JPMorgan Desk Says AI Selling Almost Over, Goes Long Basket Of "Most Mispriced And Insulated From AI Disruption" Stocks

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"We are getting closer to end of the ‘AI Obsolescence’ narrative, suggesting a dip-buying opportunity within MegaCap Tech" - JPM Market Intel


It Begins: Mamdani Plans First NYC Property Tax Hike In Decades To Plug $5 Billion Hole

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Which will be passed along to renters who voted for this...


Trump Planning to Use Public Law 63-43: Prepare Now

Sponsored Content By Paradigm Press

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BREAKING: Trump's use of this little-known public law will be a godsend to all patriotic Americans - and could make a lot of people rich on America’s 250th anniversary.

Sponsored Content By Paradigm Press


Apple — Is The Anti-AI Trade Starting To Work?

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Apple skipped the AI spending spree. What if that’s about to pay off?

Democrats Pile On After Rep. Fine Doubles Down On 'Dogs Over Muslims' Remarks

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Democrats defend demented Muslim calls to ban dogs as “unclean”...


Here Are The Companies That Are Most Insulated From The SaaS Meltdown... And Most At Risk

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...a hedge against those that face the 'existential threat'.


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AI Becomes "Kiss Of Death" In The US As China's DeepSeek 2.0 Moment Arrives

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While in the US AI has mutated from the biggest driver of stock markets into fear incarnate, Chinese investors are reading the situation very differently...


Citizen Journalist Nick Shirley Pulls Back Curtain On California Voter Fraud

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... uncovered inaccurate voter rolls, dead people casting votes, lax voter ID requirements and month-long election processes that cast doubt on election integrity.


3 Reasons Why Market Sentiment Has Shifted So Painfully On AI

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This brutal churn is driven by three factors as perceptions of AI move beyond a magical vision of the future to practical implementation where there will be winners and losers, emerging risks and unexpected twists and turns.


When Both Sides Go Quiet

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When both parties fail to address something meaningful, it likely means the truth is far more horrific than we've imagined.


Stay Defensive, Selective: Top Goldman Trader Warns 'Gamma Is Working Against The Market' Here

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...growth expectations are rolling, the gamma setup is working against the market, systematic flows are no longer a tailwind, and the market is reacting very differently to AI signals than it has over the past year...


Watch Latest Trans Horror: Dad In Dress Kills Ex-Wife, Child, Self At School Hockey Game

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"...keep bashing us. but do not wonder why we Go BERSERK..." 


Anthropic–Pentagon Talks Stall Over AI Guardrails

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The tension reflects a larger debate over how far advanced AI should go in military settings...


Is It Too Early To Call End Of Treasury Bear Market?

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The bear market in longer-dated Treasuries is not over yet...


Bayer Soars After $10.5 Billion Settlement On Current And Future Roundup Cancer Lawsuits

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Bayer stock jumped the most in three months after the company announced a $10.5 billion settlement push to settle current and future cancer lawsuits over its Roundup weedkiller.


Unpacking The 'AI Vs Real Economy' Narrative

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...first-order takeaway for markets is that weakness in software (and broader AI-related fears) have overwhelmed the 'real economy" narrative...


Investors Overreacting To Starlink's Threat To Traditional Telcos; Goldman Says

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"In the longer term, space data centers appear an increasingly likely reality..."


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The Market Has A Downside Convexity Problem

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Sell-or-sell is back. Limited dealer cushion, heavier downside convexity.

What Price Will You Pay For What You Need?

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The possibilities opened up by AI could arguably see white collar jobs destroyed at a scale and pace that no political economy is prepared for, let alone a stock market...


SpaceX Enters Secretive Pentagon Contest To Build Voice-Controlled Drone Swarm Tech: Report

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"xAI isn't the only advanced AI company working on the new Pentagon effort. OpenAI..." 


Trump Calls In FEMA To Respond To Sewage Disaster In Potomac River

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"a massive Ecological Disaster unfolding in the Potomac River as a result of the Gross Mismanagement of Local Democrat Leaders..."