“I got completely swept up in the frenzy. Now, I’m honestly scared. I’ve engraved two rules in my mind now. First: don’t invest in the Korean stock market. Second: follow the first rule.”

“President Trump promised to make America safe again, and he has done just that...”

...official demand for gold has now risen to a new record of USD 45 bn in the second quarter.

Global VC funding for nuclear fission and fusion startups has already topped $4.5 billion across 81 companies in 2026, on pace to beat 2025's $6.2 billion record...

It's the earnings, stupid!

CXMT is building new plants in Shanghai and Hefei and was in ​discussions with authorities elsewhere about another facility, which when fully operational, could double its capacity to more than 600,000 wafers per month

Notably, Polymarket US’s volume rose 54%...

The easy bounce is over. SPX is approaching resistance. Semis aren't leading. Downside protection has been crushed. And one options market isn't buying the rally.

The S&P 500 has not declined in the 12 months following any midterm election since 1950

...was 'Situational Awareness' alone?

“Level 3: Go, Leave Now, Leave Immediately!”

A final order in the case could offer a template for other large behind-the-meter loads, requiring rapid curtailment during grid emergencies while limiting participation in demand response programs.

87-octane gas remains above the politically sensitive $4-a-gallon threshold nationwide.

“Stepping back, macro should also matter more from here... historically that’s not an environment where equity volatility stays structurally compressed.”

...the other aspect of the Hormuz Groundhog Day is that later in the week strikes typically resume, oil prices rally, equities sell, and bond yields rise

The VIX says everything is fine. The yen says otherwise. One of them is probably wrong.

...Russian disruptions causing a global diesel squeeze.

"...beneath the survey we see some warning signs about the future growth trajectory."