It's A Market Of "More Noise & Less Signal" But Goldman Macro Trader Warns 'Rate Of Change Is Accelerating'

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...there is no respite to the sensory overload...


Dems Melting Down Over Voter ID As DHS Shutdown Talks Hit Wall

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Democrats have a list of 10 'non-negotiable' reforms...


Russia Vows 'All Possible Assistance' To Cuba As US 'Strangles' The Population

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Cuba tells airlines jet fuel supplies are suspended for a month...


Not Clear Whether Vaccines Cause Autism, Needs More Research; NIH Director Says

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The agency is funding research that officials say will determine autism causes...


'Higher For Longer': Amid Equity Chaos, Goldman Sees Commodity Boost From 'Hard Asset Rotation'

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...the investor rotation in hard assets can keep several metals prices high for longer, including above what physical fundamentals justify...


Democrat Lawmakers Seek Pentagon Probe Of SpaceX Over Potential China-Linked Investment

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“These [alleged] ties could pose a national security threat, potentially jeopardizing key military, intelligence, and civilian infrastructure,”


Vol Is Calm on the Surface — Tech Stress Isn’t, and Skew Knows It

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SPX is stuck. Skew isn’t.

Lavrov's Rare Rebuke Of Trump: In Reality, Relations No Better Than Under Biden

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"In practice, the opposite is happening..."


The Inevitable Reversal: When Speculative Narratives Don't Hold

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These speculative narratives are classic hallmarks of a mania: the story, not the data, becomes the primary driver of price...


Everybody Hates Software — And That’s the Setup

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Anybody still long software?

Gun Rights Group Slams California Ghost Gun Lawsuit For "Criminalizing Law-Abiding Citizens"

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"Criminals will continue to ignore the law, as they always have..."


Three Charts to Watch: What If MOVE Starts to Move?

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SPX loves falling bond volatility. Watch the latest uptick in MOVE closely.

The Market's 0DTE Underbelly Just Got Exposed

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This past week's selloff exposed how much of the market's recent support was transient...


Trump's Venezuela Tanker Crackdown Goes Global With Indian Ocean Interdiction

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"You will run out of fuel long before you will outrun us." 


Re-Set: Reversing The Debt-Debasement Death-Spiral

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The end-game of debt-debasement is already visible. The only thing that's still up in the air is our response...


Goldman Warns DRAM Shortage Not The Only Bottleneck In AI Data Center Buildouts

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This can't be good. 


NY Times Columnist Says Vance's Mother Should Have Sold Him To Feed Her Addiction

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In an age of rage, it is often difficult to stand out in the mob as so many pander to the perpetually irate...


Kyndryl Collapses On Accounting Review, CFO Exit As Analysts Brand IBM-Spinoff A "Disaster"

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"KD was a disaster, with a miss-and-cut report, several mgmt. changes, and a delayed 10Q filing.


Spot The Useful Idiot

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...uncertainty expressed regarding future inflation outcomes - decreased


"I Will Not Sit Idly As They Use Me As A Prop": Is Bill Clinton Moving Back Into Contempt?

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The question is whether the Clintons are again gaming the system after avoiding a bipartisan vote to hold them in contempt...