Goldman Calls The Bottom For The Historic Software Rout: Here's Why

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"This feels like a culmination of outright purchasers trying to find a bottom and potentially participants covering shorts." - Goldman ETF desk


"Dystopic As F**k": This Website Lets AI Bots Rent Humans

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"Robots need your body..."


Ukraine Claims Putin Is Transferring Occupied Farmland Into State Hands

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Luhansk Oblast is considered particularly good farmland despite industrialization and wars littering its soil in the past decades...


Under Armour Lifts Outlook As Kevin Plank Says "Transformation Accelerating"

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Remember, Canadian Warren Buffett was panic-buying the stock last month...


Pam Bondi's DOJ Is Sabotaging The Trump Coalition

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Who is the Bondi DOJ working for?


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"Room For Relief": JPMorgan Traders See 'Rebound Possible' After Historic De-Grossing

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...moves felt different yesterday


Futures Rebound To Session High As Software, Gold And Bitcoin All Jump

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“What we’re seeing in the marketplace is fear, because nobody understands really who the winners and losers will be
 


Indirect US-Iran Talks To Avoid War End In Agreement For 2nd Round, Cautious Optimism

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State media: indicators of an 'understanding'...


HIMS Shares Sink After FDA Vows "Swift Action" Against Copycat GLP-1 Drugs

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HIMS is certainly FAFO-ing around in GLP-1 space. 

 


Top Goldman Trader Highlights 'A China Trade That Makes Sense'

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Amidst market volatility in the US, uncorrelated global trades can help diversify portfolios in addition to generating alpha...


Gold Cleans Out The Excess Without Killing The Trend

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The latest gold puke triggered historic long liquidation, with gold futures open interest collapsing at a pace unseen in two years.

Stellantis Shares Crash On 22 Billion Euro Charge Tied To Miscalculating EV Demand

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"The reset we have announced today is part of the decisive process..." 


House Launches Investigation Into 'Discriminatory' South Korean Regulators After Trump Hits Seoul With 25% Tariff

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The KFTC has subjected U.S. firms to “punitive obligations, excessive fines, and discriminatory enforcement practices."


Déjà Vu Is Getting Dangerous - NASDAQ Replays The 2025 Breakdown

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Rotation masked the damage: like 2000, tech weakened, defensives picked up the slack - until gravity won. (DB)

Spain's Far-Left Government Threatens To "Limit And Likely Ban" X

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Spain joins the UK and EU in cracking down on the last bastion of free expression...


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European bourses were initially lower, but now mixed whilst US equity futures are firmer; AMZN -7.7% pre-market.

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US Beef Cow Cycle Low Set To Deepen, Keeping Steak Prices High

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"A handful of Great Plains states have lost a full 20% of their beef cow." 


Stress in Software Begins to Surface in Credit

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Widening spreads and sponsor exposure suggest software's troubles are no longer confined to stocks.

Trump Extends African Free-Trade Agreement Easing Tariff Fears Amid Tensions

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The deal between the US and 32 African nations has been renewed until the end of the year, despite strained relations with South Africa and Nigeria...


Checking In On The War Defense Trade — And The Squeeze Is Gone

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Europe’s defense trade has round-tripped the early-year squeeze.