JPMorgan Desk Turns Tactically Bearish, Sees S&P Dropping To 6,270

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"We are now Tactically Bearish... there has been a lack of extreme de-risking with positioning currently neutral... A definitive off-ramp to the conflict will end this tactical call"


Iran Says 'No Room' for Talks As US Seeks To 'Partition Country, Take Oil' - New Hardline Ayatollah Takes Command

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Trump: Short term oil prices, which will drop rapidly when the destruction of the Iran nuclear threat is over, is a very small price to pay...


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Central bank headlines still move gold today. But a new global gold capital market is emerging that could change who really drives demand.

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Trump Cabinet Members Allegedly Buying Nuclear Bunkers

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“I’ve been inundated with calls..."


Oklo And Centrus Signal Progress On America's Nuclear Fuel-Chain Bottleneck

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"...expand deconversion capacity, strengthen domestic supply chains, and advance a more efficient fuel-cycle model that operates from the same location."


Dem Leaders Can't Explain Past Support For Unilateral Presidential War Powers

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...awkward!



Hims & Hers Erupts In Epic Squeeze As Novo Nordisk Ends GLP-1 Feud

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"This collaboration reflects what's possible globally..." 


G-7 Panic? World Leaders Weigh Emergency SPR Dump As Oil Prices Erupt Into Triple-Digit Territory

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"Hello @ENERGY it's time to open the SPR." 


MOVE Is Back: Stocks Should Pay Attention

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Bond volatility is rising. Stocks usually don’t like that.

Dem Lawmakers Demand Probe Into Pentagon Officials Saying Iran War 'God's Divine Plan'

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Officers allegedly telling troops the mission is based on interpretations of biblical prophecies...


Futures Tumble But Off Session Lows On Expectations Of Global SPR Release

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"The market is anticipating the worst-case scenario. The selloff is all about oil, it’s about the inflation that is deduced from it, it’s about the risk of stagflation."


TACO Or Regime-Change In Iran? Goldman's One-Delta Desk-Head Warns 'Other More Pertinent Issues Not Going Away'

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...instinct is that once the dust settles this likely proves to be a buying opportunity for many of the assets people wanted but to own (EM/Asia). The difficulty is duration...


As War Rages In Iran, UK MoD Surveys Troops On Wearing Makeup And Nail Polish

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British military brass prioritizes “gender-free” grooming rules while Tehran burns...


From War To Wheat: Hormuz Disruption Ignites Food Inflation Fears

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No inflation… unless you need to eat.

Federal Appeals Court Upholds Temporary Protected Status For Over 300,000 Haitians

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The ruling allows Haitians with Temporary Protected Status to stay in the United States and keep working while the underlying lawsuit proceeds.


Mission Accomplished: Oil Just Printed A “Shooting Star On Steroids”

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Oil just printed a shooting star on steroids. Blow-off top?

US Home Relistings Hit Record High As Spring Buying Season Kicks Off, And One-Third Are Cheaper

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Many sellers who pulled their homes off the market last year are relisting now in hopes of capitalizing on spring homebuying "season..."


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"That Is Going To Build Into A Massive Problem": Sunday Night Thoughts From Goldman's Commodity Desk

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"I am concerned about the scale of the Open Interest (OI) in the options market…. If we look at the move in the vols that have happened over this week, they have been enormous… I do not think that option position has cleared…." - Goldman on Nat Gas



Hungary Detains Ukrainians Transporting Tens Of Millions In Cash & Gold

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Ukraine, however, has strongly rejected the allegations...


The Iran War's Most Precious Commodity Isn't Oil

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The CIA considers drinking water a "strategic commodity" in the Middle East, where countries rely on desalination plants for water supply...