US Intel Aided Mexican Special Forces In "El Mencho" Kill As Spillover Risks Rise

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"This is undoubtedly the most important blow that has been dealt to drug trafficking in Mexico since drug trafficking existed in Mexico." 


Goldman: Investors Brace For Crash As Desk Activity Is Indicative Of VIX At 35

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"Investors continue to take down risk in what feels like preparation for the index to finally reflect what single stocks have been saying for a while (i.e. “something’s got to give”)." - Goldman's Brian Garrett


Putin Vows To Bolster Russia's Nuclear Triad As "Absolute Priority"

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...which guarantees Russia's security.


Greenland Prime Minister Rejects Hospital Ship Offered By Trump

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“It’s going to be a no thank you from here...”


Key Events This Week: PPI, Iran Talks, Nvidia Earnings, Fed Speakers Galore And State Of The Union

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Another very busy week ahead...


Newsom Says He's Like Blacks Because He 'Can't Read' And Got Low SAT Score

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You're doing great, Gavin...


Semis: The Most Crowded Trade On The Street

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The average SOX boom lasts 41 months. We’re at 40.

Enablers

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This dynamic is not just frustrating. It is unfair to retail investors...


Core US Factory Orders Better Than Expected In December

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...this is the best annual gain in factory orders since 2021.


Zeal For Global Stocks Versus US Is Already Cooling

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Enthusiasm for the rest of the world versus the US equity trade is showing signs of faltering, while global interest in US stocks is picking up...


EU To Freeze Trade Deal With US After Supreme Court Overturns Trump Tariffs

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EU said “we have no other option” but to delay the approval process to seek clarity on the situation. 


"Worst-Case Scenario": Novo Nordisk Plunges After Next-Gen Obesity Drug Falls Short Of Lilly Rival

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"This outcome is the worst-case scenario for Novo and heightens the need for M&A with Novo’s other GLP-1/Amylin drug."


AI Agent OpenClaw Confirms Ban On Bitcoin/Crypto Discussions In Discord

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OpenClaw creator Peter Steinberger confirmed that users can be removed for mentioning Bitcoin and crypto on Discord...


'Tariff Angst Somewhat Overhyped' Says Goldman Delta-One Desk-Head

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It may be that secular disinflation and productivity gains are creeping into the the curve...


Futures Slide As Renewed Tariff Turmoil Shakes Global Markets

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"Markets quickly realized that the ruling might not change much in the near term and will rather increase uncertainties. Donald Trump is not known to avoid a fight or give up easily."


Backlash Over Disney's 'Captain Durag' Subsides Once Creator Revealed As Black

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Initial outrage labeled the character “tone-deaf” and “disrespectful,” but the narrative shifted fast...


Heavy De-Risking In A Stuck Market — Is The Pain Trade Higher?

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For a week where “nothing happened,” global equities just saw the largest net selling since Liberation Day (not a typo). (GS)

Obama's 'Gift' Sticks Taxpayers With $200M+ Bill As Chicago Hides True Costs Of Presidential Library

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Who asked for this again?


Everyone Is Hedged. That’s The Problem.

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The squeeze starts when hedges stop working. Crowded VIX calls are gasoline.

Travel Chaos Erupts In US East As Blizzard Slams Major Cities

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"These are blizzard conditions. New York City has not faced a storm of this scale in the last decade."