Insurance Companies Crushed As Private Credit Contagion Spills Over

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"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."


A 'War Of The Oil Refineries' Opens As Israel Bombs Key Tehran Sites, After Which Haifa Refinery Targeted

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Iran still vowing to never surrender...


Is Putin About To Deal His Long-Awaited Deathblow To The EU Economy

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...just ordered that some of Russia’s LNG exports to the EU be redirected to Asia...


Goldman Panics, Expects Oil To Hit $100 Next Week And Reach "Demand Destruction" Levels

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...our analysis of the drivers of the decline of SoH flows doesn't suggest a quick solution is necessarily imminent


US Intelligence Community Assessed That Massive US Attack 'Unlikely' To Oust Iranian Regime: WaPo

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Intel report also poured cold water on idea that Iran's opposition could quickly fill any power vacuum.



Explosion Hits US Embassy In Oslo

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Minor damage reported...


China Sidesteps Solar Targets In New Five-Year Plan

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China now faces a different set of challenges for both its power network and industrial economy. 


Israeli Finance Minister's Son Wounded In Hezbollah Rocket Attack

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Smotrich's son deployed with his IDF unit just the day prior...


New York Millionaire's Club Says They're Happy Paying Higher Taxes Under Mamdani

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“I’ve gotten tax cut after tax cut after tax cut. And I never needed any of them,” the Disney heiress told Bloomberg.


Turkey Mulls F-16 Deployment To Turkish-Occupied Cyprus Amid Iran War Tensions

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Ankara angered at British military build-up there & wants to flex...


PJM Market Monitor Opposes Maryland Coal Plant Sale To Data Center Company

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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


Are Vessels Starting To Identify As "Chinese" To Transit Hormuz Chokepoint

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"It seems Chinese ships will have a monopoly ..." 


Venezuela's Gas Potential Could Overshadow Its Famous Oil Reserves

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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...


Goldman Flows Guru Warns Relatively Calm Index Belies 'Fragile' Market With 'Poor Tolerance For Bad News'

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Until that gap closes... it argues for respecting downside convexity even if the index itself hasn’t fully cracked yet...


Kalshi, Polymarket Eye $20B Valuations In Potential Fundraising: WSJ

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Lawmakers are pushing new regulation for prediction markets after suspiciously timed Polymarket bets on US and Israeli strikes on Iran raised insider-trading concerns.


GLP-1 Feud Ends: NOVO, HIMS Join Forces (Again) To Sell Obesity Drugs

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FYI: HIMS' float is 39.65% short, or 81 million shares


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Trump Announces Military Coalition With Latin American Leaders To Eradicate Cartels

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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...


Deutsche Bank Warns Energy Shock "Existential Threat" To Airlines, May Force Some To Ground Fleets

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"The last time we witnessed this phenomenon was in 2005 when crack spreads of as high as..." 


Stablecoins And The Rebasement Of The Dollar

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It’s not its destruction, but the digitization of dollar dominance...


Iran's New Supreme Leader To Be Chosen Within 24 Hours: State Media

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Evidence of divisions inside Iran's lead institutions now spilling into public sphere...