Daiwa, DB, Wedbush, Canaccord, Baird, Wolfe, Exane, GS, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley... 

Periods of low volatility often imply complacency, but for now clarity has seemingly returned across asset classes...

"And that's where our team says it is starting to de-escalate. You start seeing resolution discussions..." 

 

...'digital gold' and the barbarous relic both battered badly to start the last week of the year

Time to make DOGE great again, eh?

The next two years will test the soft landing thesis. If growth falls short, earnings disappoint, or inflation returns, markets will face a reset. That reset may not be dramatic, but it will be painful for those overexposed to the current consensus...

“The question of ‘is AI a bubble’ will remain front and center for investors in 2026"

Investor debate around data center capex is shifting to the 800VDC architecture proposed by NVIDIA... and who will be winners and losers.

...record index levels reflect persistent confidence among investors, even as market leadership shifts and year‑end thin trading raise the potential for volatility.

Authorities aggressively going after Brazilian ex-president's inner circle of loyalists...

PJM's price controls may be all that stand between the status quo and a furious mob burning down every data center they find.

..."commodity-control" world continues higher as crypto carnage continues...

"The survey makes us more constructive on NKE, but..." 

A new study finds Facebook hosts the vast majority of social media scams, and critics argue it is because Meta prioritizes profit over protecting users...

“The current fundamental backdrop clearly has the opportunity for an ongoing AI-related tailwind to large-cap growth.”

That spread should be positive, since silver needed in one year comes with storage, insurance, and financing costs...

Every year-end, there are heated debates about what is the "best .... of Christmas", especially among those who work in finance. 

And just like that, Jensen has reverse-engineered Google's TPU lead.

“Toyota will be able to meet the diverse needs of a broad range of customers, while also helping to improve Japan–US trade relations...”

'twas the night before the Christmas, and all through the markets, not a person was stirring... but the f**king crypto algos were...