Each additional month adds roughly $7-8/bbl to Brent, lifting monthly average prices to around $114/bbl if disruptions extend to three months... In the previous round of escalations, negotiations began once US gasoline prices reached $4.20 and became far more urgent as prices neared $4.50. 

Even Goldman is starting to wonder if the great momentum meltdown may be the start of something much bigger 

TFW the USAID dries up?

The AI capex boom has flattered reported profits while quietly draining cash, and this coming week, four of the five biggest spenders report at once. This is where the theory meets the tape...

Leftist activists are raging over Sophie Cunningham, but her merchandise is selling out after she denounced biological men in women's sports...

Pay attention when everyone wants to sell you stock.

As universities churn out debt-loaded leftists who hate America...

...starting to see a more defensive trade below the surface with low-vol stocks breaking out, while high-beta stocks are breaking down.

GE Vernova CEO Scott Strazik spoke of an increasingly diverse customer base, including data centers

Luke, a Democrat, was indicted by an Oahu grand jury on Friday

All this was ignored and buried...

"Iranian fishermen found an American drone of the LUCAS ..." 

Some terror outfits and other groups are "intent on attacking U.S. citizens abroad," the advisory warned.

From slowing growth to expensive equities and fading liquidity, ten indicators that challenge the current market narrative.

Alphabet and Tesla got punished for spending. Four more of the biggest names report this week.

A protein-maxxing lesson: Why identifying a mega-theme is only half the battle.

The excess deaths happened as temperatures broke records in the country...