Latest: Hormuz Fertilizer Crisis
The initial stockpile fill would be driven chiefly by availability, reflecting the reality that some of the roughly 60 minerals under consideration are produced only in limited geographies and, in some cases, remain heavily influenced by China...
Staggering numbers for a handful of companies many of which are now cash flow negative.
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Just when you thought it was safe to totally ignore what's going on in Iran, we get some action again (though dip-buyers were active)...
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"On May 3, two more C17 transport planes carrying advance supplies for Trump's China visit... "
The Chinese regime set its economic goal at 4.5 to 5 percent for 2026, its lowest in nearly 30 years, excluding the pandemic...
Critics point out that inmates convicted in some of the state’s most infamous cases — including David Berkowitz and Mark David Chapman, who murdered John Lennon — could potentially become eligible for release.
We live in a world where the elites view the common man as a problem to be solved...
"lucky to have friends who were able to warn him on time"...
Strong men should take life into their own hands, submit to no authority, and decide for themselves what they should do
As Tokyo & Canberra deepen defense & energy cooperation...
Well, well, well...
Japanese Finance Ministry official on Monday cited a rule saying that three days of intervention count as a single operation. Even if Japan is on a public holiday, intervention can still be counted if global markets are open, the Finance Ministry person said.
Astronomers may have already tested for alien communication indirectly, using data never meant for that purpose.
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The US Treasury ramped up its estimate for federal borrowing for the current quarter by $122 billion (excl cash balance changes) to $189 billion, primarily due to lower net cash flows...
NS
...long known for its hawkish beltway influence...
...predicted immediate pump relief once normal shipping resumes in the Gulf, even as oil markets remain volatile amid Iran tensions.
For a man who fancies himself the future of the Democratic Party, Gavin Newsom had a rough Friday night...
NS
The rally has been driven by forced buying, systematic flows, and a steady removal of shorts, while rising rates and outright euphoria are starting to creep in. Equities are not reacting yet, but with bond volatility picking up and key rate levels breaking, that disconnect rarely lasts.
The 10 year is clearing key levels and bond volatility is picking up, while equities are not reacting for now, but that disconnect rarely lasts. If rates keep moving, equities will not stay immune, especially with the gap versus SPX already huge.
SX5E is stuck in a range with no direction, failing to participate as pressure builds beneath the surface and vol stays elevated. Price is going nowhere while vol isn’t, that’s not stability, that’s tension—and something eventually gives.
BTC is leaning hard into $80k, the level that keeps rejecting every push higher, but positioning isn’t stretched, vols have reset, and nobody is fully in. If BTC starts catching up to the AI-driven move in equities, this isn’t just a breakout, it’s a squeeze waiting to happen.
KOSPI isn’t just rallying, it’s running away, up nearly 40% since March lows with momentum building and positioning not yet exhausted. This is stretched and feels late-cycle, but manias don’t end because something is expensive, they end when positioning is exhausted—and we’re not there yet.
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