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

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

The wiring issue is yet another manufacturing setback... 

Some of the world’s biggest multi-strat hedge funds like Millennium, Poin72 and Balyasny suffered hundreds of millions of dollars in losses last week after the war against Iran sent oil prices surging and triggered wild market moves.

...gamma is quite negative across the entire spectrum of SPX prices, which backs the idea that high volatility should continue.

"Sell estimates over the next week are some of the largest we have seen" - Goldman

"The Texas Redomiciliation may reduce the risk of future frivolous litigation against the Texas Corporation and its directors and officers." 

“The war in Iran is not over and can intensify again at any moment. Any gains will remain limited until there are clear signs of an end to hostilities in the Gulf and shipping through the Strait of Hormuz improves again.”

Markets create outcomes, not the other way around...

Researchers say improving school meals will require additional funding, trained staff and better kitchen equipment so schools can prepare more fresh food.

Some businesses in the region already carried terrorism insurance before the conflict escalated. However, brokers now recommend broader political violence coverage, which also protects against unrest such as riots, strikes and civil disturbances.

"I think the war is very complete, pretty much..."

DOWN WITH AMERIC-AAAAAAAHHHH

REAR VIEW: Trump said war with Iran could be over soon; G7 to discuss SPR release tomorrow; Trump doesn't rule out seizing Iranian oil; Trump told China fentanyl tariffs will be reimposed under a different law; Trump to review options to combat oil spike; NY Fed inflation expectations little changed; Macron is setting up ship-escort mission to reopen Strait of Hormuz; Mixed reports around Saudi oil production cuts.

...passing the SAVE Act is as consequential as ridding the Middle East of its chief chaos agent...

"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"

Just before the Iran war which sent oil prices soaring, the US economy was in surprisingly good shape according to the latest NY Fed consumer expectations survey.