Special Counsel Jack Smith Demanded Info On Americans Who "Favorited Or Retweeted" Trump Tweets; Newly Released Docs Show

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...the information Smith sought were lists of all Twitter users who “favorited or retweeted” Trump’s tweets, “as well as all tweets that include the username associated with the account” in “mentions” or “replies.”


Why Everyone Got Everything Wrong: The Stunning Lessons From 2023 And What To Expect In 2024

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With inflation constraining the policy put for the first time since it was invented and globalization trends in reverse, together with increasing geopolitical risks, it may be the last 35 years that were the outlier and not today...


Pennsylvania Strikes Another Blow Against Pro-Life Pregnancy Centers

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Part of a nationwide struggle...


The ADL Has Been Sending Top US Cops To Israeli Terrorism Seminars Blamed For 'Militarizing' Police

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"The ADL publicly dismissed that line of critique in the summer of 2020..."


Night Of The Living Ed: Zombie Public Schools, Drained Of Pandemic Lifeblood, Haunt The Land

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"We no longer have that robust environment for teachers or students..."


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REAR VIEW: Hawkish Barkin commentary; Cooler-than-expected German & Spanish inflation; Hawkish RBNZ hold; US Q3 GDP revised higher; Saudi Arabia favours cuts of up to 1mln BPD, but faces opposition; CI/HUM reportedly in merger talks; New GM USD 10bln share buyback programme & reinstates dividend from 2024; INTU, WDAY, NTAP, CRWD, FL earnings impressed, but JBL & HRL offered cautious updates.

Bullion, Bonds, & Black Gold All Bid As Rate-Cut Hopes Ramp-Up

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Inflation down (in Europe) and Growth up (in US) prompted more 'goldilocks' narrative calls today, but...


11th Anniversary Of Bitcoin's First 'Halving': From $12 To $37,000

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Bitcoin halvings significantly increase the cryptocurrency’s scarcity...


Panama Forcing First Quantum To Close Mega-Copper Mine Is A "Significant Event" 

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This can't be good. 


'Confetti Dollars' Are Coming, But Silver Will Pull "The Pin In The Gold Grenade"

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"...it is being suppressed because if silver rises uncontrollably, it will be like pulling the silver pin in the gold grenade.


US Osprey Aircraft Crashes Off Japan Coast, Killing At Least One 

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"Japan Coast Guard units continued the search in the dark off..." 


Downbeat Beige Book Finds Economic Activity "Slowing", Brings Fed One Step Closer To Rate Cuts

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The slowdown was visible across both Fed mandates: price increases moderated across districts, while demand for labor continued to ease, as most Districts reported flat to modest increases in overall employment.


Cigna, Humana In Merger Talks To Create New Healthcare Powerhouse  

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"Even if an agreement is reached, the odds of the deal closing are questionable given the size of the combination and increased federal scrutiny..." 


Context And Facts Expose Bearish Bond Narratives

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The noise in the bond market is thunderous these days as inflation is still well above norms, deficits remain high, and the Fed continues to promise higher rates for longer. Noise creates differences between the yield on bonds and their true fair value.


Black Friday "Dud": Retailers Heavily Dependent On Shopping Frenzy Day Saw Sales Drop

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The biggest takeaway from this report is that consumers traded down from traditional retailers to discounting ones... 


Saudis Pushing For Additional 1 Million Barrel OPEC+ Output Cut, May Come As Soon As Thursday

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Saudi Arabia, the world’s biggest oil producer, is in favor of the new cuts while Nigeria and Angola have been resisting a downgrade of individual quotas, as has the United Arab Emirates.


Rally on the razor's edge: Rejection, risk, and rally doubts

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dare some "crashing" put spreads?

In Stunning Reversal, After Rout Global Bonds Now Head For Best Month Since December 2008

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The Bloomberg gauge of global sovereign and corporate debt has returned 4.9% in November, its biggest monthly gain since it surged 6.2% in the depths of the recession in December 2008.


Panama Canal Chaos Might Spread To Suez, Greek Shipping Exec Warns

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"If you can't go via the Panama Canal, you must add one more ship for the same volume." 


Bad Omens Are Everywhere

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Lower interest rates mean recession. Lower inflation means prices are still going up...