Iran Latest: Tehran Makes 'Secret' CIA Outreach; Hegseth Declares 'Winning' Despite US Comms Infrastructure Severe Damage

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Turkey confirms a ballistic missile launched from Iran was destroyed by NATO air defenses...


Hedge Fund Bloodbath: Biggest Crash Since Liberation Day... Here Are The 3 Biggest Risks

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"A sustained momentum reversal could introduce significant performance challenges" - Goldman PB


Minnesota Sues Federal Government Over Medicaid Funding Freeze

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The state accused the government of weaponizing the Medicaid program as ‘political punishment.’


Futures Bounce, Oil Slides After Report Of Iran Backchannel Outreach

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“We’re in a headline market. Rapid movements with higher volatility will remain for a longer period until supply chains are secure again. It will take some time to calm markets.”


Soleimani-Class Warship Sunk Near Strait Of Hormuz; Second Iranian Ship Hit Off Sri Lanka

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"Looks like POTUS got him twice."

 



ADP Private Payrolls Jump To 63K, Stronger Than Expected And Highest Since November

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Did the job market already bottom in late 2025.


"Unknown Projectile" Strikes Container Ship In Strait Of Hormuz As Maritime Crisis Explodes

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"The crew have now abandoned the vessel..." 


Citadel Warns AI Will Displace... The Fed's View Of Neutral

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...lower barriers to building software don’t destroy value, they expand the market and concentrate it.


The Watches Of Operation Epic Fury

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"We were quick to notice something new on CJCS General John Dan “Razin” Caine’s wrist. At first, we thought it was a Sky-Dweller..." 


Parabolic Moves Never End Well — The KOSPI Bubble Just Found Out

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Three sessions ago investors were chasing KOSPI at any price. Now the KOSPI "VIX" is at 80.

"Even With VIX Above 20": 5 Macro Hedges That Goldman Likes

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...a capital efficient way to express downside the March- & June-end SPY put-spreads stand out...


Russia Says Ukrainian Drone Boat Blew Up Shadow LNG Tanker In Mediterranean

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"The tanker was likely en route to China..." 


What Are The Prospects Of Putin Mediating An End To The Iran War?

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Russia is the only country in the world that’s on decent terms with Iran, the US, Israel, and the Gulf Kingdoms...


CIA Moves To Arm Kurdish Forces To Foment Govt Collapse In Iran: Officials

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thousands of forces operating along Iraq-Iran border...


The Grand Old Man Of Strategy Warns: "Near-Term Risks Are More Elevated"

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Wall Street veteran Peter Oppenheimer on the current risks, the three "new" things in the market and also a few hedging trades.

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US officials are sceptical of either Iran's or the US' willingness to off-ramp in the short term, relating to Iran's Intelligence Ministry reportedly reaching out to the CIA indirectly a day after the conflict started with an offer to discuss terms, NYT reported. 

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US Chemical Companies "Net Beneficiaries" Of Middle East Energy Disruption Crisis

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"... that would start to tighten global supply-demand and open up more volume opportunities for US producers." 


Edinburgh Leader Hails City Diversity After Migrant Stabbing Spree Hospitalizes Two

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The city’s council leader urged residents to remain proud of its diversity as police arrest suspect accused of embarking on a stabbing spree across the Scottish capital...


Visualizing The Generation Gap In TV Consumption

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Perhaps the main threat to “traditional” television isn’t that Americans stopped watching video content, it’s that video is everywhere....


Could War In Iran Spark A 2016-Style Migrant Crisis? Hungary's PM Orbán Warns Of Worst-Case Scenario

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"Iran is a country of 90 million. If they start from there, Turkey is next, and they are already here in the Balkans, and they are here at our fence..."