Bryant allegedly sent money through PayPal...

... the last time the S&P and the S&P-without-AI were this far apart was June. Ask the holders of levered semis ETFs how July went...

It begins?

Of course...

"We don't think it's a bioweapon, but we will find out."

"overall these questions set quite a negative tone on the sector and there is a negative Sovereign/ Rates negative feedback loop with the banks + Muscle memory."

Stream of trucks hauling crude overland to Mediterranean...

"... mainly about how much debt SpaceX is adding and how fast."

“Most participants assessed that another increase in the target range for the federal funds rate would likely be appropriate by year end... Several participants commented that the underlying momentum in the economy appeared to have increased."

Presidents Pezeshkian & Putin pledge to strengthen bilateral cooperation in call...

the collateral is somewhere, the data center is somewhere, and the cash flows are... "somewhere in the universe."

ATHs. Falling long/short appetite. 34% earnings growth. Collapsing vol. Monster seasonality. Quite the setup.

The United States is yet to sequence its own plant collections fully

"Keeping a close eye on the Arctic as it could stretch and destabilize causing a massive dump of unseasonably cold air already in mid-October." 

 

Did Bessent call in a favor from a friendly foreign bond buyer? 

Trump made the point that an entire generation of young Americans will now own stocks.

$1,399.99?? 

40x sales. Record inflows. All-time highs. What could possibly go wrong?

Washington: will be "no progress" until there's advancement on the nuclear file...