnesota Gov. Tim Walz to fix issues in 60 days or lose federal funding...


Jamie Dimon Says "People Have To Grow Up" After Being Asked About Crypto Debanking Claims

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We do debank them..."


Judge Temporarily Blocks DOJ From Using Evidence Proving James Comey's Guilt

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Prosecutors cited messages... that  showed Comey encouraging Richman to engage with the media for certain FBI-related coverage...


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Kinks, Correlation, & Carry: Top Goldman Trader Explores The Current Vol Landscape

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...like owning optionality into payrolls more than optionality into FOMC...


Trump's Corollary To The Monroe Doctrine Changes Everything

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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...


Buffett Protégé Todd Combs Leaving Berkshire For JPMorgan

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Dimon described Combs as “one of the greatest investors and leaders I’ve known”...


Global Hikes & A Hawkish Fed Cut: Goldman's Delta-One Desk Head Says "Market Is Mostly There Already"

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Hard to argue we’re trading negative sentiment anymore... The “run it hot” narrative picked up last week...


House Approves Bill Blocking IRS Fines Without Specific Supervisory Approval

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Another bill that was approved aims to solve inefficiencies in the Tax Court structure regarding pre-trial discovery documents...


3 Bond Charts We Are Watching

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Yields up, Fed cuts…a 1990s-style disconnect is back.

'Disappointed' Trump Raps Zelensky Who 'Hasn't Yet Read' Peace Proposal

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"His people love it, but he [Zelensky] hasn't. Russia’s fine with it."


Treasury Market Is Not Ready For Much Higher Yields

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The market is not positioned for higher US yields, leaving any further selloff in Treasuries exposed to an overhang of longs closing out.


Magnitude 7.2 Quake Strikes Off Japan, Triggers Tsunami Alert

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No issues at Fukushima and Higashidori nuclear plants


AI’s Forgotten King Roars Back

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Asia’s AI Plays Are Waking Up…

Key Events This Busy Week: Fed, JOLTs, Central Banks Galore; Oracle & Broadcom Earnings

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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.


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Trump Expected To Roll Out $12 Billion Farm Aid Program Today

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Farmers have expressed rising frustration over the slow pace of Chinese purchases


Tesla Shares Slip After Morgan Stanley Downgrades To Equal-Weight From Overweight

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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 Days Of Censoring Americans Online Are Over": Senior US Diplomats Slam EU's "Attack" On American Tech Platform X

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...the fine was not “just an attack on @X, it’s an attack on... the American people by foreign governments.”


Trump Readies "One-Rule" Executive Order Aimed At Centralizing AI Regulation

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"State-by-state AI regulation would drag this industry into a halt..."