Latest: The Iran Deal
The week ahead will be dominated by the US labor market, with the JOLTS report tomorrow, the ADP employment survey on Wednesday, and building up to Friday’s July employment report.
Michael 'Seller'...
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" ... attack targeted civilian infrastructure. Emergency and special services are working at the drone wreckage sites."
...the "much larger than normal" intervention to strengthen the yen comes as the dollar’s net long position is stretched...
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"These activities could increase or decrease the market price of the Common Stock or the Notes, the effect of which may be material."
“I have never seen this level of demand in this product...”
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“Geopolitical news is helping out with oil prices going down and easing pressure on yields. There is, however, a real lingering issue on bond yields, on leverage, on Fed policy: until there’s clarity on these fronts, it’s hard to say that the stock market is all clear.”
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"Why" is perhaps not yet clear to us: We suspect that most people will focus on the potential to establish an even bigger oncology powerhouse...
"AI is a strategic asset for the Army. It is a force multiplier, supports future transformation and requirements, keeps the Army ahead of our adversaries, and generates resiliency across the force."
...perseverance (not perfection) has always been the more valuable edge...
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“What this update reflects is [that] we now weed out speculative projects, and it gives us proactive insight into what is real,” Jeanne Jones, Exelon CFO, said.
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"The widespread adoption of drones and other unmanned systems is changing warfare, in his view, but it has not eliminated the requirement for conventional military capabilities. Instead, it has exposed..."
The advisory level was raised to 'Level 3', or 'reconsider travel', for US citizens planning to travel...
Latest footage proves leftist Spanish government talking point is complete lies...
Oil majors remain cautious despite Washington's push to revive one of the world's largest crude reserves...
"Saudi Crown Prince Mohammed bin Salman spoke to President Trump on Saturday and expressed..."
Passive investing is yesterday's story. The real action is happening in leveraged ETFs, AI funds and increasingly exotic products, where mechanical flows are becoming just as important as fundamentals in driving short-term market moves.
Markets often stage powerful rebounds after extreme liquidation. The more difficult question is whether those bounces mark the start of a new uptrend or merely the first step in a longer repair process. Korea's latest price action suggests the latter remains a distinct possibility.
Japan's latest effort to support the yen took an unexpected turn as the US reportedly joined coordinated FX intervention for the first time since 1998. The move raises the risk of sharper FX volatility and renewed stress in one of the market's most important carry trades.
Markets don't care how right you are. They only care how long you stay in the game. Leopold Aschenbrenner's blow-up is a timely reminder that great investing isn't just about finding an edge—it's about managing risk well enough to survive until you're proven right.
Pretty sure Leopold's mother wishes her 24-year-old son had spent a little more time looks-maxxing ahead of this weekend's wedding instead of leverage-maxxing a $20bn AI hedge fund. Unfortunately for Leopold, the latter ended with a 67% drawdown, a margin call, King Ken buying most of the portfolio—and what may go down in market history as "The Leopold Low."
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