H2'26 Starts With Momo Meltdown But Bonds, Bitcoin, & Bullion Bid On Weak Jobs
...big H1 winners are the biggest losers so far in July...
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Polymarket·13m ago
4% chance the U.S. leaves NATO by the end of the year.Zerohedge Debates
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NatGas, Nuclear, Coal Keep Nation's Largest Grid From Buckling Under Heat Dome
Do not let climate-crisis socialists pretend otherwise...
'Something Has Gone Completely Wrong': Palantir's Alex Karp Goes Ballistic On OpenAI, Anthropic
That is effing insane.
Iran Runs Into Big Problem: No Buyers For Its Oil, As Full Tankers Pile Up Off China
"No one other than China, who was already buying it when it was sanctioned, has bought it, so it's still trading at a discount", and now not even China wants it.
Justice Department Sues California Over Glock Ban, Handgun Roster
Gov. Gavin Newsom's office responded with data it said proved gun regulations saved lives...
SAP Slows Hiring, Freezes Travel As AI Push Accelerates
"Internal travel unrelated to AI development will be paused, and the company will look for ways..."
FDA Allows Label Saying Zyn Nicotine Pouches Less Harmful Than Cigarettes
'Today's decision allows these products to be marketed with a modified risk claim,' an official said.
PolymarketSee more at Polymarket
Blue Owl Gates Investors Again After Top BDCs Hit With Massive 38%, 19% Redemption Requests
After a catastrophic Q1 for private credit BDCs, Q2 is proceeding just as many had expected: even worse.
The AI Memory Trade Is Unraveling
The AI Memory Meltdown.
PremiumJudge Blocks USPS Ballot Rule Tied To Trump's Election Integrity Order
The Trump administration said the rule would improve ballot tracking and verification, but the court found it conflicted with a USPS election-mail settlement...
"Nowhere To Hide": Leveraged ETFs Are Just The Tip Of The Iceberg
Record leverage is sweeping through the financial system, exposing various entities to potential losses... Banks' balance sheets are a key vector of risk...
PremiumVance Explains How US Will Use Iran MoU To Replenish Global Oil Supply
...the comments unleash heightened suspicion in Iran that war will restart despite agreement...
Sin(a)tra
Central Banks Need To Get Things Right, Or Talk About "Revolution" May Not Be Hyperbole
'This Has Only Happened Once Before': Goldman's Hedge Fund Honcho Looks Back At H1'26
A rich opportunity set doesn’t mean the ride has been easy...
PremiumFDA Staffers Oppose Proposed Clearance Of Peptides
The amino acids are popular among some fitness influencers.
Minnesota Gov Walz Pardons Convicted Child-Molester, Blocking Deportation
10-year-old girl repeatedly sex-assaulted between 2002 and 2004
What Did He Just Say?
Minister's response to questions on grooming gang sentences exposes shocking priorities...
Europe Capitulates, Sees Iranian Hormuz Fee Collection As 'Inevitable'
Some leading European powers now accept...
America Bets $50 Billion On Coal And Gas Power, More Than China, As Electricity Demand Soars
US companies are set to spend some $50 billion on power generation from coal and natural gas this year, the International Energy Agency has said.
The AI Feedback Loop Is Reversing
The AI trade may have just entered a completely different regime.
Here's the feedback loop almost nobody is talking about.
PremiumSoftware Strikes Back
Leadership within the AI trade may be starting to rotate. After months of semiconductor dominance, software is beginning to outperform, and if the technicals, buybacks and relative momentum continue to improve, the squeeze could have considerably further to run.
AI: When Scarcity Becomes Abundance
The AI narrative is starting to evolve. As momentum fades, positioning becomes increasingly crowded and the scarcity thesis faces fresh questions, several pieces of the AI puzzle are beginning to shift at the same time.
Too Much Big Tech Fear?
The AI options frenzy may finally be cooling. As the options dynamics that kept Nasdaq volatility elevated begin to fade, one of the market's most crowded volatility trades could be setting up for mean reversion.
China's Forgotten Giants
China's market has become a tale of two very different trades. While investors continue chasing AI winners and deep-tech leaders, the country's forgotten internet giants have quietly become one of the market's biggest laggards. If leadership broadens, they may have the most catching up to do.
The Bounce
Tech has endured a brutal washout over the past month, but the tactical setup is starting to shift. Positioning has been reset, valuations have become more attractive and several relative indicators are beginning to turn in tech's favor.
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