Goldman's cyclicals/defensives pair trade basket is now up 14 of 15 sessions - after Friday's drop - taking consumer discretionary/retail along with it.
The offenders are a 50-year-old and 24-year-old male, who are father and son.
European colonization began in the late 1400s, reaching a peak count of 101 colonies in 1914...
Germany’s chemical industry - historically one of the world’s sharpest early-warning indicators - is collapsing at a scale that points not to a normal downturn, but to a structural breakdown of Europe’s industrial core.
Although cocaine is consumed in every part of the world, its base, the coca plant, is mainly cultivated in three Latin American countries: Peru, Bolivia and Colombia...
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If there is going to be peace, why are we witnessing the largest military buildup in Europe since the end of the Cold War?
It is important to note the distinction between a person of interest and a suspect.
"Philosophy is one thing, financing government is another, and once Hasset is confirmed, Bessent will be his boss."
The ACA in its current form has made purchasing private insurance out of reach.
If AI fails to deliver on its vast promises, the risk is far wider than the tech sector. It will lead to a deep recession and massive budget deficits, which will catalyze a debt sustainability crisis that could make 2008 seem trivial.
The revelation of those curious circumstances as the FBI investigation dragged on put Wray on the defensive.
...investors are seemingly ‘upgrading’ their views of the Consumer (/ US economy) as of late.
Operation Metro Surge targets the ‘worst of the worst’ illegal immigrants, the Department of Homeland Security stated.

...the AI boom is likely too big to avoid a bust... Timing becomes the biggest risk...
Is the $40 billion of Federal Reserve purchases QE or a non-event? Or somewhere in between?
Will new-gen AI chips and more efficient compute usage in the latest AI models drive lower or higher aggregate power demand?






































