JPMorgan Desk Turns Tactically Bearish, Sees S&P Dropping To 6,270

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"We are now Tactically Bearish... there has been a lack of extreme de-risking with positioning currently neutral... A definitive off-ramp to the conflict will end this tactical call"


Iran Signals 'Fight To The End' Under New Ayatollah, As US Struggles To Define Israeli-Coordinated Endgame

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Trump: Short term oil prices... a very small price to pay...


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Central bank headlines still move gold today. But a new global gold capital market is emerging that could change who really drives demand.

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Suspects Linked to IED At Gracie Mansion Made Pro-ISIS Statements In Custody

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The sequencing was deliberate...


Ending Iran War Will Be Mutual Decision With Israel, Trump Says

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President Trump told The Times of Israel that Iran was "going to destroy Israel and everything else around it"...


US Orders Americans Out Of Southeast Turkey After Reports Of CIA Arming Kurds

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US staff draw down from Adana consulate, near NATO Incirlik air base...



Gigantic US Error Or All Part Of A Plan?

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Oil vey!!


Nomura Outlines 3 Scenarios For Stocks As S&P Traders Face $21 Billion In CTA Supply

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These are the key levels to watch...


New York's Medicaid Program Under Federal Investigation For Alleged Fraud

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Between 2023 and 2024, 38 percent of job growth in New York was from the home health and personal care aide category.


"Let Them Keep Playing Games": Iran Warns Of $200 Crude Oil

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"If they can afford the price of oil at $200 per barrel ..." 


Extreme Fear Returns — Stocks Still Clinging To The Range

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NASDAQ is breaking the 200-day, almost to the day vs. last year.

G-7 Leaders Reject SPR Release Plan, But 'Stand Ready' After Initial Jawbone Efforts Fade

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"We agreed on following the situation very closely..." 


Key Events This Week: CPI, PCE, ADP, Durable Goods And More

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the key economic data releases this week are the CPI report on Wednesday and the durable goods and core PCE reports on Friday. Fed officials are in a blackout period so no speeches this week. 


It's The Duration, Stupid: The Impact Of Oil On S&P 500 Earnings

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For US equities, the bigger risk is a sustained period of severe oil disruption that weighs on economic growth...


Trump Cabinet Members Allegedly Buying Nuclear Bunkers

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“I’ve been inundated with calls..."


Oklo And Centrus Signal Progress On America's Nuclear Fuel-Chain Bottleneck

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"...expand deconversion capacity, strengthen domestic supply chains, and advance a more efficient fuel-cycle model that operates from the same location."


Dem Leaders Can't Explain Past Support For Unilateral Presidential War Powers

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...awkward!


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Hims & Hers Erupts In Epic Squeeze As Novo Nordisk Ends GLP-1 Feud

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"This collaboration reflects what's possible globally..." 


MOVE Is Back: Stocks Should Pay Attention

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Bond volatility is rising. Stocks usually don’t like that.

Dem Lawmakers Demand Probe Into Pentagon Officials Saying Iran War 'God's Divine Plan'

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Officers allegedly telling troops the mission is based on interpretations of biblical prophecies...


Futures Tumble But Off Session Lows On Expectations Of Global SPR Release

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"The market is anticipating the worst-case scenario. The selloff is all about oil, it’s about the inflation that is deduced from it, it’s about the risk of stagflation."