Feds Flagged Daszak As 'An Extremely High Person Of Interest' - Then The FBI Told Them To Stand Down
Well, of course they did!
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Trump Eyes Pickaxe Mountain Nuclear Site Heavy Strikes: "Iran Hasn't Seen Anything Yet, We've Been Nice"
Will be hitting Pickaxe mountain in Iran "pretty soon very heavily & there is nothing they can do about it."
The Battle For The Future Of AI: Open-Source Models 101
Deutsche Bank breaks down this latest technology format war for generalists...
PremiumAppeals Court Upholds Ruling Allowing Release Of Biden Audio Tapes
... the case “involves an unusually strong public interest in the release of law enforcement materials,”
The Bond Market Is Far Too Complacent
The bond market looks remarkably calm. It probably shouldn't.
PremiumConvicted Illegal Migrant Murderer Sues Trump Over "Emotional Distress"
Brandon Ortiz-Vite wants $75 million, U.S. citizenship and a public apology from Trump...
Meanwhile, In Dearborn, Michigan...
Home Depot in Dearborn, Michigan now displays Arabic aisle signs...
PolymarketSee more at Polymarket
Oil Bears Just Got Steamrolled
Oil was one of the most crowded short trades of the year just a few weeks ago. Today, it's one of the market's biggest squeezes.
PremiumThese Chips Are Scorching Hot: Utz Soars 90% On Take-Private Deal
The other kind of chips...
Kimi, Crude, & Carney: Rabobank Sums Up The Geopolitical Chaos
Trump is no stranger to trading playbooks with leaders from more centrally planned economies...
Trump Reaches For A 1930 Tariff Law To Hit Canada With 50% Duties - But Not On These Items
The 30-day delay hands Canadian exporters, and their lawyers, a month to work with.
Momentum Is Brewing In Bitcoin
Often when the hubbub of an asset goes quiet it becomes interesting... Bitcoin fits that bill...
PremiumGoldman Warns Brent Could Top $120 If Gulf Chokepoint Crisis Deepens
"This scenario assumes Gulf output only fully recovers by Dec27, supported by pipeline extensions."
Why Retail Traders Consistently Underperform Over Time
Retail traders have now underperformed the S&P 500 for 15 consecutive years...
ASP Isotopes Targets America’s Uranium Conversion Chokepoint
ASPI is looking to expand their current enrichment opportunity to additional fuel chain stages...
Black Sea Risk Drives Grains But Energy Security Broadens Bid
Agricultural prices are likely to retain a bullish tilt as Black Sea disruptions collide with US weather risks, stronger export demand and a tighter link between crops and energy markets...
Premium
Kidnapping Is Not A 'Violent Felony': Appeals Court Voids Two More Whitmer Plot Convictions
Because kidnapping was the underlying felony in each, those convictions were vacated too...
Most Adults Can Safely Drink Up To 5 Cups Of Coffee A Day: American Heart Association
Higher amounts of caffeine may cause problems such as high blood pressure, the organization said.
Europe Is The Surprising Winner Of The Summer
Morgan Stanley: "We think MSCI Europe's NTM P/E multiple has more room to run to cycle highs"
PremiumBorder Patrol Records 14 Straight Months Of Zero Releases At Southern Border
The number of people apprehended in all of June 2026 was lower than those ‘apprehended in 4 days’ in June 2024, the Border Patrol said...
The Gold Squeeze Nobody Sees Coming
Everyone seems worried about what could send gold lower. Few appear positioned for what happens if it breaks higher, as tightening technicals, resilient physical demand and subdued positioning create the ingredients for a potentially violent squeeze.
Calm Before The Storm? The VIX Isn't Telling The Whole Story
The VIX still looks remarkably calm, but beneath the surface the picture is very different. Exploding single-stock volatility, deteriorating dealer gamma and rising demand for downside protection suggest investors shouldn't let the VIX fool them.
The AI Trade Is Rotating To China
One month ago, Asia's AI trade meant buying Korea and avoiding China. Today, capital is rotating into China's large-cap technology names as improving AI competitiveness, still-light positioning and deeply discounted valuations are forcing investors to rethink the next phase of the AI trade.
"Your Gross Is Your Net"
The first half of 2026 was close to paradise for hedge funds. Then came July, exposing how quickly record alpha, record positioning and "market neutral" portfolios can unravel when everyone owns the same momentum winners.
The Whole Market Is One Trade
Miss Market is wearing a semiconductor costume. AI remains the defining investment theme of this decade, but when one sector dominates positioning, trading, volatility and even half of next year's expected S&P 500 earnings growth, every investor should understand just how concentrated the market has become.
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