Oil Up, Stocks Up, VIX Up, Yields Up As Iran Peace-Deal Hopes Plunge
...stocks look past oil gains, bonds don't... and silver soared...
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Polymarket·10m ago
JUST IN: Trump announces he's "seriously considering" making Venezuela the 51st state.NewsWire·10m ago
54% chance Starmer is out of office this month.Zerohedge Debates
Latest: Post-Hormuz: Bullish or Bearish
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Trump Reportedly Mulls Renewed Military Action As Ceasefire With Iran "On Life Support"
...meeting with his national security team Monday to discuss the way forward in the Iran war, including possibly resuming military action
The Options Market Has Flipped; Top Goldman Trader Warns Gamma/Skew Extremes Mean Increasing Fragility
... downside hedges are materially cheaper than the broader macro narrative currently implies...
PremiumOil gains as Trump weighs next options, while Semis lead Tech higher - Newsquawk US Market Wrap
REAR VIEW: Trump rejected Iran's response, calling it "totally unacceptable"; Trump meeting his national security team to discuss the way forward in the Iran war, including possibly resuming military action; UK PM Starmer under intense pressure; Iran has deployed deep-roaming submarines in the Strait of Hormuz; Weak 3yr auction.
NS
Silver Leaving Even SOX Behind
Silver is now starting to outperform even SOX. Convexity in silver was massively mispriced, and now price, momentum, and volatility are all exploding at the same time.
TMEChief Justice Roberts Has No Spine
He’s a judicial pimp who pragmatically defends the Establishment’s bottom line...
Fire Erupts At HF Sinclair Refinery In Tulsa
Another refinery fire...
PolymarketSee more at Polymarket
Polymarket·10m ago
JUST IN: Trump announces he's "seriously considering" making Venezuela the 51st state.Hegseth: Senator Mark Kelly Revealed Classified Information On US Munitions Stockpiles
“‘Captain’ Mark Kelly strikes again. Now he’s blabbing on TV (falsely & dumbly) about a CLASSIFIED Pentagon briefing he received. Did he violate his oath…again?”
Goldman Delays Fed Rate-Cut Timing, But Warns Risks Are Asymmetrically Negative From Here
Upside PCE inflation surprises, better labor market data, and growing hawkishness within the FOMC have led Goldman to delay their forecast for two more 25bp normalization cuts to December 2026 and March 2027...
PremiumWhy Bernie Sanders Is Wrong About Gas Prices
Gasoline prices can diverge sharply from crude oil prices due to refining and logistical constraints...
Trump Wants To Slash Child Care Costs By Getting Government Out Of The Way
Put money in parents’ hands and let them decide.
American Bankers Attempt Last Ditch Effort To Kill Crypto Market Structure Bill Regarding Stablecoins
“...the banking cartel in full panic mode...”
Target Hospitality Jumps As Data Center Boom Fuels Demand For Worker Camps
" ... entering the next phase of our growth with strong momentum and increasing confidence in our long‑term strategy."
Self-Fulfilling Surge In Stocks Is Nearing Breaking Point
“Crash-up phase is obviously now, crash-down later... as positioning and leverage accumulation rebuilds and ultimately risks collapsing under the weight of its own delta,”
PremiumZelensky Touts That 20 Countries Seek Ukraine Drone Deals
Says four significant deals already inked...
Tyson Sinks, Walmart Falls After Trump Moves To Temporarily Lower Beef Import Tariffs
Ranchers won't be happy about this...
Judge Who Oversaw Utah Gerrymander Resigns For Affair With Plaintiff's Attorney
Big Love...
ASP Isotopes Subsidiary Signs MOU With European Nuclear Technology Company For Fuel Supply
The memorandum includes preliminary estimates for HALEU supply volumes, with potential deliveries beginning in 2028 and increasing through 2036 in line with the European company’s reactor development schedule.
Parabolic Semiconductor Rally Is Pricing In 2028 Already
The parabolic semiconductor rally crossed a line this week...
Moderna Extends Rally After Two More Cruise Ship Passengers Test Positive For Hantavirus
Polymarket odds of a hantavirus pandemic this year are about 8%.
Silver Leaving Even SOX Behind
Nobody owns enough silver. What started as a quiet breakout is now turning into a much more aggressive squeeze, with price, momentum, and volatility all accelerating at the same time while positioning still remains surprisingly subdued. Convexity was badly mispriced. The market is starting to realize it.
Nobody Owns Enough China Tech
China tech is quietly starting to stir again just as earnings, AI momentum, and the upcoming Trump–Xi meeting line up as potential catalysts. Nobody really believes in this trade yet, but that is exactly what could make the squeeze violent if China tech finally starts catching up.
The Beautiful Game
BofA’s latest “Beautiful Game” report runs 50 pages deep into the macro, tech and consumption machine that is the 2026 World Cup. Think 6 billion viewers, $2.3 trillion industry revenues, 0.4% GDP impact and data volumes measured in exabytes. From airlines to AI to betting flows, this is no longer sport, it’s an economic event. Below we pull out the 10 best charts that actually matter.
Software Squeeze Potential: Positioning Still -4 Sigma
SaaSapocalypse - but now for the shorts
Software is breaking trendlines and shrugging off a brutal Cloudflare warning. Positioning is still near record bearish, short covering has just started, and net exposure sits at a stunning -4 sigma. This squeeze isn’t done.
If You See A Bubble, Ride It
Here are a collection of the best bubble charts we have seen over the past few days. They will not make you smarter. They do not say anything about timing. But they serve as a good reminder that we are clearly in "bubble territory". Good luck riding it and timing your exit. "There is no training, classroom or otherwise, that can prepare for trading the last third of a move." (Paul Tudor Jones)
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