The return on equity for US stocks faces a litany of risks from record IPOs, huge capex and elevated inflation...

The latest Western nation to tangle with Beijing over sweeping claims to the South China Sea...

...mortgage rates aren't helping...

The Justice Department and the CFTC allege that Google software engineer Michele Spagnuolo profited $1.2 million on Polymarket after accessing non-public information at work...

...if we get higher yields again it needs to have an element of dislocation about it to feed a notably higher MOVE index and, with it, weaker risk assets.

...wait, what?

According to Goldman, "this is an early-cycle opportunity to position ahead of a multi-year capital rotation into the robotics ecosystem." Here's what you need to know.

 Oh sure, NOW you tell us  

...so Americans are digging into their savings to keep up with inflation?

"The Ferrari Luce has nothing to do with electric cars you have seen from other players." 

“The market is caught between two very different worlds. One where we get a deal, and you have a follow-through of a very powerful cyclical recovery, and another where the conflict process deepens the stagflation impact on the economy.”

Rush asked for, and received, “a significant quantity of foreign currency and tens of millions of dollars in gold bars for work-related expenses.” FBI agents searched Rush’s home and found 303 gold bars...

The United Kingdom introduced new sanctions targeting Russian financial networks using crypto and offshore channels to evade post-Ukraine invasion restrictions...

Unusual Machines soaring 33%, Red Cat up 13%, AeroVironment up 8%... 

“Many borrowers understandably backed away from refinancing last week...”

What is unfolding across parts of Europe should serve as a warning to every Western democracy wrestling with questions of immigration, national identity, social cohesion, and the limits of political tolerance.