Intercepted Iranian Missile Injures 5 Americans At Kuwaiti Air Base; Tehran Identifies Two Key MOU Sticking Points
"About five people, including both contractors and active duty personnel..."
PolymarketSee more at Polymarket
unusual_whales·1h ago
JPMorgan's Jamie DImon has said Coinbase, $COIN, CEO Brian Armstrong is "full of sh*t," per FOX.Zerohedge Debates
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"Capacitors Are The New Memory": Why Goldman Thinks Soaring Capacitor Demand Will Spark Huge Gains In These Stocks
"The current MLCC cycle, driven by AI, will be the largest and longest in history. We are still in the early stages of the cycle."
Premium'The Yards Will Likely Be Harder' From Here: Goldman's Pasquariello Sees Two Core Challenges Facing Bulls
...as we edge closer to summer liquidity conditions, I’d give some thought to what a serious momentum reversal would mean for your portfolio...
PremiumTrump Blasts "Barack Hussein Obama Judge" After Kennedy Center Renovation Blocked
Says judge's wife is "a Radical Left Democrat" who "worked as a Federal Prosecutor and Counselor to Obama Attorney General, Eric Holder..."
X Cracks Down On Large "Creator" Accounts Built On Stolen Content
"Another large account (1.8M followers) just got demonetized..."
Missiles Rain Down On Northern Israel In Large Hezbollah 'Revenge' Operation
Dramatic scenes of bystanders scrambling as missiles strike near beach...
Kenyan Court Rejects Plan For US Ebola Quarantine Center Amid Growing Outbreak
"We will not sit back and watch Kenya be treated as a containment colony for a lethal pathogen that we did not generate."
PolymarketSee more at Polymarket
What If Everyone Is Wrong And SpaceX Is Actually A Great Short?
The contrarian guide to the galaxy: 12 reasons to short SpaceX into the IPO pop.
Premium'All Greed, No Fear': Goldman Partner Sees "Rare Period' Where Equity Markets Are Driving The Macro
As global attention has further narrowed in on capturing that AI-CapEx wave, three key market technicals standout (and they come up in different guises in almost every client conversation)...
PremiumWhy The SAVE Act Matters
American self-governance rests on one indispensable foundation: that elections reflect the will of eligible citizens, counted accurately, administered transparently...
US Military Hasn't Identified A Single Confirmed Mine In Strait Of Hormuz, Officials Tell NBC
On Friday morning, Trump boasted about US military detonating "numerous" mines...
What To Own Before A Bond Market Crisis
A Treasury market crisis would likely not look like a normal recession or stock-market decline...
Goldman Warns Energy Markets Face Demand Destruction Phase
"We continue to expect that most of the demand destruction required to clear..."
PremiumMoscow Signs Military Partnership With Taliban In Full Circle Since CIA's Operation Cyclone
Shoigu calls on West to unfreeze $9 billion & assume burden of post-occupation reconstruction of Afghanistan...
Iran Poised To Finalize Hormuz Strait Management Plan, Brushing Aside Trump's Threats
The legislation is on track to become law under Iran's Guardian Council...
Crypto And AI Could Be Dirty Words On 2026 Midterm Campaign Trail
Voter attitudes toward the AI and crypto industries aren’t favorable in the US, and a spotlight on how much they’re spending could further alienate them ahead of the 2026 midterms.
"Brief Exchange": Top U.S., Cuban Military Leaders Meet At Edge Of Guantanamo Base
Commander Gen. Francis L. Donovan met with Army Corps General, Gen. Roberto Legrá Sotolongo, First Deputy Minister of the Chief of the General Staff...
Leftist German Party Leader Forced To Correct Lies About AfD Leader, Pay Her Legal Fees
When "blatant falsehoods are being spread, one cannot let them stand unchallenged," says Weidel's spokesman...
Everyone Is Long. What Could Possibly Go Wrong?
Leverage is at highs, retail is euphoric, fear is gone and everyone owns the same trades. When will the only thing missing be somebody left to buy?
PremiumUK's Ofcom Investigates Airing Of Trump Interview Calling Climate Change A "Hoax"
Ofcom is investigating GB News for failing to challenge Trump’s characterization of climate change as a 'hoax'...
What If Everyone Is Wrong And SpaceX Is Actually A Great Short?
SpaceX may be one of the coolest companies ever built. It may also become one of the greatest shorts of the decade. We are not bearish on the company, but on the stock post IPO. Cisco, Amazon, and Tesla changed the world, yet all suffered brutal drawdowns after periods of valuation euphoria.
Everyone Is Long. What Could Possibly Go Wrong?
Most crowded market since... yesterday
The latest positioning data reads less like a market report and more like a warning label. Hedge funds are max long, retail traders are back, momentum exposure is extreme and volatility is asleep.
Another Rates Breakout Just Died
The rates market keeps teasing a breakout only to reverse, but the bigger message remains unchanged: watch oil. Rates increasingly trade as a derivative of crude, while MOVE and OVX continue tracking each other almost tick for tick.
Who's Going To Change Grandma's Diaper?
A century ago, most people worked on farms. Today those jobs barely exist. The next labour revolution may already be underway. As populations age, labour shortages intensify and robot costs collapse, humanoids are moving from science fiction toward economic necessity.
The Market Is Now Panicking Not To Panic
The market has entered full complacency mode. Investors keep chasing upside AI exposure, skew has collapsed to extreme lows, and downside protection is now trading at a steep discount. Spot up, vol up, put protection ignored. Pure melt-up psychology.
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