After Record Shorting, Hedge Funds Bought The Most Tech Stocks Since 2021

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"Info Tech saw the largest $ net buying since Dec ’21, though still net sold YTD, driven by long buys + short covers (2.8 to 1)."


Hartnett: AI Hyperscaler Announcing A Capex Cut Will Trigger The Next Great Rotation

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"The most obvious catalyst to reverse the “AI-awe to AI-poor” rotation is an AI hyperscaler announcing a capex cut" - Michael Hartnett


Moscow Repels Another Large-Scale Ukrainian Drone Attack, Flights Briefly Grounded

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Over a dozen drones target Russian capital...


The AI Transition: Even Dinosaurs Weren't Stupid Enough To Create Their Own Extinction Event

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The argument has been that AI, like many other technological advances, would be a big net benefit to humankind (and not a self-made extinction event). That argument has now cracked. 


Pentagon Gaming Out "Sustained, Weeks-Long Military Campaign" Against Iran Which Could Open Pandora's Box

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"Weeks" could of course easily turn into years... just ask Iraq.


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As Demand Grows, US Nuclear Energy Industry Faces Looming Crunch In Reactor Fuel Supply

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“If America wants to lead in advanced reactors, we have to do the nuclear fuel here. Make no mistake about that...”


Border Patrol Fired Army Lasers At Party Balloons, Forcing El Paso Air Traffic Shutdown

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FAA blindsided by seemingly illegal laser-weapon deployment...


"This Alliance Has To Look Different Because The World Looks Different": Rubio Expands On Historic Speech In Munich

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"People don’t fight and die for abstract ideas. They are willing to fight and defend who they are and what matters and is important to them..."


Russia Seized A Dozen Ukrainian Villages In February: 'Expanding Security Zone'

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Added over 200 square km under their control...


No Arrests In Nancy Guthrie Case After Major Operation Near Her Home

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...the FBI doubled its reward for a tip leading to an arrest in the case to $100,000.


"Billion Dollar Movie In One Prompt": AI Disruption Crosshairs Hone In On Hollywood Studios

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"We believe this is just the tip of the iceberg, which is shocking considering Seedance has only been available for a few days..."


What Do Monica Lewinsky, Maggie Thatcher, Elvis, Cher, Bill Cosby, & The Pope Have In Common?

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...Jeffrey Epstein


The Weak Dollar Narrative

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The risk lies in the assumption that a weak dollar stays in place indefinitely...


This Earnings Trend Is A Bulls' Best Friend

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"When revisions are as good as we have seen over the past 5W, forward SPX performance tends to be stellar, +17% on a 12mo basis."

Munich Security Conference A 'Circus' - Iran Says After Exiled Shah's Son Invited

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Legitimate Tehran officials were barred from the event...


Fetterman Reveals His Parents Are Trump Supporters, Refuses To Call MAGA Voters 'Nazis'

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 “I know, and I love a lot of people that vote for Trump”


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Germany's "Two-Speed Europe" Proposal Is The EU's Adaptation To Great Power Geopolitics

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Poland’s role is pivotal since it could either make or break these plans.


From "Don't Be Evil" To Drone King: Eric Schmidt Warns Ukraine's "No Man's Land" Is Future Of War

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"Ukraine is ready for the next stage of warfare, with swarms of drones operated..." 


A Month After Mass Amnesty For Illegals, Spain Urges Brussels To Take Migrants Off Its Hands

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PM Sánchez has increased the pull factor with his mass amnesty announcement, but now his government is requesting that Brussels relocate migrants to other member states...


Systematic Tsunami: BofA says there could be $130bn of selling this week

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Conflicting views from the Wall Street prime brokerage desks over the weekend.