"Super intelligence is clearly not coming from the White House - that's why California continues to lead..."

NDX is knocking on the door. SOX is breaking out. Positioning has been cleaned up. Buybacks are coming back.

"We expect the biggest surprise to come in the first round, with Flávio..." 

REAR VIEW: NFP softer than expected; G7 leaders confirm 100mln barrels release, Macron said diesel and crude stocks to be released over 4 months; Fed's Logan sees at least 50bps of hiking need to return inflation to 2% goal; Toshiba is to double AI data center HDD capacity by FY27; TSLA Q3 deliveries beat.

It's in their nature. They are the scorpion riding the frog across the river in the ancient parable...

In commodity hardware, the cure for high prices is high prices, and sooner or later somebody in Asia builds a factory.

"Save those threats and head games for cowards and fools..."

No Iranian loadings were observed in the Gulf in September.

The economy added just 29,000 jobs in September against expectations of 84,000...

The lawsuit sets up a new legal clash over presidential spending power after a pocket rescission was used to revoke Congress-approved funds.

The president who says he inherited "the greatest inflation in history" now says some of it would help.

El Al earlier announced its landing permits were withdrawn...

...the ETF complex has become the cross-asset pressure valve.

The legal complaints allege violations of Minnesota and federal law.

August was never as strong as it looked and September is not as weak as it looks.

The project stalled earlier this year after the Trump admin froze federal funding, but a federal judge restored the money...

These tidal forces favor gold, given its role as a tail hedge against both a deflationary bust and persistent inflation...