Blue Owl Under Fire For Decision To Start Private Credit Firesale

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"Be first, be smarter, or cheat..."


Tehran Denies Mining Hormuz, But Says War Isn't Ending Soon

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Trump: stopping Iran "from having Nuclear weapons" and "destroying" the Middle East & "the World".


Judge Halts Construction Of ICE Detention Center In Maryland

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There is no evidence that authorities completed an environmental impact statement or environmental assessment, the judge says.


Musk Whips Out 'Macrohard' In Disruptive Tesla-xAI Bid To Shaft Software Companies

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Learn to serve pie à la mode...


US Knows Location Of Most Iranian Sleeper Cells Inside America, Trump Says

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‘We’ve got our eye on all of them,’ Trump said.


"Where From Here": JPMorgan Trading Desk Scenario Analysis

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"If we get to Sunday when futures open without a resolution, we think risk assets will see a more aggressive sell-off. "


Apparent Vehicle-Ramming Attack And Active Shooter Situation Unfolds At Michigan Synagogue

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"According to local reports, a vehicle crashed into the Jewish synagogue before shots were fired." 


Social Security Payment Adjustment Predicted To Be 2.8 Percent In 2027, Group Says

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‘That would be the exact same as last year’s COLA of 2.8 percent,’ a seniors group said.


Solid 30Y Auction Stops Through Despite Drop In Foreign Demand

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Overall, this was a solid if not stellar 30Y auction, which considering the mauling the long-end has been subjected to - note the 10Y is now trading at 4.24%, up sharply from 3.97% two weeks ago - it was a very respectable result.


Bitcoin Has A Golden Opportunity With AI Agents, It's Time To Build

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Bitcoin finally has a real payments advantage in the world of agentic payments. We all have to pitch in to capitalize on it...


Why Constant Talk Of TACO Is Likely Wrong, With Both Sides Escalating

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The only way out of this crisis is through. Through Hormuz. Through Iranian resistance. Through violence. Anything that happens in the financial, not the physical, space is ultimately irrelevant vs. that dynamic.   


Foreign Hacker Cracked Into FBI's Epstein Files In 2023, Was 'Disgusted' At Child Sexual Abuse

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Maybe they can let us know who the offenders are?


Déjà Vu: The Setup That Triggered Last Year’s Selloff Is Back

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SPX near the 200-day, CTAs selling, correlations rising. Déjà vu?

Oil Keeps Trading The Chokepoint, Not The Stockpile

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Meantime, physical stress is spreading...


Deutsche Bank Dumps After Flagging $30 Billion Exposure To Private Credit

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...identifying private credit as a "key risk"...


When Oil Trades Like A Meme Stock, Something Isn’t Right

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The world’s biggest commodity is trading with a “VIX” at 125. Go figure.

In From The Cold Already: Putin Envoy Met With US Team On Energy Markets Crisis

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Russia vital in ensuring global economic stability, stresses Dmitriev...


Trump Set To Suspend Jones Act To Help Tame Oil Prices

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Going down the list...


It Takes A War To Bring Down An Economy This Strong

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The Iran war is the biggest risk to a US economy otherwise showing broad-based strength and a liquidity backdrop very supportive of asset prices...


Private Credit's Margin Call Moment Arrives As Morgan Stanley, Cliffwater Gate Investors

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"...we think a "run on the bank" is inevitable and would recommend all investors to get out of levered private credit while they still can..."