"The market narrative centers on life insurers as a conduit for private credit risk and on the growing web of ownership and distribution ties between insurers and alternative asset managers."
Iran still vowing to never surrender...
...just ordered that some of Russia’s LNG exports to the EU be redirected to Asia...
...our analysis of the drivers of the decline of SoH flows doesn't suggest a quick solution is necessarily imminent
Intel report also poured cold water on idea that Iran's opposition could quickly fill any power vacuum.
China now faces a different set of challenges for both its power network and industrial economy.
Smotrich's son deployed with his IDF unit just the day prior...
“I’ve gotten tax cut after tax cut after tax cut. And I never needed any of them,” the Disney heiress told Bloomberg.
Ankara angered at British military build-up there & wants to flex...
TeraWulf’s plan to buy a power plant from GenOn faces opposition at the Federal Energy Regulatory Commission as hyperscalers at White House meeting pledge to bring their own generation
"It seems Chinese ships will have a monopoly ..."
While attention is often on Venezuela's vast oil reserves, many experts believe that exploiting its natural gas fields, which were previously neglected, presents a more immediate opportunity for economic success...
Until that gap closes... it argues for respecting downside convexity even if the index itself hasn’t fully cracked yet...
Lawmakers are pushing new regulation for prediction markets after suspiciously timed Polymarket bets on US and Israeli strikes on Iran raised insider-trading concerns.
FYI: HIMS' float is 39.65% short, or 81 million shares

More than a dozen Latin American leaders joined the U.S. president to launch a new security initiative, called ‘The Shield of the Americas’ in Miami...
"The last time we witnessed this phenomenon was in 2005 when crack spreads of as high as..."
It’s not its destruction, but the digitization of dollar dominance...
Evidence of divisions inside Iran's lead institutions now spilling into public sphere...







































