Iran Offers 60-Day Toll-Free Hormuz Transit As 100s Of Ships Await Reopening
"Early indications suggest this may depend on Iran clearing naval mines over an initial 30-day period."
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The gold trade just changed.
Sponsored Content By Monetary Metals
This is because market pullbacks historically create opportunities to accumulate long-term positions at lower prices. Many investors use periods of weakness to add ounces rather than trying to predict short-term price movements.
Sponsored Content By Monetary Metals
Goldman Derivatives Guru: Amid Dismal Liquidity 4.7x More Shorts Covering Than Long Buys Sets Stage For Summer Market
Crowded 1-delta hedges were unwound (per GS Prime, short covering exceeding long buying at 4.7x to 1 ratio) into a market searching for both conviction and direction.
PremiumThe Bond Market Already Looked Through The Inflation Headlines
None of this means you ignore inflation or abandon discipline. It means you refuse to let one oil-soaked May inflation print stampede you out of a market that just held its 50-DMA and burned off an overbought condition.
Anthropic Races To Defuse Trump's Fable 5 U.S. Export Curbs While Jefferies Sees New Headwind For China AI
"US models are improving at a faster pace likely due to compute advantage, but anti- distillation and US export control are new negatives for China AI."
Anduril CEO Urges U.S. Arms Export Reset To Become World's Gun Store
"There is an 'export control reset that needs to happen,' with other countries..."
Peace Deal Panic: What If The Bulls Were Right All Along?
Reverse stagflation shock.
PremiumRisk assets rally as energy benchmarks soften on US-Iran framework peace agreement - Newsquawk US Market Open
The US and Iran have reached a framework peace agreement; the US will lift its naval blockade, whilst the Iranians will reopen the Strait of Hormuz. The Pakistani PM suggested it would be signed in person on Friday, 19th June; Brent Aug’26 -4.5%.
NSThe $1.8 Trillion Off-Balance Sheet Time Bomb At The Heart Of The AI Supercycle
Hyperscalers are using creative SPVs to hide the commitment of spending ahead of demonstrated monetization, and as a result headline capex figures materially understate the economic commitment to the AI buildout...
PremiumTrump Says Hormuz To Reopen Friday After Signing Of "Great Peace Deal" With Iran
Deal confirmed just 30 minutes before NY Futures open.
Watch: Korean Humanoid Robot Performs Viral K-POP Dance, Learns By Watching Videos
AI Sapiens is developing reinforcement learning-based locomotion with DYNAMIXEL-Q actuators to reduce the sim-to-real gap...
Pump Pain Relief? Gas Above $4 May End Soon As U.S.-Iran Peace Deal Sends Oil Lower
"The next several weeks will be key - one major slip up could impact greatly prices moving forward. And with so many speedbumps in this situation..."
Tech: 99th Percentile Longs Meet 99th Percentile Volatility
Hedge funds have started selling from historically stretched tech positioning just as retail investors stampede into the sector and option markets flash growing concern.
PremiumExposed: UK Govt Has A 'Thought Police' Unit To Control Mass Migration Narrativ
Former MI6 operatives caught briefing police to brand concerned citizens as “unsympathetic thugs”...
EU Auto Giants Call For 'Made In Europe' Incentives Amid Rising Chinese Competition
The companies are advocating for a straightforward local content requirement under which vehicles sold as European would need to source the majority of their components from within the EU and closely associated European countries...
Starmer To Ban Under-16s From 10 Social Media Apps, Including X, But Not Bluesky
...in addition, he will introduce daily curfews for 16 and 17 year-olds, going further than Australia’s restrictions
'Manufactured Story': Hegseth Goes Off In CBS Interview On Crisis Of US Arms Stockpiles
"You testified under oath that it would take years to rebuild those stockpiles."
Risk assets rally as Brent slips to $83 on US-Iran framework peace agreement - Newsquawk EU Market Open
The US and Iran have reached a framework peace agreement; the US will lift its naval blockade, whilst the Iranians will reopen the Strait of Hormuz. The Pakistani PM suggested it would be signed in person on Friday, 19th June; Brent Aug’26 -4.3%.
NSMajor U-Turn: Swedish Parliament Abolishes Permanent Residence Visas For Migrants
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Why Does America Have A 'Diversity Visa'?
And how to stop the lottery before it comes up "terrorist" again...
SpaceX IPO Lifts Off As Data Center Race Moves From Ashburn To Abilene To Space
"Currently, orbital capacity is ~3x more expensive per MW than terrestrial..."
This Is What A Broken Market Looks Like
Markets are going nowhere fast, but the journey has rarely been this violent. Semiconductors, Korea, leveraged ETFs and tech volatility are all flashing the same message: beneath the surface, market structure is becoming increasingly unstable. Volatility is no longer just a symptom of the market. It is becoming the story, and right now, it is screaming for attention.
The AI Boom Is Becoming A Volatility Story
The recent selloff was about more than weaker tech. Negative gamma, rising skew, poor liquidity and growing uncertainty around the ultimate scale of the AI buildout are creating a market where relatively small shocks can quickly snowball, while elevated volatility is already starting to matter for systematic investors.
The AI Proxy Nobody Realized They Owned
EEM has gone from AI darling to volatility nightmare in a matter of days. Volatility has exploded, the market is pricing nearly 3% daily moves, and investors are rediscovering that EEM has quietly become an Asian AI trade. The question now is whether panic has gone too far.
The Fragile Market
A volatility shock is rippling far beyond semiconductors. Leveraged ETF rebalancing, exploding tech fear, cracking confidence in gold, and surging emerging-market volatility are increasingly driving price action, raising concerns that markets have become a giant short-gamma ecosystem where relatively small flows can produce outsized moves.
The ETF Casino Is Running The AI Trade
The AI boom has triggered one of the sharpest upward revisions cycles in recent memory, helping fuel one of the most crowded trades in the market. Yet as leveraged ETF volumes explode and volatility takes control, semiconductor stocks are telling a far more complicated story.
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