"I do think there’s a lot of merit for combining the companies,"

The midterms are a fundamental choice over America’s economic future, national identity, immigration, energy, and Western civilization...

Trump envoy expected to brief Putin after Oslo talks involving Zelensky...

Political outrage seems to be everywhere, from social media to everyday conversations...

Every headline number has moved substantially higher... and none of the structural flaws have been fixed...

Reports suggest a compromise proposal meets the demands of both the US and Iran, implying progress, although later sources rejected claims that a US-Iran deal is close; Iranian officials say they cannot gain US trust until seven conditions are met; US Pending Home Sales sink in September, Building Permits slightly above forecasts; BoJ is reportedly likely to keep rates unchanged in October but may signal that a rate hike could come in December; UK unemployment rate unexpectedly declines; Germany's ZEW falls more than expected; GM shares fall on FY profit outlook miss.

Here we go again...

More than $9 billion of default insurance on seven AI giants changed hands every week in September, up from under $2 billion in July; it now costs $1.82 million upfront just to insure $10 million of CoreWeave.

The bull case needs $207 billion in capex next year. The 50-year bondholders are already demanding 8%, in other words the stock market is pricing the upside, and the bond market is pricing the bill..

The supply/demand chart says it all. 

The pandemic is over. The censorship is not...

Our bet: the growth scare gets here before the Iran deal does...

...on Putin's terms.

Hank Azaria grovelingly apologized to every Indian before the character returned worse than ever...

...the anti-AI trade is now crowded enough to have its own bubble risk, and BofA thinks it is cheap to hedge it...

"Bottom Line: RTX 3Q26 results came in ahead of consensus across key metrics..." 

As midterms approach, the conflict and its consequences loom large as campaign issues...

The Fed's inflation machine not only disrupts our lives now, but it also is making life even for difficult for those facing an uncertain future...