Goldman Partner Warns 'Beware CTA Triggers' As Tech Firms Face 'Moat Check'

teaser image
teaser image

AI has been framed as supportive for equities, but what it is now doing is aggressively rooting rent-seekers across the economy...


Goldman Sacks Ruemmler As Epstein Scandal Claims Obama's Former Lawyer

teaser image
teaser image

So it was OK until everyone else knew?


teaser image
teaser image
$BTDR, one of the world’s largest public Bitcoin miners, is quietly becoming a major AI player.

Sponsored Content By Bitdeer


Warsh Likes It Hot, And Will Move The Fed's Inflation Target To 2.5-3.5%

teaser image
teaser image

faced with the double jeopardy of declining labor demand or declining labor supply, the Fed will turn a blind eye to this structural uplift in wage inflation. It will do this by de facto moving its inflation target to 2.5-3.5 percent


AI Panic Crushes Software — But Is The Market Dead Wrong?

teaser image
teaser image
Software was the most expensive sector in the market at 51x. Now at 27x, media, autos, semis and capital goods trade richer.

Biggest Shorting Of Software Stocks Since 2010, As Goldman Says "Nowhere To Hide Today"

teaser image
teaser image

"The magnitude of the moves are significantly hitting sentiment with NO ONE wanting to step in and defend" - Goldman


Estimate your earnings

oz

Calculate earnings


Mercedes Warns Of Fresh Margin Squeeze As China Struggles Persist

teaser image
teaser image

"The rules are changing. We are fundamentally reinventing the company."


NATO's 'Arctic Sentry' Formalizes The Race For The High North

teaser image
teaser image

NATO officially launched its Arctic Sentry mission on February 11 in a bid to improve the military posture of the alliance in the Arctic region...


teaser image
teaser image
US President Trump plans to roll back tariffs on metal and aluminium goods, according to FT.

Rise Of "War Unicorns" As Big Defense Primes Face An "Adapt Or Die" Moment

teaser image
teaser image

The capital flow has inspired a new term: "war unicorns."


"We haven't seen anything like this since the dotcom bubble burst..."

teaser image
teaser image
Extreme stock-level volatility and shifting leadership.

US Strategy In Armenia And Azerbaijan Includes Nuclear And AI

teaser image
teaser image

Vice President Vance's visit successfully broadened US economic and strategic engagement with Armenia and Azerbaijan, moving past the initial focus on the Middle Corridor trade route...


When the (AI)iens invade

teaser image
teaser image
A specialist sales note traces how an AI-driven pullback snowballed from rational repricing into broad-based panic across financials and services.

Toyota Remains The World's Most Reliable Car Brand, Rivian The Least

teaser image
teaser image

Tesla recorded the biggest improvement, climbing eight spots compared to 2025, thanks to stronger reliability scores for the Model 3 and Model Y.


A Japanese Lesson For Troubled Britain

teaser image
teaser image

In a world where nations are aggressively pursuing their interests, the UK suffers under a government the people don’t want but can’t get rid of yet...


Russian Oil To Slovakia Via Damaged Druzhba Pipeline Still Halted As Accusations Fly

teaser image
teaser image

Hungary FM to Kiev: "Why don’t you ask your President when he will allow to restore the electricity supply of the pipeline?"


"Bye-Bye Data Center": German Town Rejects Multi-Billion Euro Construction Project

teaser image
teaser image

The mayor's party celebrated the move, stating the "city would not be sold to a major investor..."


Zerohedge store image

AI frightens logistics stocks; Markets await US CPI - Newsquawk EU Market Open

teaser image
teaser image
APAC stocks were mostly lower as the region took its cue from the losses stateside, where tech underperformed as AI-disruption concerns re-emerged, and logistics/industrials stocks were also pressured after Algorhythm Holdings (RIME) released its AI freight scaling tool.

Member Of Trump's 'Religious Liberty Commission' Fired After Heated Israel Debate

teaser image
teaser image

Wave-making Catholic kicked off panel, but says chair lacks authority to fire her...


The Best Trade Of 2026: Goldman Reveals How To Profit From The Ongoing Collapse Of Software Stocks

teaser image
teaser image

...resolving "the unresolvable existential threat" from AI disruption.


A Warning To Seattle: Don't Become The Next Cleveland

teaser image
teaser image

Entrepreneurs, executives, investors, and technologists are departing, either because they don’t think they can be competitive here in the white-hot AI market and/or are concerned about a deteriorating business environment. And the exodus appears to be accelerating...