USS Gerald Ford Carrier Hit By 'Sewage Crisis' As Record Deployment Endures

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That's not a torpedo...


Home Depot Posts Biggest EPS Beat In 16 Quarters As Big Remodeling Projects Sidelined

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"A small sales miss was expected and instead, we got a beat. This was also the first time they beat operating margins in the last..." 


Iran 'Ready' For 'Any Step' To Achieve US Deal, Oil Slides Ahead Of Trump SOTU

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"...ready to take any necessary step..."


Yen Tumbles After Japan's PM Voices Concerns About Further Rate Hikes To BOJ

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Japanese Prime Minister Sanae Takaichi expressed reservations about additional interest rate hikes during her meeting with Bank of Japan Governor Kazuo Ueda last week, Mainichi reported.


After Four Years Of War, Zelensky Wants All Land Back

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"We'll do it. That is absolutely clear. It is only a matter of time."



Apple Becomes The AI Hedge — And The Squeeze Is Building

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Apple is the anti-AI trade — and funds are massively underweight. That’s squeeze fuel.

'Hubris Of Panic': Goldman Delta-One Desk Head 'Besieged With Angry Calls' Over Market Reaction To Claude

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If code can increasingly write itself, barriers to entry in software development collapse and the rent extraction embedded in the SaaS model is structurally challenged...


1, 2, 3, 4, 5 And 5, 4, 3, 2, 1

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Time to start the countdown clocks to tonight's piece of political theater... with what surprises for the viewing audience?


Despite Crazy Revisions, Consumer Confidence Rebounds From January's Doom

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...but labor market weakness accelerates...


Moscow Claims NATO Nuke Smuggling Plot Into Ukraine - UK Denounces 'Heinous' Charge

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SVR specifically mentions French small-size TN-75 warhead...


Rogue AI Just Yeeted $250,000 Into the Void

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Lobster gone Wylde...


Novo Nordisk Extends Slide After Announcing Price-Cuts For Blockbuster Obesity Drugs

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"I'm confident that payers will accept and welcome these lower list prices, as they've been calling for them publicly." 


"People Doing Some Dumb Things": Dimon Likens Current Private Credit Market To GFC

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"Unfortunately, we did see this in ’05, ’06 and ’07, almost the same thing..."


Despite Rise In December, US Home Prices Saw Weakest Full-Year Gain Since 2011

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...stable prices and declining mortgage rates means more affordability.


The Software Breakdown: Massive Volume, Extreme RSI, Panic Term Structure

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IGV weekly RSI just hit its most oversold level since the GFC.

Positive Gamma Evaporates Leaving Stocks With More Downside Risk

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S&P gamma has fallen close to negative, which increases the risk that selloffs are reinforced by dealer selling...


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Female British Cop Defends Freedom Of Speech In "Muslim Area" Of London

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Why is it that this police officer understands English law but others do not?


Jittery Futures Erase Gains Amid AI Doomsday Fears

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“Ongoing concerns over AI disruption and the possible exposure to private credit and private equity have made investor sentiment fragile. If we do get an escalation in geopolitical risks, markets may face some wobbles.”


Early Tax Refunds Are Showing A 14% Increase, IRS Says

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“Average refund amounts are strong,”


Goldman: "There Is Zero S&P Call Demand On The Trading Floor"

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"over the last month call volumes in mega cap stocks has fallen to levels last seen in 2017...its less fun chasing call options when they stop working and one experiences the true meaning of “theta decay." - Goldman