markets


With Momentum And Nvidia Crashing, Goldman's Tech Trader Responds To Panicking Hedge Funds

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"Tons of questions on the overnight fade from up 4% to down 5% -  did feel like a fair bit of investor awareness that it has been nearly ~2yrs since a “wow” top of t+1 reaction at Nvidia


After WaPo Axed 30% Of Staff, We Now Learn They Lost $100 Million Last Year - Again

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Not winning...


IVERMECTIN: THE PERFECT PARASITE SPRING CLEANSE FOR YOUR BODY

Sponsored Content By The Wellness Company

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For most Americans, its been a long cold winter. But as February draws to a close, most of us are dreaming of spring: the flowers, the sun, the warm weather, the chance to get back outside, and – of course – spring cleaning.

Sponsored Content By The Wellness Company


Top Goldman Macro Trader Warns "Several Tectonic Plates Are Moving At The Same Time"

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...everything you wanted to know about the current market situation, but were afraid to ask...


WarAI: Will Anthropic's Clash With Hegseth Trigger Historic Software Short-Squeeze

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"It will be an enormous pain in the ass to disentangle, and we are going to make sure they pay a price for forcing our hand like this..."


PayPal Slides After Report Says Stripe Not In Takeover Talks

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"PayPal isn't currently in talks to sell itself — to Stripe or anyone..." 



Bond Flows Are At Odds With Falling Inflation Forecasts

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Investment flows suggest the market isn’t comfortable with the notion that inflation is yesterday’s problem...


One Battle After Another

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US success would entrench Trumpism and demolish planned global alternatives; yet failure would do nothing to return ‘rules-based order’ or a benign free-trade backdrop for under-armed and over-dependent ‘middle powers’. 


There Is A Central Flaw In Market's AI Pricing

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There’s a contradiction at the heart of markets, as flows anticipate higher inflation yet the stocks rallying the most on AI are also those that face the greatest risk from rising prices...


Hindenburg Alarm: Another Rotation Or Worse?

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The last time this technical indicator triggered six times in a month was preceding the Pandemic crash of 2020...


Futures Flat Despite Blowout Nvidia Earnings

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“Aside from fireworks, champagne and dancing robots, we are not quite sure what more Nvidia could have done on the 4Q call to get the market re-excited”


Fed Independence Is Sacred... Or So We've Been Told

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The case for independence was built on a world that no longer exists. That is not an argument against it. It is an argument for reexamining it...


Zimbabwe Lithium Disruption Has Goldman Eyeing This Trade

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"Continue to point to GSCBGLLI Index...... Want a small cap i have been keeping an eye..." 

 


Private Credit Rocked By UBS Shock Outlook: Record "Cascading Defaults" And Widespread Contagion

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"spike in private defaults could ripple across public markets, widening spreads and impairing liquidity."


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At the third round of nuclear talks in Geneva, Omani Foreign Minister says Iran and the US have welcomed proposals and talks are still currently ongoing. Further, "Iranian negotiating delegation meets IAEA director at the headquarters of the negotiations in Geneva", via Al Jazeera.

NVDA Pumps And Dumps Despite Smashing Estimates And Blowout Guidance

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NVDA stock is back to flat, erasing all of its post earnings gains, after what some attribute as a lackluster conference call.


"Breakneck Production Growth": Exxon Leverages Guyana Boom In Global Oil Talks

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"We’re delivering differentiated results. Importantly, our industry peers can see it, and the resource owners can see it.”


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Equities mixed despite positive Nvidia earnings; Third round of US-Iran talks awaits - Newsquawk EU Market Open

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APAC stocks are mostly positive as the majority of the region took its cue from gains on Wall Street, where tech led the advances, and NVIDIA posted stronger-than-expected earnings.

"All Necessary Measures": China Warns US Against New Tariffs

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The back-and-forth adds a fresh dose of tension to the relationship ahead of President Donald Trump’s upcoming visit to Beijing... 


Crypto Crashes Up As HALO Hiccups; Bullion & Big-Tech Bid Ahead Of NVDA

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...'squeezy' gains in recently embattled stocks but "watch credit..."


Watch: Congressional Testimony Abruptly Cut Off After Covert Iran Ops Revealed

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"I'm going to interrupt you..."