Treasury yields are not yet pricing in the full ramifications of the energy shock...

A subpar, disappointing auction which however could be attributed to the melt up in stocks. However, if this weakness persists in the week's upcoming coupon auctions, that could be a problem. 

The "buy signal" will come when Iran, not Trump, agrees to cease attacks and negotiate. That could be this week or next...

...points to a market that is simmering on the surface, but starting to boil underneath.

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.

US trade saw a late boost to sentiment after US President Trump said the war could be over soon and that he thinks the war is very complete, pretty much as Iran has no navy, no communications, and have no air force, while he added that the US is “very far” ahead of his initial 4-5 week estimated time frame."

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..."