Model Collapse: The Entire Bubble Economy Is A Hallucination

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The conclusion that soaring asset prices mean the economy is strong is a hallucination that goes unrecognized because the entire financial system is hallucinating...


Man Arrested In Jan. 6 Pipe Bomb Case Identified As Brian Cole

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The suspect has been linked to statements that show support for an anarchist ideology...


Police 'Will Not Cooperate With ICE Agents': Minneapolis Mayor

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“Our police officers are not ICE agents; they will not cooperate with ICE agents,”


Jensen To Rogan: "Next 6-7 Years You Will See A Bunch Of Small Nuclear Reactors"

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"Energy is the bottleneck...The next 6-7 years I think your going to see a whole bunch of small nuclear reactors"


Rate Vol Is Too Sleepy Given Macro Catalysts Ahead

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That low-vol regime now rests on a narrow, and increasingly unlikely, combination of growth, inflation and policy all staying intact...


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Maduro Describes 'Cordial' Trump Call As Senators Reintroduce War Powers Bill

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"American people do not want to be dragged into endless war with Venezuela without public debate or a vote."


USDA Will Withhold SNAP Funds From 21 States That Refused To Provide Data

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...no data, no money... it's that simple!


Dollar General Soars Most In Six Months As Cash-Strapped Consumers Flock To Value

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"This is another "strong beat and raise" from Dollar General, with gross margin outperformance..." 


In Case Of Emergency Break Rules

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...many more rules are going to be broken; either that or comfortable delusions will be...


China’s AI Awakening: A Coiled Market Ready to Rip

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Cheap right tail in China tech - enough said.

Why Tether Is Buying More Gold Than Many Central Banks, And What It Signals

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Stablecoin issuers, sovereign wealth funds, corporations and tech firms are increasingly active in gold markets. This trend marks a structural shift in global demand once dominated by central banks...


US Durable Goods Orders Solid In September

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...orders rose for the 6th straight month.


Meta Shares Jump After Zuckerberg Prepares Deep Cuts To Metaverse Following Epic Flop

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"The proposed metaverse cuts are part of the company's annual budget planning for 2026, which..." 


Stocks Will Fly If New Fed Chair Follows Greenspan

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The parallels with today are pretty obvious...


Sam Altman Quietly Tried To Buy A Rocket Startup To Compete With Musk's SpaceX

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Data centers in space? 


Treasury Boss Bessent Nukes NYT Hypocrisy Over Desperate Trump Health Smears

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Exposes the “paper of record” for ignoring Biden’s epic collapse...


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'No Hire, No Fire' Economy Confirmed As US Jobless Claims & Hiring Plans Plummet

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...initial claims plunged to their second lowest since 1969!


Futures Rise, S&P Set For 8th Gain In 9 Days

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"Retail momentum stocks and crypto are still way below the recent peaks, though both have recovered from the recent lows"


Geopolitical Volatility Battles Oil's Structural Surplus Story

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The result is a managed price war in slow motion...


Morgan Stanley Quietly Offloading Data Center Exposure Via Significant Risk Transfers

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The bank - which has been instrumental in raising much of this debt - is getting rather concerned about the feasibility of raising the hundreds of billions more needed for the AI cycle to succeed.