Bayer Shares Surge After Supreme Court To Hear Roundup Appeal; Is The Decade-Long Bear Market Over?

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"The Supreme Court will likely hear arguments in the case this spring..." 


Upside Rates Panic — Japan’s 10Y Is Unhinged

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Perfection prevails as gold and the Japanese 10 year move in lockstep.

Futures, Global Markets Sink, Gold Soars On Trump Tariff Threat

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"Markets are sensitive to the dynamic developments regarding new tariffs as a basis for negotiating security issues. Rising uncertainty, as seen last year, will weigh on all markets."


These Are The Market's Hottest Trades: From AI Dispersion To Tech Tails

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As investors are caught between fear of missing out on a further stock market rally and the building geopolitical risks, they can take a cue from the derivatives strategists at the biggest Wall Street banks. 


Meta-verse became Meta-wide

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A "diversified" credit portfolio might just be one big AI bet.

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Chaos By Design

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ICE isn’t creating chaos; politicians and activists are... by turning routine detentions into viral outrage, provoking mobs, escalating encounters, and manufacturing danger for political gain.


Homebuilder Rally Looks Fragile As Policy Headwinds Grow

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...the sector’s recent rally is starting to look less like a rates trade and more like a policy-vibe trade...


Femcels & Fentanyl

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College degrees, dating markets, fentanyl deaths, tech oligarchs, drawdowns, and capital-light dominance — twelve charts that made us go hmmmm....this weekend

Market Risk Returns As Tariff Shock Jolts Stocks; Goldman Maps Three Retaliation Paths Against Trump Over Greenland

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"The renewed trade conflict also feeds broader geopolitical concerns, including NATO cohesion..." 


Kurds Withdraw From Syria's Largest Oil Field As Jolani Forces Move In

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American troops which occupied the area are curiously absent...


Microsoft "Best Positioned" To Benefit From AI Product Cycles, Goldman Says

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"Microsoft expects AI margins to improve over time and sees margin expansion potential in core cloud: Management frames Azure..." 


Pornographic 'Groomer' Books On Prominent Display In Kids' Reading Room At London Museum

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Parents slam explicit nudity and transgender propaganda aimed at toddlers in prestigious V&A venue...


AI Ate the SaaS Moat

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40–50x FCF multiples collapsed to the teens as AI shattered the assumption that output scales by adding humans.

Germany Forces Lexus To Deactivate Remote Start With Over-The-Air Update

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"Avoidable exhaust pollution." 


PCR: The EU Elite Have Banned European Democracy

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The people’s will is no longer tolerated in Western Europe...


Tariff Talk Is Loud. Europe’s Turnaround Is Louder.

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Greenland headlines sound scary, but the math is small. Europe quietly climbs out of years of underperformance.

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Brits Hold Mass Protest Against Chinese 'Super-Embassy' In London

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"We have a Government right now that seems to be scared of China..."


Trump's Planned Mediation Between Egypt & Ethiopia Might Worsen Regional Tensions

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Egypt might be emboldened to more aggressively contain Ethiopia after Trump tacitly took its side on the faux dispute over the Nile River in his letter to Sisi...


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US President Trump imposed a 10% tariff on eight European countries, effective February 1st, over Greenland. The tariff will be increased to 25% on June 1st, unless a deal is reached for the purchase of Greenland.

China Tech Boom Leaves Economic Malaise Behind

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The new DeepSeek model “has the potential to disrupt the sector again, underscoring China’s position as the main rival to US AI supremacy,”