Five Bitcoin Narratives Analysts Are Watching Beyond Price

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Bitcoin in 2026 appears less driven by hype cycles alone. Instead, attention is shifting to a few pipes and pressure points...


Monthly Housing Costs Tumble 5%, Biggest Drop Since October 2024

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A big improvement in housing affordability, but still a long way to go...


Goldman: Go Long The Gold/Silver Ratio

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As gold continues to benefit from central bank buying and investor diversification, silver bulls may be left questioning price levels as the hype surrounding it dies down...


Small-Cap FOMO Is Exploding — Russell Breaks Out, Crowd Wakes Up

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Strongest relative start for small caps over NDX since 1979.

$500 Billion... US-Taiwan Agree Huge Chip Trade Deal

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...lowers tariffs on Taiwanese goods in exchange for increased financing for US operations.


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Rare Space Station Evacuation Sends SpaceX Crew Dragon Streaking Over California

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"The speed was absolutely insane! Shot from Fresno area central Ca..." 


'Expectations Are No Longer Cheap': Top Goldman Trader Warns 'Hedge The Risks That Everyone Knows...But Few Actually Own'

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At these levels (of risk appetite), small pullbacks tend to become more frequent and outsized equity returns are rarer...


Democrats Introduce NOPE Act As Both Parties Claim Politically Motivated Prosecution

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Democrats say the NOPE Act would deter political targeting by feds, while the White House argues the Biden administration weaponized DOJ against Trump and GOP...


US Forces Seize Sixth Tanker In Western Hemisphere As Trump Targets Dark Fleet

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"She has directly exported Iranian oil 10 times, as well as received Iranian oil 5x via STS and Venezuelan 2x." 
 


The Grid Is Warning Pennsylvania

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Pennsylvania’s power crisis is no longer theoretical: PJM’s latest auction shows deep shortages, soaring prices, and a state losing new generation to neighbors with clearer, faster rules...


Trump Takes Fresh Swipe At Zelensky, Says Problem Is Not Putin

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Addresses the peace deal hold-up...


Equity Volatility Is Firming As Correlation Risk Lurks

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...ingredients for a vol squeeze starting to form.


"What Will They Do?! Nuke the US?": Russia Mocks Emasculated Europe As Trump Eyes Greenland

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France, Sweden, Germany & Norway confirm they are deploying military personnel to Greenland.


Everybody Drink!

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This backdrop is sobering for many. Yet few will currently be sober if they’ve been following their ‘drink!’ instructions.


'Banks Have Been Meddling': Crypto Industry Split Over CLARITY Act As Coinbase Says 'No'

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"The current Senate compromise is worse than no bill at all. Sounds like the banks have been meddling..."


Multifamily Delinquencies Rise Again, Hit New Post-Great Recession High

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The phrase “renter friendly” is anything but friendly for owners of multifamily rentals.


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Trump Threatens To Invoke Insurrection Act As Left-Wing Chaos In Minneapolis Spreads

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"Rioters destroyed federal vehicles and stole firearms, ammunition..." 


Airlines Still Avoid Iran, Iraq Airspace Despite Reopening - Trump Assures Tehran No Strikes Imminent

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Heavy security presence on Iranian streets after protests largely cease...


Fiscal QE For Mortgage Bonds Is Recipe For Inflation

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...even though homebuyer affordability will likely improve initially, fueling consumption, the end result could well be the exact opposite due to higher mortgage rates and real estate prices.


Could Rates Rise From Here?

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History check: yields up 3 months after Fed Chair nominations.