"A big piece of why we think Super Bowl handle will be down is that prediction markets are taking a bite out of that,"

The mix of Molotov Cocktails and Faux Liquidity make for a challenging environment...

Every market development these days is judged with respect to the “Sell America” narrative, the latest one being the appointment of the next Fed chairman...

As of this writing, Takaichi's LDP is projected to reach around 300 seats or even higher, the highest percentage of seats in its history...

“These convenience stores were magnets for drug activity, and, in some cases, the stores were selling illegal drugs themselves...”

Bitcoin usually fakes its own death - but it truly could be different this time...

The var shock has indeed left a mark...

Bigger picture, the question is whether this cohort can convince investors that it’s not as fundamentally challenged as the recent de-rating would suggest it is...

"As a result, we have decided to stop offering access to this treatment. We remain committed..." 

Reflation is a credible but fragile narrative...

Dow record high, gold green on the week, tech wrecked but S&P unch, crypto dump-and-pump...

The bank’s 2024 bonus pool remained flat at $3.8 billion, defying an industry trend toward higher payouts. Some staff, particularly in corporate and institutional banking, were warned to expect lower awards.

"The tide is turning." 

"This week’s tape can only be categorized as adult swim... and then some..."

...expect it will take 2-3 quarters of stable fundamentals for investor sentiment to improve.

HGP Intelligent Energy is partnering with the Shaw Group to deploy U.S. Navy submarine and aircraft carrier nuclear reactors at the DOE's Paducah, Kentucky facility.

...one could argue that much of the risk is already reflected.