Goldman: "There Is Zero S&P Call Demand On The Trading Floor"

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"over the last month call volumes in mega cap stocks has fallen to levels last seen in 2017...its less fun chasing call options when they stop working and one experiences the true meaning of “theta decay." - Goldman


Big-Blue Black-Monday As Claude Kills Again; Banks Battered, Bonds & Bullion Bid

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“It is a remarkable reaction...”


Gold Outlook 2026: consolidation or capitulation?

Sponsored Content By Monetary Metals

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Is the structural bull market intact or nearing exhaustion?

Sponsored Content By Monetary Metals


AI Beats Human Research Teams At Crunching Medical Data

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It actually wrote better code...


President Trump 'Curious' Why Iran Hasn't 'Capitulated'

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Witkoff: "I don’t want to use the word frustrated, but..." 


US Dominates Global Data Center Population

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The U.S. has 3,960 data centers in this dataset - more than the next 14 countries combined...



What The FBI Is Investigating In Criminal Probe Of 2020 Election

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The agency is probing issues that plagued Fulton County’s election, including unsigned tabulator tapes, identical ballot images, and deleted digital records.


US Begins Evacuating Some Personnel From Beirut Embassy As Iran War Looms

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When things get hot, or America is at war, the threat level is always raised here first.


Is China Really Dumping US Treasuries?

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...beware the Belgium and Luxembourg connection.


US stocks declined amid trade uncertainty and AI disruption concerns - Newsquawk Asia-Pac Market Open

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Software names were among the stocks hit as a research piece from Citrini Research stoked AI fears, while IBM suffered after Anthropic announced that Claude can now automate COBOL modernisation efforts.

EU Says Trump's Tariff Workaround Violates Trade Deal

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EU said “we have no other option” but to delay the approval process to seek clarity on the situation. 


Crowded Semis, Gamma Gone, Squeezy Gold

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Tech now trades at the same forward P/E as Staples.

Dozens Dead After Mexican Special Forces Kill Cartel Boss "El Mencho" As U.S. Braces For Spillover

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"This is undoubtedly the most important blow that has been dealt to drug trafficking in Mexico since drug trafficking existed in Mexico." 


Newsom Says He's Like Blacks Because He 'Can't Read' And Got Low SAT Score

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You're doing great, Gavin...


"The World Is In Peril": Anthropic's Safety Boss Quits

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“...our wisdom must grow in equal measure to our capacity to affect the world, lest we face the consequences.”


Iran Strike Debate Erupts: Joint Chiefs Chair Allegedly Resists, Trump Fires Back

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Caine warned that war plans under consideration carry high risk of significant American & allied casualties.


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Research firm raises AI disruption fears; Trump raises Section 122 tariffs to 15% from 10%, threatens even higher tariffs; EU Parliament agrees to postpone vote on EU-US trade deal; Fed's Waller says March decision is a coin toss; Witkoff and Kushner to meet Iran on Thursday; Pentagon pushing Trump for diplomatic approach; US's Rubio weekend visit to Israel postponed to Monday; Hungary said it will block EU Ukraine decisions until the Druzhba pipeline flow resumes; Novo Nordisk CargriSema trial disappoints; PYPL reportedly attracts takeover interest.

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"Weapons-Grade Mind-F**kery": A Campaign Of Bad Faith And Ill Will

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...the Democrats animating principle: grift for grift’s sake, power to just keep it all going and continue to cover up the crime behind it.


Remember What Markets Did Last Year? It’s Setting Up Again.

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Gamma is gone. Liquidity is thin. That’s not a good combo.

Mexico's Cartel Decapitation Strike Fallout: "Not The End, Just The Beginning"

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... warning of a "Mexican Civil War," claiming the cartel is enraged and has entered "insurgency mode," starting with a takeover of Jalisco and preparing "inevitable" actions on US soil.

 


What Causes Stagflation?

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Increased money supply sparks an exchange of nothing for something. This diverts resources from wealth-generators to non-wealth generators. Consequently, this weakens the wealth-formation process and, in turn, weakens economic growth...