Trump Toughens Terms Of Iran Deal Framework, As Bessent Pinpoints Tehran's 'Big Mistake'
US tries to ratchet pressure & speed of responses, but Tehran hasn't shown signs of budging...
US tries to ratchet pressure & speed of responses, but Tehran hasn't shown signs of budging...
The post-bubble investor roadmap is long bonds (10-year yield down ~50bps in 6 months after market tops), and long defensives, and equity sectors which dramatically underperformed in last months of the bubble: the classic “long humiliation, short hubris” trade.
Under the guise of fighting money laundering, the EU is making anonymous economic activity progressively harder... The digital euro is on the way...
America’s bees and beekeepers are losing a valuable ally just when they need its help most...
"Discussions in the desk have gone from “make it stop!” in March, to “wow, this is still going up?” in May" - Goldman Sales and Trading.
Early April incident marked first time in decades the US had to acknowledge one of its jets was shot down by enemy fire...
The two candidates are now separated by less than $100,000 in cash on hand...
"We expect total corporate equity supply to register $675 billion including follow-ons and other issuance. However, this issuance scales to just 1.0% of US equity market cap, compared to an average of 1.5% since 1995." - Goldman's Ben Snider
AI isn’t free...
"Palestine Action, a group known for targeting Israeli defense-linked facilities and recently banned in the UK, published an online 'Target Map' containing civilian..."
New low-temperature process enables stacked silicon chips that pack more computing power into less space...
Stone fortress has stood for nearly 1,000 years...
Quantum computing’s ‘Q-Day’ threat isn’t science fiction... it’s the slow collapse of today’s encryption, exposing governments, companies, and data long before anyone notices...
It is both a market of one and a market of many: macro forces are moving everything together, while dispersion beneath the surface is creating plenty of idiosyncratic opportunity.
"Over time, we expect to unify our site-built homebuilding operations into a combined platform enabling us to deliver the dream of homeownership to more Americans."
While markets are already beginning to price the end of the conflict, they are nowhere close to pricing what comes next...
...poverty is now on the minds of more U.S. adults, at least more imminently, than before.
If AI is like what automobiles were to humans, we are in for a great ride. If AI is like what automobiles were to horses, we could be in some trouble, though those left working should be in great shape...
