Despite A Day, Week, & Month Of Superlatives, Top Goldman Trader Says Don't Read Too Much Into A 'Positioning Washout'

teaser image
teaser image

...despite an abundance of new information, I’m sticking to the 6 core views laid out for the year in mid-December:


Connecticut School Cancels Event With Education Secretary Over Political Pressure

teaser image
teaser image

They are raising a generation of speech-phobics that reflects their own intolerance and bias...


Don Lemon Arrested By Federal Authorities Over Minnesota Church Protest

teaser image
teaser image

The DOJ originally sought to charge eight people over the incident...


Neil Young Encounters The Most Boomer Leftist Problem Imaginable

teaser image
teaser image

Rock star’s latest meltdown is a corker...


Iran Hits Back At EU: Designates European Armies As 'Terrorist Entities'

teaser image
teaser image

Label tit-for-tat...


Estimate your earnings

oz

Calculate earnings


Muslim Leaders In Italian City Demand Removal Of Plastic Pig From Deli Shop Window

teaser image
teaser image

Muslim employees of the deli have defended the display of the plastic pig, saying it represents the shop's business and is not at all offensive...


AI Capex Was Supposed to Peak. It Didn’t.

teaser image
teaser image
Hyperscalers spend more, semis hit record crowding, and Nvidia keeps getting bigger than everything else.

Ukraine Moves To Purge Dostoevsky & Tolstoy From Public Mention

teaser image
teaser image

All streets, monuments & institutions bearing their names to be wiped from the map.


Next-Level Spying: How China Read The West's Wiretaps For Years

teaser image
teaser image

The Prime Minister’s phone may have been perfectly secure. The calls it made were not...


Everyone Is Long the Same Thing Again

teaser image
teaser image
Hedge funds go all-in, leverage hits extremes, semis at 100th percentile exposure, pro-cyclical bias everywhere. And insiders head for the exits.

"A Hawkish Surprise": Goldman's First Take On The Implications Of Warsh's Pick

teaser image
teaser image

"...in the 70s, Volcker wasn't Carter's preference, he was the market's."


Indian Christians Facing Rising Persecution Look To America For Help

teaser image
teaser image

"Christians are actually afraid to celebrate Christmas openly now..."


Thai Police Track Down 3 Children Suspected Of Lighting Homeless Man On Fire

teaser image
teaser image

“I was sleeping under the bridge when I felt cold liquid being poured on me before flames erupted on my body..."


Warshed Out — When Parabolas Break, Nothing Else Stays Standing

teaser image
teaser image
89% of global stock indices are above their 50 & 200 — that’s a sell signal

Seven Reasons Not To Bomb Iran

teaser image
teaser image

America’s Middle East record is failure, not freedom...


"Leader Turned Follower": Lululemon's See-Through Legging Fiasco Exposes Brand Drift

teaser image
teaser image

"...a new low."


Zerohedge store image

Texas Governor Issues Disaster Declaration Over Spread Of Parasitic Screwworm

teaser image
teaser image

The New World screwworm isn’t yet present in the United States or Texas, officials say.


Goldman Desk Warns Of Momentum Carnage, Recommends This Trade As Crash Hedge

teaser image
teaser image

"A larger unwind of momentum could cause more pain than a rotation given where nets are in the Prime Book... we like put spreads in momentum as a portfolio hedge"


Russia's Lukoil To Sell Bulk Of International Portfolio To US Carlyle Group

teaser image
teaser image

Sanctions fire sale...


US Judge Grants Asylum To Chinese National Who Filmed China's Uyghur Prison Camps

teaser image
teaser image

Guan Heng’s case has drawn international attention after he faced the risk of deportation to Uganda.