The SaaSpocalypse makes for dramatic headlines, but the idea that AI agents will simply devour enterprise software whole ignores both the data and the institutional complexity of the businesses being disrupted.

Beyond the risk of rare earth metals becoming a major focal point between Beijing and Washington (again), UAMY may also be rising, as antimony is a critical rare earth used... 

Pig Butchering?

...did 'retail' just try to call the bottom in 'software'?

He suggested that Trump not only abused a minor, but that she was later bumped off to keep her from speaking...

Is this a ‘tell’ regarding their ability to compound EPS growth in the face of elevated capital intensity?

In a nightmare deja vu moment for Europe, LNG prices exploded after Qatar shut LNG production in the world's largest export facility. 

Foreign media sources are circulating claims US/Israeli forces struck Iran’s Arak heavy-water reactor complex...

History shows that oil prices can rise significantly, and well above fair-value estimates when geopolitical uncertainty is high and when the market puts some weight on supply disruptions persisting

"The FDA is moving full steam ahead..."

There is no safety net if the US doesn’t manage to land this manoeuvre" - Rabobank

Fires were still burning at key oil transit site Monday morning...

Production growth slowed in response to a near-stalling of orders from customers...

Iranian-made drones may have been launched from nearby Lebanon...

Key focus this week will be on the US jobs report on Friday, retail sales on the same day, the ISM indices (today and Wednesday), and the Fed’s Beige Book, also due on Wednesday

...this is what you see when investors get nervous but don’t want to “fully de-risk” at the index level.

Crowded dollar shorts + systematic euro selling is not a quiet setup.

...parallels US Haitian scandal

The latest weekend updates from prime brokerage desks show elevated gross exposure and asymmetric systematic risk, but no clear directional signal for equities.