The high cost of teaching athletes to be victims.

Yemeni Houthis reportedly on the verge of complete control over the Bab al-Mandab Strait; Iran is reportedly producing ballistic missiles again; Houthis take control of Red Sea City, maintain view that Red Sea navigation isn't safe for Saudi vessels; Very strong US 30yr auction; ECB hikes rates by 25bps as expected; US admin yet to decide on refined copper tariffs; US Existing Home Sales decline as expected; Chinese AI chipmakers have reportedly lifted prices amidst higher memory prices.

The Pennsylvania Democrat has increasingly distanced himself from socialist policies promoted by some in his own party - at times, crossing the aisle to vote...

Pursuing justice for Kirk "feels like a battle for truth itself..."

"They're all attacking this hardworking, very talented, very intelligent person..."

...the secular trend of broad-based AI spending remains intact ... ...the path in front of us is going to be more jagged than it was in the earlier innings of the sequence...

The disconnect between macro stress and broader risk premium has rarely been wider, raising the risk of a repricing that either pulls oil and yields lower, or leads to weaker equities...

Companies discussed how agentic AI is driving significant demand tailwinds for both services and equipment, all the way from systems to components.

Some uber-hawks meanwhile presenting that only a nuke would take it out...

Why is Blackstone’s real-estate chief walking away just as the business appears to be recovering?

Short term CTA thresholds across all three indices (NDX, SPX, & RTY) have broken this morning... VIX is cheap!

While yields across the curve did dip after the blockbuster auction results hit, the selloff has promptly resumed and 10Y yields are once again pushing wider, set to take out a new multi-year high as they near Bessent's red line of 5.00%

British authorities are seeking extradition of the social media influencers to face rape and sex trafficking charges...

Some environmental advocates opposed the approach, however...

"It will be called the Trump dividend." 

The bond vigilantes are calling Bessent’s bluff.

When Trump was asked by a reporter if he was confident the plane was safe to fly, the president responded, "Yeah, I am, or I wouldn't be on it..."

"If everything is checking out, it's something I would consider..."

US Crude production hit a new record high...

Will Warsh deliver another major surprise (not hike)?