"Market That Never Existed": Nvidia CEO Sparks Frenzy In Memory Stocks

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"For storage, that is a completely unserved market today." 


Trump's Energy Boss Discusses US Control Of Venezuelan Oil Sales, Failed Green Energy, And Nuclear Power

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"We want to change the game in Venezuela, fix the country so it's a productive member of the Western Hemisphere." 


US Announces Revision Of American Citizenship Tests

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The revised test will ensure new citizens understand the privilege of U.S. citizenship, USCIS said.


Everything Looks Bullish… Right At The Range High

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Soggy Tech has preceded every recent pullback.

China Launches Anti-Dumping Probe Against Japan Over Key Chip-Making Chemical

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More escalation: dual-use punitive action could impact more than 40% of Chinese exports to Japan...

 

 


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Job Openings Plunge Below Lowest Estimate As Gov't Openings Crater; Hiring Plummets

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Despite a rather solid ADP print earlier, today's JOLTS report was quite terrible and certainly enough to ensure that Fed rate cuts continue, assuming no dramatic improvement in Friday's job report.


False Choice: Individualism Vs Collectivism

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There is no warmth in collectivism but neither does it exist in atomized individualism as such. It is community we are going for...


Dumbocracy? US Falls Below The OECD Average At Math

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Singapore leads the world... 'Murica, not so much!


An Arctic Chill In Greenland

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You may already have buckled yourself up, but an arctic chill may also require you to wear an extra vest these days. President Trump and some officials in his administration amplified threats to take Greenland. Preferably by “buying” it, but by force if necessary.


Some Republicans Are Distancing Themselves From MAGA

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...a recent poll shows signs that Trump's strong support base has started to splinter.


Somali UN Ambassador Linked To Ohio Health Care Company Sanctioned For Medicaid Fraud, HHS Says

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“HHS has previously taken action against Progressive in response to a conviction for Medicaid fraud. More to come.”


Climate-Change Fears Drop, AI Anxiety Pops: What Will Happen In 2026?

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If the last years have shown us anything, it’s that a lot can change, fast...


ADP Private Payrolls Rebound But Miss Estimates After California Jobs Tumble

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“Small establishments recovered from November job losses with positive end-of-year hiring, even as large employers pulled back”


Medicaid Will 'Claw Back' Fraud Funds From Minnesota: Agency Head

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Minnesota will feel an “increasing vise grip of financial penalties” to help make up for taxpayer dollars lost to fraud...


Stocks Head For First Drop Of 2026 As Focus Turns To Geopolitics, Macro

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"Shifting trends create uncertainties that need to be priced into assets. We are talking about a breathing period, with investors taking time to rethink how to deploy their concentrated equity investments in a deconcentrating world."


Earnings Outweigh Geopolitics... And Everything Else For That Matter

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Against a friendly macro backdrop of healthy US economic growth and continued Fed easing, Goldman expects S&P 500 companies to grow EPS by 12% in 2026 and 10% in 2027, providing the fundamental driver for a continued rally...


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MSCI Will Not Exclude Bitcoin Treasury Companies Like Michael Saylor's Strategy From Global Indexes

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Analysts had projected potential capital flight of up to $2.8 billion from Strategy alone if MSCI followed through with exclusion...


Goldman Sees Middle Class "Outperforming", Yet K-Shaped Economy Persists

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"Our economists expect Medicaid and SNAP cuts to weigh disproportionately..." 


US Discusses Ways To Acquire Greenland; Military Use On Table

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Rubio told lawmakers in a closed-door briefing, that Trump seeks to buy Greenland rather than invade it...


Germany's Chancellor Warns Of Economic Collapse... Then Doubles Down On Central Planning

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Friedrich Merz acts like a central planner without an ordoliberal compass. His time as a ceremonial executive at BlackRock seems not to have granted him access to the secret knowledge of market processes.