These Are Goldman Traders' Top Four Themes For 2026

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While at the index level it looks like things may be starting to calm down into year end, it’s worth highlighting that volatility in factors is currently extremely elevated...


And We're Off: Fed Monetizes $8.2BN In T-Bills In First Of Many Open Market Operations

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"Fed QE (buying $40bn short-dated USTs per month) nixes peak liquidity concerns." - Michael Hartnett


Belgium Gets Cold Shoulder Ahead Of Russian Asset Confiscation

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Belgium appears outnumbered and the EU seems poised to approve the measure.


Trump Says He Is Pardoning Former Colorado County Clerk Tina Peters

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Colorado officials say the pardon is invalid because Tina Peters was convicted under state law and the president may grant pardons only for federal offenses...


Charlie Kirk Murder Suspect Makes First Courtroom Appearance

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A group of local and national news outlets, including The Associated Press, is pushing to retain media access throughout the defendant’s criminal case.


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MyPillow CEO Mike Lindell To Run For Governor Of Minnesota

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“I’ll stand for you against government-sponsored theft of your livelihood via exploding property taxes, excessive fees, and unfair sales taxes,”


Prepare For The Unexpected: These Are Deutsche Bank's 2026 Curveballs

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With 2026 approaching, it’s worth remembering that very few years proceed as expected...


Everyone Except Zelensky 'Loved' My Plan, Trump Says, Warning Of WW3

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"I thought that we were very close with Russia to having a deal" but...


Slowing Money In China Might Soon Be A Problem For Global Stocks

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The pace of money growth in China has slowed for a second month. If that’s sustained, global stocks could lose a hitherto supportive tailwind next year...


Fermi Craters 50% After Losing First Tenant For Its Massive Texas Data Center

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A wild overreaction. 


US Coast Guard Operation Seizes 150,000 Pounds Of Cocaine

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The drug interdictions have resulted in more than $1.1 billion in revenues being denied for criminal groups.


Futures Dip After Hitting Record High, As Fed's "QE Lite" Sets Up Christmas Rally

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"Given the set-up in markets, diversification is now the price worth paying to keep you fully invested in equities"


COVID Porn Is Back

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The tireless hacks at the BBC have emerged from their bunkers once again to terrorise the public by bravely touring the hospitals and whipping up hysteria about the latest outbreak of flu...


Beijing Prepares Its Own $70 Billion Chips Act

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"The package would involve subsidies and financing support separate from existing vehicles like the $50 billion Big Fund III."


Gold Is Loading at ATHs While Volatility Sleeps, This Is How Squeezes Start

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Gold seasonality starts now... and ends in a few months.

How The 2026 Midterms Will Shape Trump's Two Core Policies

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Political pressure on the Fed will increase if Trump wants to keep rates lower to boost growth, particularly if we get closer to November and it still looks like the Democrats are the favorites to win the House.


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Nuclear Reactors For Investors

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There’s a growing list of public and private companies that are working to build reactors for various purposes. These reactors vary widely in their design, size, output, and potential purpose.


"This Is Very Risky": China Silver-Fund Manager Issues Warnings As Premiums Soar

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...issued warnings to investors about the risk of "significant losses" should the metal's record-breaking rally come to an end.


Double Top Déjà Vu or the Squeeze of the Year?

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VIX is at its natural floor. Betting on lower from here is naïve.

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US President Trump said they would help on security with Ukraine, and he thought they were close to a deal.