Latest: Hormuz Fertilizer Crisis
California is abandoning constitutional neutrality and the values of Western civilization by elevating Islam’s holidays above all others in a reckless surrender to political appeasement...
2027 home invasion: "Leave the jewelry. Where are the Blackwells?"
A federal jury has convicted the physician of conspiracy and distribution charges after running a cash-only clinic that supplied dangerous drug cocktails.
" ... deliver a bridge capability as soon as possible to relieve pressure on the aging VC-25A fleet."
Federal investigators target woke educators who hid gender changes and ideology from families as Illinois Democrats cry foul...
Intel assessments... have not changed since last summer.
The underlying lawsuit was filed in 2020 by Minnesota Attorney General Keith Ellison against Exxon Mobil...
The rock is the rising threat of US military intervention in Mexico; the hard place is Sheinbaum’s own party’s narco-politicians...
Musk co-founded OpenAI in late 2015 as a nonprofit and contributed roughly $38 million in its early years...
Annual electricity consumption will grow about 9% by 2035, reflecting “more conservative assumptions around future adoption of electric vehicles and heat pumps,” the grid operator said.
NS
"Pressures at every stage of the 18-month supply chain are expected to keep ..."
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Progressives defended these manifestly unconstitutional and unlawful actions...
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"Do you agree that the Province of Alberta should cease to be part of Canada?"
NS
Data center sales climbed 57% to $5.8 billion....
Is a laissez-faire safety culture endemic to virology?
Since the beginning of the war, Semis (SOX) are up 36% while the average stock (equal-weighted S&P 500) is down around 1%...
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The rally has been driven by forced buying, systematic flows, and a steady removal of shorts, while rising rates and outright euphoria are starting to creep in. Equities are not reacting yet, but with bond volatility picking up and key rate levels breaking, that disconnect rarely lasts.
The 10 year is clearing key levels and bond volatility is picking up, while equities are not reacting for now, but that disconnect rarely lasts. If rates keep moving, equities will not stay immune, especially with the gap versus SPX already huge.
SX5E is stuck in a range with no direction, failing to participate as pressure builds beneath the surface and vol stays elevated. Price is going nowhere while vol isn’t, that’s not stability, that’s tension—and something eventually gives.
BTC is leaning hard into $80k, the level that keeps rejecting every push higher, but positioning isn’t stretched, vols have reset, and nobody is fully in. If BTC starts catching up to the AI-driven move in equities, this isn’t just a breakout, it’s a squeeze waiting to happen.
KOSPI isn’t just rallying, it’s running away, up nearly 40% since March lows with momentum building and positioning not yet exhausted. This is stretched and feels late-cycle, but manias don’t end because something is expensive, they end when positioning is exhausted—and we’re not there yet.
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