...gamma goes positive and sentiment rebounds to end an ugly month
"It's past time DHSgov stops playing pretend and finally raises the terrorism threat level in this country. We have more than 10,000 Islamist terrorist.."
Reports that two tankers may have suffered near-simultaneous blasts off Turkish coast...
Executives warn U.S. shale will stagnate or decline if WTI stays in the $50–$60 range...
...a dozen charts that stick out to Goldman's hedge fund honcho
“Literally everything the left did, every line they crossed and rule they broke, all came back to slap them in the face.”
Massive graft probe reaches heart of presidential office...
Both truths can coexist: The US may be on the cusp of a remarkable economic transformation, and the anxiety surrounding it may be entirely justified...
Christian artists rage over ‘spiritless’ machine music...
The warning underscores the hurdles facing any deal in coming weeks...
As Bloomberg puts it, the latest Fed Beige Book underlined a ‘deepening K-shaped split’. The very wealthy are still spending; everyone else is struggling. That split is now evident all over. AI firms are booming; most aren’t.
“many of the suspects… are in this country illegally...”
Stocks are likely to underperform while momentum is weak, reducing the possibility of a strong rally into year end...
“The principle of merit used to get into Harvard is abandoned once there.”
The factor shakeout, the reset in Mag 7 positioning, the breadth improvement, the cooling in vol panic, the systematic de-risking already absorbed, and the early signs of real AI-driven productivity...
Inspection-and-repair process to take months -- will this be curtains for the MD-11?
Witkoff will travel to Moscow next week to discuss the potential deal with Putin...
Miners have the support of strong fundamentals and an increasingly favorable macro-economic backdrop...







































