...the extent of the LDP election win will be the catalyst for how much further the 'Takaichi trade' has to run...

"This week’s notional short selling in US Single Stocks was the largest on our record" - Goldman Prime Brokerage

Bitcoin usually fakes its own death - but it truly could be different this time...

The var shock has indeed left a mark...

Bigger picture, the question is whether this cohort can convince investors that it’s not as fundamentally challenged as the recent de-rating would suggest it is...

"As a result, we have decided to stop offering access to this treatment. We remain committed..." 

Reflation is a credible but fragile narrative...

Dow record high, gold green on the week, tech wrecked but S&P unch, crypto dump-and-pump...

The bank’s 2024 bonus pool remained flat at $3.8 billion, defying an industry trend toward higher payouts. Some staff, particularly in corporate and institutional banking, were warned to expect lower awards.

"The tide is turning." 

"This week’s tape can only be categorized as adult swim... and then some..."

...expect it will take 2-3 quarters of stable fundamentals for investor sentiment to improve.

HGP Intelligent Energy is partnering with the Shaw Group to deploy U.S. Navy submarine and aircraft carrier nuclear reactors at the DOE's Paducah, Kentucky facility.

...one could argue that much of the risk is already reflected.

Trump admin is exploring opening an antitrust investigation into US homebuilders as the White House sharpens its focus on tackling the country’s housing affordability crisis...

“Now do we suffer the evils of prolonged peace; luxury, more ruthless than the sword, broods over us and avenges a conquered world.”

...as Democrats and Independents come to their senses.

Remember, Canadian Warren Buffett was panic-buying the stock last month...