Mobocracy: Democratic Politicians Compete In Race To The Bottom Over ICE Shooting

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It is not a defense of democracy, but mobocracy in Minnesota...


Gold Vol Finally Panics — What’s Next?

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Gold — you don’t see upside volatility panics at market lows

"Sensory Overload": Top Goldman Macro Trader On Breadth, Buybacks, Banks, & Tanks

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If 2025 felt like 4 years in a year... then January has felt like a year in one month...


Saudi Aramco Dismisses Oil Glut Narrative As "Seriously Exaggerated"

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Global oil stocks are low, while the amassed barrels in floating storage on tankers are mostly sanctioned supplies, the CEO of the world’s biggest oil firm and top crude exporter said...


Egon von Greyerz On The Hidden Crisis Behind Silver's Price Surge

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"This time, any selling that is attempted by bullion banks fails..."


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Stellar 2Y Trasury Auction: Surge In Indirects & Bid-To-Cover; Second Lowest Dealers On Record

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The first coupon auction of the week just took place, and it could not have gone any better. 


Lavrov Exposed The Europeans' Plot To Subvert Trump's Ukrainian Peace Plan

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Trump’s idea, which we discussed and supported in Anchorage, has been categorically rejected by that elite European group.”


Top Goldman Trader Sees 'Semis Vs Software' Trade Nearing 'A Tipping Point'

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Squeeze risk (for software and the overall market) remains very real...


NatGas Rips Higher As Arctic Blast Knocks 12% Of U.S. production Offline

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The thin March premium to April deliveries implies a "short-term, temperature-induced demand spike." 


Calls To Nuke Filibuster, Pass SAVE Act Intensify As Threat of Government Shutdown Increases

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Things are getting spicy...


Trump Hails "Very Good Call" With Walz As He Sends "Tough But Fair" Tom Homan To Minnesota

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"It was a very good call, and we, actually, seemed to be on a similar wavelength..."

 


Booz Allen Shares Hammered After Treasury Cancels Consulting Contracts

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"Booz Allen failed to implement adequate safeguards..." 


USAR's New CEO Executing On Strategy

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USA Rare Earth’s (USAR) strategy is characterized by its comprehensive “mine-to-magnet” vertical integration, a significant geographic footprint across North America and Europe.


JPY Risks You Must Watch

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"...biggest risk to max bull Q1 consensus = rapid appreciation of super-weak yen" (Hartnett)

Plaza Accord II? After The Coordinated Global Yen Intervention, What Happens Next

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"The problem is at some stage you have to pay the piper and I wonder if this is it, and we’re seeing something unprecedented - the US taking action"


Son Of US Govt Crypto Custodian Allegedly Steals $40 Million

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“...siphoned tens of millions of dollars in crypto from wallets linked to the US government.”​


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Elon's X Overhaul: Muting Political Posts And Banishing 'Rage Bait'

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But at what cost to open discourse?


Key Events This Week: Fed, Central Banks Galore, Earnings Avalanche

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The key economic data releases this week are the durable goods report on Monday and the producer price index on Friday. The January FOMC meeting is on Wednesday.


BlackRock Credit Fund Hit With 19% Markdown As Loans Go Bad

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"This decline is primarily driven by issuer-specific developments during the quarter..." 


"The Discombobulator": Trump Admits Secret Weapon Used In US Operation To Capture Maduro

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"I’m not allowed to talk about it..."