Trump Hails "Very Good Call" With Walz As He Sends "Tough But Fair" Tom Homan To Minnesota

teaser image
teaser image

"It was a very good call, and we, actually, seemed to be on a similar wavelength..."

 


Booz Allen Shares Hammered After Treasury Cancels Consulting Contracts

teaser image
teaser image

"Booz Allen failed to implement adequate safeguards..." 


USAR's New CEO Executing On Strategy

teaser image
teaser image

USA Rare Earth’s (USAR) strategy is characterized by its comprehensive “mine-to-magnet” vertical integration, a significant geographic footprint across North America and Europe.


JPY Risks You Must Watch

teaser image
teaser image
"...biggest risk to max bull Q1 consensus = rapid appreciation of super-weak yen" (Hartnett)

Plaza Accord II? After The Coordinated Global Yen Intervention, What Happens Next

teaser image
teaser image

"The problem is at some stage you have to pay the piper and I wonder if this is it, and we’re seeing something unprecedented - the US taking action"


Estimate your earnings

oz

Calculate earnings


Son Of US Govt Crypto Custodian Allegedly Steals $40 Million

teaser image
teaser image

“...siphoned tens of millions of dollars in crypto from wallets linked to the US government.”​


Elon's X Overhaul: Muting Political Posts And Banishing 'Rage Bait'

teaser image
teaser image

But at what cost to open discourse?


Key Events This Week: Fed, Central Banks Galore, Earnings Avalanche

teaser image
teaser image

The key economic data releases this week are the durable goods report on Monday and the producer price index on Friday. The January FOMC meeting is on Wednesday.


BlackRock Credit Fund Hit With 19% Markdown As Loans Go Bad

teaser image
teaser image

"This decline is primarily driven by issuer-specific developments during the quarter..." 


"The Discombobulator": Trump Admits Secret Weapon Used In US Operation To Capture Maduro

teaser image
teaser image

"I’m not allowed to talk about it..."


Carney Cracks: Canada Has 'No Intention' Of Pursuing Free Trade Deal With China After Trump Threatens 100% Tariffs

teaser image
teaser image

"What we have done with China is to rectify some issues that have developed in the last couple of years..."


Europe Wants AI. It Can’t Plug It In.

teaser image
teaser image
While demand for AI and cloud infrastructure is set to surge, high energy costs, grid bottlenecks, and long connection timelines are slowing Europe’s ability to scale.

Minnesota Business Owner Claims ICE Will Start 'Putting People In Ovens'

teaser image
teaser image

Claims ICE is “kidnapping family members and friends to send them to concentration camps...


EU Luxury: Tactical Bottom or Re-Rating Hangover?

teaser image
teaser image
Goldman says buy the dip ahead of LVMH. Morgan Stanley says the re-rating is unwinding. Same charts, very different conclusions.

Nvidia Ramps Up CoreWeave Investment, Another $2 Billion To Accelerate AI Factories Buildout

teaser image
teaser image

"Demand for AI continues to grow exponentially..." 

 


"Gold's Rally Is About Trust": Socgen Sees Gold Over $6,000 As Precious Metals Soar Overnight

teaser image
teaser image

...the options market is “positioning for more than just a short-term price jump, consistent with gold carrying a geopolitical and confidence premium,”


Zerohedge store image

Futures Rebound From Session Low Amid FX Mayhem As Earning Avalanche, Govt Shutdown Loom

teaser image
teaser image

"The bigger signal is policy coordination. If markets interpret coordination as a willingness to tolerate easier global dollar conditions, especially alongside a dovish Fed reaction function, that could reinforce short-term dollar downside."


Core Durable Goods Orders Rise For 8th Straight Month

teaser image
teaser image

...strongest annual growth since June 2022.


Pentagon Releases New Defense Strategy: 4 Things To Know

teaser image
teaser image

The 34-page Pentagon document offers specific steps the military will take to support Trump’s broader security and foreign policy strategy.


Europe's Achilles Heel: Too Much Momentum

teaser image
teaser image
Two years without a >7% drawdown, record foreign inflows, peak HF positioning - Europe's momentum trade looks increasingly stretched.