LME Copper Hits Another Record; Goldman Trader Pinpoints Driver Behind Move

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"The move here in Copper +1.9% {LMCADS03 Comdty} is all about the Asian ..." 


Japan’s Yield Surge Is No Local Story - Remember What Happened to the NDX Last Time?

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Japanese rates are ripping and few “care” — but this macro shift can spill over fast. Does this finally wake the VIX?

Fed Regime-Change: Groupthink May Be Ending

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We welcome dissent at the Fed. We welcome change. Groupthink, as managed by one person, the Chair, has led to significant policy errors...


Vol Panic Dead, Protection Puked - Now VIX Seasonality Sets the Trap

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The latest VIX retracement is one of the largest on a 5y lookback - time to get busy

Europe Accuses Putin Of Faking Peace Talks With Trump Envoys

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Charged with "wasting the world's time"...


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DOJ Charges Afghan National Over Online Threats To Build Bomb, Kill Americans

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...another one!?


Gold Has 'Room For Upside': Goldman Maintains $4900 Px Target On Continued Massive Central-Bank Buying

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In 2025, we're witnessing both Central Banks + Western investors competing for the same bullion; we see these two sources of demand continuing + driving our 2026 forecast of $4,900


James Boasberg Snubs Senate Hearing On 'Rogue Judges'

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“Judge Boasberg was an accomplice in the egregious Arctic Frost scandal where he equipped the Biden DOJ to spy on Republican senators...”


WTI Holds Gains As Cushing 'Tank Bottoms' Loom; US Crude Production At Record High

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...but pump-prices hover at their lowest since May 2021


Polar Vortex Threat Sends US NatGas Futs To Highest Level Since 2022

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"The Polar Vortex looks like it's about to dump the motherload of cold..." 


1 In 4 Unemployed Americans Has A Degree - The Future Of White Collar Jobs

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The unemployment rate for Americans with a bachelor’s degree or higher rose to 2.8 percent in September, up from 2.3 percent a year earlier.


MSFT Stock Rebounds After Microsoft Refutes Information Report: "Did Not Lower AI Software Sales Quotas"

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CNBC quotes a Microsoft spokesman who denies the Information report, saying the company "did not lower sales quota."


ICE "Strike Teams" Deployed To Minneapolis After Bombshell Somali Welfare-Fraud Report Linked To Overseas Terror

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"How it started   ...   How it's going." 


Trump Confirms Biden's Autopen Documents, Orders, & Pardons Are Void

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Trump terminated any document signed by the former president’s staff with autopen, and notified anyone who received pardons or commutations they were not legal.


'Sustained Resilience': US Services Surveys Mixed In November

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... the survey indicates that the economy is so far expanding at a 2.5% annualized GDP growth rate in the fourth quarter.


Rising Commodities Suggest There Is Still An Inflation Problem

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Commodities have broken out of their three-year range, signaling there are still global inflation pressures not fully priced in by Treasury yields...


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Maduro Could Be Exiled To Qatar As Trump Warns Land Strikes On Venezuela Coming "Very Soon"

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Report says comfortable life of luxury on the table to induce socialist leader's exit...


US Industrial Production Sees Biggest Annual Gain In 3 Years Despite Slowing Capacity Utilization

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...but industrial production saw its biggest annual gain since Nov 2022.


The Bull Case (Is That Nothing Matters Anymore)

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It’s not elegant, it’s not moral, but it’s historically reliable...


Futures Rise As Bitcoin Extends Rally For 2nd Day, Copper Hits Record

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"Right now, the data argues for additional Fed funds rate cuts. US labor demand is weak, consumer spending is showing early signs of cracking, and upside risks to inflation are fading"