Sovereign borrowing remains substantial and AI-related corporate financing has not collapsed, but the forces driving yields higher are no longer reinforcing one another...

Wow...

We all just saw what happened with Nvidia and Jensen Huang. I’d watch crypto next.

"Secret Service arrests two after car crash and barricade breach outside White House." 

Emergency crews exinguish a fire that resulted...

Biden pledged to triple it, Trump to quadruple it, and Congress keeps passing it without a single "no"...

Al Gore, please bring back Global Warming.

"A dangerous xenophobe and reckless extremist..."

"The Kraków killer was so far-right that he demonstrated in favor of opening all borders and welcoming all foreigners who wanted to enter Poland." 

"...the AI financing debate is shifting from how much capital is required to who ultimately bears the risk..."

Is the appointment of a pugilist like Miller a signal that a lame duck President intends to serve out his term as Dux Bellorum?

"Pete Hegseth has got to go..."

"There is absolutely ZERO chance this caravan will be allowed into the United States..."

Culper warned that Wall Street was treating China as potential upside for Nvidia when it could actually represent substantial downside...

"A daily question I have right now is clients looking for a hedging strategy with the lowest cost of carry"

...good news for US drivers.