...oh no, not Milli Vanilli?

“Congress gave the Kennedy Center its name, and only Congress can change it...”

"We've seen a pretty fast rise in bond yields, which makes it hard for investors to buy ​bonds. The finance ministry may be getting worried too,"

Well, yeah, the stranger story is how the guy got hired by the CIA in the first place...

"Bessent is doing God's work. Imagine if the IRS required a full donor list ..." 

 

Several economic shifts are contributing to the decline...

REAR VIEW: Trump outlined demands for an Iran agreement; Fars News, citing an informed source, called Trump's nuclear claims "baseless"; Trump’s meeting in the Situation Room lasted about two hours, but did not reach a decision on any new deal with Iran; Fed's Bowman said progress on lowering inflation has stalled; Fed's Paulson added inflation pressures are weighing on the economy and firms are having a hard time planning for future; Stellar DELL earnings; Dismal Canadian GDP.

The revised complaint argues that Trump suffered significant damage from the article, which it calls false and defamatory...

Everybody is chasing the same trade. We're more interested in what they're ignoring.

Are there supposed to be more reactor developers than reactors actually getting built? 

Signs of institutional selling have also emerged beneath the surface... 

These charts drew the most attention recently...

Gold - Weak Hands Sold. Strong Hands Bought.

Software just quietly beat semis over the past 10 days. Hardly anyone noticed.

And the rocky path I think gold takes to get to $10,000...eventually.

The tailwind is likely to be more powerful in Europe, because US companies are pivoting to massive AI capex. Nevertheless, following the end of the blackout period, execution is restarting. 

...the announcement reinforces concerns about execution missteps...