Latest: Iran Deal & Oil Markets
Asia represents the hardware backbone of the space economy buildout, spanning satellite buses and payloads, rocket engines, RF/GNSS chips, phased-array antennas, earth observation instruments, and in-orbit servicing.
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All three Mamdani-endorsed candidates - a progressive and two democratic socialists - won their primaries against more established Democrats...
"A large part of the motivation behind this is no doubt the success of TSMC ADR which is very liquid, trades at a persistent premium to the Taiwan line and is accessed readily by globally investors."
The Strait of Hormuz may be reopening, but don't tell tanker owners the crisis is over. They're making too much money.
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"We have been cautious of Rheinmetall's ability to ramp Naval sales up to Eur5bn by 2030..."
A study found jobs with a ‘high risk of AI substitution', such as economists and graphic designers, declined by 4 percent...
NS
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...exposing Starmer’s warmongering & consistently wrong policies on immigration, crime, energy & economy...
Burnham brings a dose of optimism to the UK crypto industry, having previously supported the blockchain industry as mayor of Manchester...
Except well, Iran has repeatedly said it has not agreed to this...
Foreigners have proven problematic in European swimming pools in a number of high-profile cases...
Yet another nation formerly in Russia's orbit primed to be pulled into Western alignment...
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What we're seeing now is how parliaments die...
Alexandr Dugin’s critique of the modern West taps into real frustrations, but his cure is a geopolitical poison: the collapse of America itself...
"This is the arms [race] that is coming, robotic arms..."
Would someone intending to commit suicide really take these things with them?
"The reality is that the Strait of Hormuz represents a genuine threat..."
Cracks in the AI mania. Tech volatility is exploding, Korea's leverage-fueled AI boom is wobbling and key indices are testing important support levels. Nothing is broken yet, but leverage is enormous, positioning remains crowded and even small moves could trigger outsized reactions in the world's biggest trade.
Nobody owns gold. ETF holdings are at a new low for the year, futures open interest sits near a 17-year low and net long positioning remains subdued, just as gold looks increasingly compressed. If the dollar's latest rally fades, a trade that almost nobody owns could suddenly get very crowded.
Remember when the Magnificent Seven were the only stocks that mattered? Today, hedge funds are cutting exposure, valuations sit near decade lows, and several former market leaders are deep in correction territory. From Microsoft's bear market to Amazon's cheapest valuation ever, here is a closer look at the recent carnage.
SOX's monthly RSI is now trading at dot-com bubble highs, yet the squeeze refuses to die. Semis have become the market, tech volatility is exploding, and volatility's closest thing to truth is flashing both extreme strength and growing fragility.
The MOVE Index has collapsed back to cycle lows even as yields have pushed higher, inflation fears have faded and the dollar has surged. Historically, markets tend to pay attention when bond volatility moves this aggressively. This time, several assets appear to be telling a different story. The divergences are becoming difficult to ignore.
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