Stocks Slammed Below Key Support As Oil, Yields Soar

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Feels like the wheels are about to fall off the bus at any moment... 


China In Talks With Iran For Safe Passage Through Hormuz, As WH Scrambles To Contain Rising Energy Prices

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Trump meanwhile says he'll help choose Iran's next leader...


JPMorgan's New Hormuz Closure Math: Just 3 Days Until Commodity Chaos

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By day 8 of the conflict, there would be roughly 3.3 mbd of shut‑ins, rising to 3.8 mbd around day 15 and 4.7 mbd by day 18. We are now in day 5... 


Indiana Governor Signs Bill Allowing Crypto In Retirement Plans

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House Bill 1042 also includes provisions to protect the rights of crypto users, barring public agencies from enforcing rules that ban crypto payments, self-custody, or mining.


UBS Discusses Next Maritime Chokepoint Investors Should Watch

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"It's a strategic stalemate. On the other hand, the Chinese cannot stop..." 


Korea K-rashing As EM Volatility Explodes

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Korea K-rashing.

The Passive Aggressive Market: Bogle's Warning Came True

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Since the pandemic, the line between passive investing and aggressive speculation has blurred.


China Guides Down: Beijing Drops Economic Growth Target To Lowest Level In 35 Years

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Here are the real culprits...


Oil Is "Beginning To Flow" From Venezuela, Trump Says

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The Treasury had issued a broad license last month allowing major oil companies to restart operations in Venezuela....


Blacklisted: Anthropic Officially Deemed 'Supply Chain Risk' As Dario Crawls Back To Negotiating Table

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There it is...

 


Europe Breaking Bad As Volatility Explodes

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Europe: The Oil Sucker

White House Crypto Advisor Counters Jamie Dimon's Stablecoin Yield Logic

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Witt wrote on X that Dimon's view misrepresents the issue...


Tampons In Netflix Men's Room Torpedo'd Bid To Takeover Warner Bros: Report

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“Let’s just say the chairman was pretty disturbed...”


Everyone Loves EM — Just As Volatility Explodes

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EM fear is exploding.

"Pissed" Trump Fires Kristi Noem, Replaces With Markwayne Mullin

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She said last week that DHS staffers had installed spyware on her phone and computer...


Oracle Prepares To Axe Thousands Of Jobs In New Layoff Round

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We can certaintly call a top in the number of Oracle employees this decade. 


"Nothing Short Of Astounding": Goldman's Hedge Fund Honcho Reflects On The Week So Far

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“...our world is more dangerous and contested now than it has been in decades.” 


Stocks Tumble On Report US Plans Licenses For Global Chip Exports

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How many more hits can this market take? 


Energy Expert Warns UBS Just How Many Weeks A Hormuz Shutdown Would Send Markets "Out Of Control"

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"I'm not talking about conspiracy theories."


Kharg Island Back In Focus As Seizure Talk Enters Mainstream Media Debate

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"You basically shut them off economically. They cannot support China. They cannot..."