Hedge funds are dumping software — net leverage just imploded from 16% to 2%.

"will never allow Taiwan to be separated from China."

This isn’t extreme yet — Bitcoin’s “normal” drawdown math still points to $38k.

Trump said both men were highly capable and suggested that a Vance–Rubio ticket would be difficult to defeat.

..."another violent session" in US equities as 'equity crash risk' re-appears, started in China with metals liquidation...

JOLTS sink beneath expectations, claims jump above forecasts while challenger layoffs accelerate in January; Trump says Iran is negotiating; US and Russia agree to re-establish military-to-military talks; BoE holds rates as expected but with a more dovish vote split; ECB holds rates as expected; GOOGL beats on earnings, CapEx 2026 outlook raises concerns; Anthropic launches Claude Opus 4.6 AI model that it calls 'industry-leading' in finance; QCOM guidance underwhelms; HIMS to sell a copy of NVO's Wegovy pill at $49/month, NVO to take legal action; RIO and Glencore reportedly decide against merger.

"perhaps the best thing Amazon could do would be to announce that it plans only moderate capital expenditure in 2026."

A real property-rights vulnerability embedded in the architecture of modern finance.

"We have five cities that we’re looking at very strongly. But we wanna be invited."

A developer tied to Newsom allegedly looted millions meant for homeless housing, exposing massive fraud, lax oversight, and cozy political donations...

"Nvidia is also slashing production of its current line of gaming chips—the GeForce..." 

 

...watch the f**king video!!

“We’re crowding in, most importantly, US private equity participation..."

...the Fed Put is somewhat deeper out of the money but remains present in the event of a real crisis...

"Crowded positioning coincided with an air pocket in demand, leaving consensus longs without a marginal buyer. A snapback is possible, but MS quants would sell any bounce in Momentum..."

...matters because farmer confidence is cracking.

Just more bad news for Goldman's long-time Novo bull James Quigley... 

...a new report also suggests he fabricated a story about his great-grandfather fleeing the KKK.

The good news is the process to identify the subversive agents inside the various offices of the administration continues to yield results.  The bad news is there’s a lot of them to identify and remove...

... while Bitcoin’s recent price fall seems stark when viewed against its longer history, it reflects a retreat from highly speculative gains over the past two years, suggesting it still has room to mature...