Another East Coast Storm Brewing After Widespread Power Outages

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A ‘blast of arctic air’ is expected from the Plains states across the eastern half of the United States this weekend, the National Weather Service says.


Man Shot By Border Patrol In Arizona Was Convicted Human Trafficker Who Allegedly Shot First

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Oh?

 


The (Very Old) Empires Strike Back

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Tariff trash talk made them do it.

With Big-Tech Earnings Looming, Here's Goldman's Top 5 'Uncorrelated' Trades

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...obesity, space exploration, tax-refund beneficiaries, strategic national interests, and cyclical laggards.


Range-Bound Stocks, Restless Vol

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Bond volatility melts down, gold volatility screams — can both be right?

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Virginia Judge Halts Democratic Plans To Redistrict State Before Midterm Elections

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The attempt to redistrict the commonwealth, mid-decade, could have shifted enough congressional seats in Virginia to give Democrats a 10-1 advantage over the GOP...


Citadel: Everyone Is Short The Inflation Tail Risk

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...beware of complacency!


Goldman Warns Of "Tough Markdown" In Crude Should No Conflict Materialize

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Going forward, expect less of a tailwind from CTAs...


FOMC Preview: "Boring" And "Uneventful" Dovish Hold

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An upgrade to growth, less downside risk to employment, and a dovish hold.


Iran Executes Suspected Israeli Spy In High-Stakes Act Of Defiance

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Tehran has made clear it is not executing any protesters amid Trump threats...


Asian AI Bullies Bitcoin And Leaves NVDA Behind

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Asian AI Eats BTC.

Fearing US Reprisals, Mexico Halts Oil Shipment To Cuba

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Trump insisted that "zero" oil would be sent to the island...


EM On Fire: Upside Panic Takes Over

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Crashing dollar sets off EM spot up, volatility up panic.

WTI Holds Gains After Winter Storm Sparks Biggest Total Inventory Draw Since October

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Total crude and fuel stockpiles fell last week for the first time since early December led by a surprise crude draw (bigger than the small one reported by API)...


Brazil Bonanza

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EWZ up ~15% in six sessions, and volatility is exploding with it.

Amazon Cuts 16,000 Jobs As Tech Layoffs Accelerate In 2026

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"...working to strengthen our organization by reducing layers, increasing ownership, and removing bureaucracy.."


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USD Pops, Yen Drops As TsySec Bessent Says "Absolutely Not Intervening"

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"...the US always has a strong dollar policy."


Trump Unveils Mercantilism 101

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If the Dollar can be weakened without losing its status as the reserve currency, the Trump administration may consider that a welcome development.


"Not A Pullback": Trump Dismisses Bovino Departure As Border Czar Homan Meets With Gov. Walz, Mayor Frey

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“You know, Bovino’s very good, but he’s a pretty out there kind of a guy, and in some cases, that’s good; maybe it wasn’t good here.


"America Is Back!!": President Trump Celebrates S&P Topping 7,000 As 'Gamma Wall' Looms

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...but 'Gamma Wall' may stall progress.