NVDA didn’t break out. That might be the story.

"PayPal isn't currently in talks to sell itself — to Stripe or anyone..." 

“I have no interest in selling...”

Investment flows suggest the market isn’t comfortable with the notion that inflation is yesterday’s problem...

The structured desks have entered the chat. You know how this movie usually ends.

Reports that Thursday talks stall as US side demands zero enrichment...

US success would entrench Trumpism and demolish planned global alternatives; yet failure would do nothing to return ‘rules-based order’ or a benign free-trade backdrop for under-armed and over-dependent ‘middle powers’. 

Secondaries, credit, and the illiquidity trade.

"After careful consideration, I have decided to step down..." 

There’s a contradiction at the heart of markets, as flows anticipate higher inflation yet the stocks rallying the most on AI are also those that face the greatest risk from rising prices...

It is outrageous and deeply alarming that the previous FBI leadership secretly subpoenaed my own phone records...

The last time this technical indicator triggered six times in a month was preceding the Pandemic crash of 2020...

Silver skew just hit a 20-year extreme. These setups rarely resolve quietly.

“Aside from fireworks, champagne and dancing robots, we are not quite sure what more Nvidia could have done on the 4Q call to get the market re-excited”

Unadjusted claims tumbled to the lowest since September...

"The following items were seized: assault rifles, handguns, improvised explosive devices..."

 

The case for independence was built on a world that no longer exists. That is not an argument against it. It is an argument for reexamining it...

"Continue to point to GSCBGLLI Index...... Want a small cap i have been keeping an eye..." 

 

Software is the most crowded short in tech, record underweight and GFC-level oversold. That’s squeeze fuel.

Fusion energy brings total energy independence...