Trump Readies "One-Rule" Executive Order Aimed At Centralizing AI Regulation

teaser image
teaser image

"State-by-state AI regulation would drag this industry into a halt..."


Hartnett: Soon All Commodity Charts Will Look Like Gold

teaser image
teaser image

Long commodities the best “run it hot” trade in ’26, and long despised oil/energy without question the best “run-it-hot” contrarian trade


Why a flat gold price does not mean flat gold returns

Sponsored Content By Monetary Metals

teaser image
teaser image
Gold has surged roughly 60% in 2025—outperforming equities, bonds, real estate, and even bitcoin.

Sponsored Content By Monetary Metals


Trump's Corollary To The Monroe Doctrine Changes Everything

teaser image
teaser image

The United States now has a low tolerance for European weakness because the administration in Washington sees that as an emerging threat to the US’s own security...


Buffett Protégé Todd Combs Leaving Berkshire For JPMorgan

teaser image
teaser image

Dimon described Combs as “one of the greatest investors and leaders I’ve known”...


Global Hikes & A Hawkish Fed Cut: Goldman's Delta-One Desk Head Says "Market Is Mostly There Already"

teaser image
teaser image

Hard to argue we’re trading negative sentiment anymore... The “run it hot” narrative picked up last week...


Estimate your earnings

oz

Calculate earnings


House Approves Bill Blocking IRS Fines Without Specific Supervisory Approval

teaser image
teaser image

Another bill that was approved aims to solve inefficiencies in the Tax Court structure regarding pre-trial discovery documents...


3 Bond Charts We Are Watching

teaser image
teaser image
Yields up, Fed cuts…a 1990s-style disconnect is back.

'Disappointed' Trump Raps Zelensky Who 'Hasn't Yet Read' Peace Proposal

teaser image
teaser image

"His people love it, but he [Zelensky] hasn't. Russia’s fine with it."


Treasury Market Is Not Ready For Much Higher Yields

teaser image
teaser image

The market is not positioned for higher US yields, leaving any further selloff in Treasuries exposed to an overhang of longs closing out.


Magnitude 7.2 Quake Strikes Off Japan, Triggers Tsunami Alert

teaser image
teaser image

No issues at Fukushima and Higashidori nuclear plants


AI’s Forgotten King Roars Back

teaser image
teaser image
Asia’s AI Plays Are Waking Up…

Key Events This Busy Week: Fed, JOLTs, Central Banks Galore; Oracle & Broadcom Earnings

teaser image
teaser image

It's a busy week for both economic news and central banks, with all roads pointing to Wednesday’s FOMC, where overwhelming consensus is for the Fed to deliver a final and third 25bps rate cut for 2025.


Paramount Unveils "Superior Alternative" Offer For Warner Bros As Bidding War With Netflix Accelerates

teaser image
teaser image

"WBD shareholders deserve an opportunity to consider our superior all-cash offer for their shares in the entire company."


Trump Expected To Roll Out $12 Billion Farm Aid Program Today

teaser image
teaser image

Farmers have expressed rising frustration over the slow pace of Chinese purchases


Tesla Shares Slip After Morgan Stanley Downgrades To Equal-Weight From Overweight

teaser image
teaser image

In the new model, they assign roughly $55 per share of value to autos, $40 to energy, $145 to Network Services, $125 to robotaxis and $60 to humanoids, adding up to the $425 target.


"The Days Of Censoring Americans Online Are Over": Senior US Diplomats Slam EU's "Attack" On American Tech Platform X

teaser image
teaser image

...the fine was not “just an attack on @X, it’s an attack on... the American people by foreign governments.”


Zerohedge store image

Big China Flows Exit… Just as the Charts Start to Turn Up

teaser image
teaser image
Biggest China outflows just as China is catching bids.

Confluent Shares Erupt After Report Of $11 Billion IBM Takeover Bid

teaser image
teaser image

A successful deal would be IBM’s largest in years, furthering its pivot toward AI...


Futures Rise For 10th Day In Past 11 With Fed Rate Cut Looming

teaser image
teaser image

. “We expect Powell to emphasize that the hurdle for further cuts in early 2026 is high, signaling a near-term pause. This guidance will be key to maintaining credibility.”


Brazilian Assets Slammed After Bolsonaro's Son's Comments

teaser image
teaser image

Flávio Bolsonaro’s announcement that he’ll run for president next year, with the backing of his father Jair Bolsonaro - the jailed former president barred from holding office - spooked markets Friday...