“We deeply regret that this has occurred,”

...arguing that the company is rapidly emerging as a cornerstone of a Western rare earth supply chain at a time when geopolitical urgency around reducing dependence on China is intensifying.

"...maintaining, and potentially increasing, hedges makes sense..."

"And I'd love somebody to buy Spirit. It's 14,000 jobs. And maybe..." 

The extended ceasefire also points towards a true TACO, which we’ve long made clear would be a geopolitical earthquake on par with the 1956 Suez Crisis...

"Futures prices are meant to do the job of giving signals to sort out supply and demand. We are doing the opposite," she said in a panel.

The company’s gaming platform has been accused of exposing children to sexual predators and violent content...

The Democratic Party has relied on the SPLC for decades to fabricate imaginary threats and demonize conservatives...

The Nasdaq 100’s valuation is higher than it was before the war than started, the only major market to achieve this other than Singapore...

Missed tech? Bitcoin might be next…

"Iran’s oil system is not built to pause. It’s built to flow... Interrupt that flow. And the problem isn’t just lost revenues... it's physical, and is irreversible..."

"Iran would need to begin reducing production after roughly 16 days of a total export blackout, with curtailments then ramping up toward full export-volume shut-ins, or around 1.9 mbd, closer to day 30." - JPM

"And with the rise of AI agents, we determined the community would benefit ..." 

“Investors are either standing on the sidelines or have accepted the emotional influence on the market, knowing that negotiations to end the conflict are ongoing"

...the broader direction of the space is changing in a way that is hard to ignore.

"Discussions are at a preliminary stage and any transaction ..." 

 

This was clearly a very partisan confirmation hearing for Kevin Warsh and near the end of the 2.5 hour session one of the more empathetic senators asked him why he would want this job.

AI hype and a handful of stocks are driving the upgrades, while the consumer weakens and growth slows. This isn’t a boom, it’s a narrow narrative rally.