Shanghai, Straits, Semis, & Selling: Black Gold, Big-Tech, & Bonds Bifurcate
...stocks ignored oil's decline as 0-DTE traders dumped delta... again.
...stocks ignored oil's decline as 0-DTE traders dumped delta... again.
"No, no, not at all. Not sanctions relief, no."
...conditions that have marked the ends of high-valuation, high-concentration bull markets in the past remain mostly absent today, although some of those conditions appear to be drawing closer...
Mexican President Claudia Sheinbaum said U.S. officials do not want Iran’s World Cup soccer team to stay overnight in the United States...
A new dynamic has emerged in the AI thesis that deserves serious consideration...
Bitcoin rose for at least two days after the announced crackdown...
"Florida got shortchanged in the 2020 Census, and we’ve been fighting for fair representation ever since,"
Consumer sentiment is at record lows because there is zero visibility on any real-world trends that would be positive for the bottom 90%. Vague promises of super-abundance are not visibility...
...the Biden admin’s mass parole program overwhelmed federal immigration enforcement systems and left authorities struggling to track migrants released into the country...
Across a range of rules and neutral rate assumptions, the funds rate appears to be roughly 50–160bps below what these frameworks would suggest.
Crypto PACs threw serious money behind a handful of Texas runoffs, helping oust a senior Democrat and boost Republican hopefuls as lawmakers hammer out new US crypto rules...
Has finally turned south toward Brazil...
"We can know only that we know nothing...”
Deepening concerns over the wave of expert losses tied to UFO and nuclear secrets...
Overall, this was a solid auction with impressive foreign demand, where the only blemish was the tiny tail, which however one can ignore considering the impressive foreign bid.
Gabbard plans to release findings from a string of sensitive investigations in weekly installments...
The Fed is trapped between two deeply unattractive outcomes...
