"He'll Be Lucky To Have A Bookmobile": The Future Of Joe Biden's Presidential Library In Doubt As Donations Fail To Come In

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Joe Biden wanted a monument. What he’s getting is a mausoleum nobody wants to build...


The Latest on Positioning

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CTAs - Relatively benign flow projections over the next week, but the one month down scenario is "juicy".

AGGRESSIVE NEW FLU VARIANT IS SPREADING ACROSS THE US

Sponsored Content By The Wellness Company

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As we move deeper into the winter months, doctors are sounding the alarm about a more aggressive flu season already spreading across the globe.

Sponsored Content By The Wellness Company


Trump Sees Choking Off Venezuela's Oil Revenue As Quickest Path To Regime Change, But...

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... with Maduro backed into a corner, things could still escalate


The EU's New Policy Towards Russia's Seized Assets Isn't About Helping Ukraine

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The real purpose might be to prevent the US from reaching a deal with Russia per point 14 of its leaked 28-point peace framework...


WTI Holds 'Venezuela Blockade' Gains After Small Crude Draw, Record US Production

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"Ultimately, the trend is lower for oil, with it likely to persist unless there's a pick-up in global industrial activity, a bigger supply shock, or - most likely - intervention from OPEC to support prices,"


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White House Prepping New Sanctions If Russia Rejects Latest Ukraine Ceasefire Offer

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Trump claims "we're closer now than we have been."


Trump Weighs Limiting Defense Contractors' Shareholder Payouts, CEO Compensation

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Been raking it in especially over last years of war in Ukraine...


Path To Equity Melt Up Cleared By Option Expirations, Benign CPI

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The December VIX option expiration this morning and the larger monthly expiration Friday is hitting just as the S&P 500 is at a pivotal level...


General Mills Earnings Top Expectations But CEO Warns Of 'K-Shaped' Bifurcation

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"More specifically, with lower- and middle-income consumers continuing..." 


Oracle Claims Michigan Data-Center 'On Schedule' Despite Blue Owl's Absence

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...if private credit is saying 'no mas', then no way the AI cycle will be completed...


Data Centers In Space Are Coming: Here's How To Profit

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With AI driving up demand for compute, Earth-based data centers appear to be encountering certain structural bottlenecks...


Squeeze In Physical Silver Is Tightening While Gold's Eases

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This betrays a shortage of physical silver more acute than for gold, which is likely behind its recent significant outperformance...


EU Will Be AIsimilated

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The Trump administration really wants the rest of the (Western?) world to embrace American-made artificial intelligence and technology.


Futures Rise For First Time In 4 Days As Oil Rebounds From 4 Year Low

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"I would expect more volatility because investors are differentiating more and they are not just playing one sector"


Risk Sentiment And Real Rates In A Kevin Warsh Fed

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Markets would treat a Kevin Warsh nomination as Fed chair as a tilt toward a more hawkish, rule-oriented regime, especially relative to the current Jerome Powell framework or the Kevin Hassett alternative


Japan’s 10Y Is Running the Show And Markets Should Be Nervous

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Gold gets it — tracking Japan’s 10Y tick for tick.

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Capital-Hungry OpenAI Discussing $10 Billion Investment From Amazon

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"That could theoretically include an initial public offering."


Euroclear: The Line Europe Can't Cross Without Breaking Global Trust

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The entire global financial system rests on trust: on the absolute stability of its core pillars, institutions like Euroclear...


"Buy Nicotine, Energy Drink, Candy Stocks": Goldman Tells Clients Get Ready For Party In USA 

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We're so back. 


US, Mexico Reach Agreement To Fix Tijuana River Sewage Crisis: EPA

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EPA Administrator Lee Zeldin said the agreement sets the ‘framework for tremendous steps to be made.’