"Oracle is in a damned-if-you-do, damned-if-you-don’t position"

Investors just unwound massive hedges. But downside skew is still elevated.

...still-micro blowups in a few pockets of credit markets look more like an early warning for broader risk sentiment.

At some point, the market may begin treating these emergency meeting headlines as pure bullsh*t.

Around 57% of Gen Z men agree that women’s rights have gone too far - to the point that men are being discriminated against...

U.S. intelligence assets have reportedly begun to see indications Iran is taking steps to deploy mines in Strait of Hormuz shipping lane...

Treasury yields are not yet pricing in the full ramifications of the energy shock...

You can't make this stuff up...

A subpar, disappointing auction which however could be attributed to the melt up in stocks. However, if this weakness persists in the week's upcoming coupon auctions, that could be a problem. 

Bitcoin ETF inflows have turned positive as gold ETFs see record outflows after a historic rally. Is capital beginning to rotate from gold to Bitcoin?

The "buy signal" will come when Iran, not Trump, agrees to cease attacks and negotiate. That could be this week or next...

...points to a market that is simmering on the surface, but starting to boil underneath.

ASPI is one of the few names positioned across HALEU, medical isotopes, and quantum materials.

We don't know what's fact from fiction, but owe it to the people of our state to sort through these threads of information and get answers...

"The impact on 2Q, though, could be significant. We continue to believe that DAL..." 

"This is in the heart of Toronto." 

SPX Is Still Stuck. But Volatility, Positioning And Liquidity Look Increasingly Fragile.

The wiring issue is yet another manufacturing setback...