Trump admin is exploring opening an antitrust investigation into US homebuilders as the White House sharpens its focus on tackling the country’s housing affordability crisis...

“Now do we suffer the evils of prolonged peace; luxury, more ruthless than the sword, broods over us and avenges a conquered world.”

...as Democrats and Independents come to their senses.

Remember, Canadian Warren Buffett was panic-buying the stock last month...

...moves felt different yesterday

“What we’re seeing in the marketplace is fear, because nobody understands really who the winners and losers will be
 

Amidst market volatility in the US, uncorrelated global trades can help diversify portfolios in addition to generating alpha...

"The reset we have announced today is part of the decisive process..." 

"This feels like a culmination of outright purchasers trying to find a bottom and potentially participants covering shorts." - Goldman ETF desk

"early signs of deleveraging underway. Balance sheet uncertainty and expected vol uptick playing into unwinds…"

Another batshit insane capex forecast. 

..."another violent session" in US equities as 'equity crash risk' re-appears, started in China with metals liquidation...

"perhaps the best thing Amazon could do would be to announce that it plans only moderate capital expenditure in 2026."

A real property-rights vulnerability embedded in the architecture of modern finance.

...the Fed Put is somewhat deeper out of the money but remains present in the event of a real crisis...

"Crowded positioning coincided with an air pocket in demand, leaving consensus longs without a marginal buyer. A snapback is possible, but MS quants would sell any bounce in Momentum..."