Goldman's Case For Falling Tariffs As Midterms Loom

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Legal uncertainty, trade negotiations and sector exemptions are expected to outweigh new tariff actions before the election.


FBI Arrested A Fifth Trantifa Militant In NYE Bomb Plot

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Ex-Marine cop turned radical trans identifier...


Fellow Judge Delivers Blow To The Defense Of Hannah Dugan

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...who she said admitted that she was trying to help Eduardo Flores-Ruiz as he evaded officers.


Putin Dismisses EU Leaders As 'European Swine' Who've Failed To Collapse Russia

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Vows if peace talks fail, "Russia will achieve liberation of its historical lands by military means."


House Advances GOP Healthcare Bill With No Enhanced ACA Extension

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The GOP bill includes market reforms to lower health care premiums but does not extend the expiring Obamacare subsidies.


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ASPI Jumps After Clearing Hurdle To Acquire Renergen

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Temporary - and recurring - delays in obtaining regulatory approval for the acquisition in South Africa were starting to create doubts that the transaction would never close.


Warner Bros. Board Urges Shareholders To Reject Paramount Hostile Takeover Bid

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Chair of Warner Bros. Discovery’s board of directors, says Paramount’s offer is 'inadequate'...


"He'll Be Lucky To Have A Bookmobile": The Future Of Joe Biden's Presidential Library In Doubt As Donations Fail To Come In

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Joe Biden wanted a monument. What he’s getting is a mausoleum nobody wants to build...


The Latest on Positioning

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CTAs - Relatively benign flow projections over the next week, but the one month down scenario is "juicy".

Trump Sees Choking Off Venezuela's Oil Revenue As Quickest Path To Regime Change, But...

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... with Maduro backed into a corner, things could still escalate


The EU's New Policy Towards Russia's Seized Assets Isn't About Helping Ukraine

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The real purpose might be to prevent the US from reaching a deal with Russia per point 14 of its leaked 28-point peace framework...


WTI Holds 'Venezuela Blockade' Gains After Small Crude Draw, Record US Production

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"Ultimately, the trend is lower for oil, with it likely to persist unless there's a pick-up in global industrial activity, a bigger supply shock, or - most likely - intervention from OPEC to support prices,"


White House Prepping New Sanctions If Russia Rejects Latest Ukraine Ceasefire Offer

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Trump claims "we're closer now than we have been."


Trump Weighs Limiting Defense Contractors' Shareholder Payouts, CEO Compensation

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Been raking it in especially over last years of war in Ukraine...


Path To Equity Melt Up Cleared By Option Expirations, Benign CPI

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The December VIX option expiration this morning and the larger monthly expiration Friday is hitting just as the S&P 500 is at a pivotal level...


General Mills Earnings Top Expectations But CEO Warns Of 'K-Shaped' Bifurcation

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"More specifically, with lower- and middle-income consumers continuing..." 


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Oracle Claims Michigan Data-Center 'On Schedule' Despite Blue Owl's Absence

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...if private credit is saying 'no mas', then no way the AI cycle will be completed...


Data Centers In Space Are Coming: Here's How To Profit

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With AI driving up demand for compute, Earth-based data centers appear to be encountering certain structural bottlenecks...


Squeeze In Physical Silver Is Tightening While Gold's Eases

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This betrays a shortage of physical silver more acute than for gold, which is likely behind its recent significant outperformance...


EU Will Be AIsimilated

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The Trump administration really wants the rest of the (Western?) world to embrace American-made artificial intelligence and technology.