Top five US stocks : NVDA (16.7%) , MSFT (13.15%) , AAPL( 13.12%) , GOOG (10.6%), AMZN (8.07%), now represent 61.6% of US GDP.

"this is not QE yet in (soon to be) current form, unless they do push out purchases further into Coupon / buy Duration—which would then create the perception of actual QE Impact"

The Bill Gates moment changes everything…

Buffett’s legacy empire has underperformed the S&P 500 by 30% since his retirement. The question now: can value investing survive a market obsessed with AI?

As the October-through-March winter “heating season” unfolds, a spate of forecasts indicates that the cost of electricity will double, if not triple, the projected 2–3 percent overall 2026 inflation rate and, regardless of fuel source, make it more expensive to stay warm this winter.

...the labor market data are unlikely to send a convincingly reassuring message by the December meeting

Big news.

Goodwill gestures are meant to make the recipient trust whoever does them with the expectation that they’ll then be reciprocated for improving their relations...

"Given solid 3Q trends, we think eBay's 4Q guidance appears to be set too low to reflect consumer... "

The risk of stress in the funding markets remains elevated even after the Fed announced an end to QT in December...

Revised death toll after rescuers spent days combing through rubble...

“In addition to all this overwhelming error, the trial was conducted by a judge who refused to recuse himself despite having made political contributions to... electoral opponents and... having disqualifying family conflicts,”

Good luck with that. 

Premiums for state enrollees are rising 17%, while premiums for others are spiking 30%, according to a new analysis of recently released data.

Kim rebuffs Trump opening to meet, instead emphasizing relations with Russia...

AI’s exponentially rising power demand is emblematic of the increasingly hawkish outlook for inflation...

Putin had touted two nuclear weapons tests within less than a week...

Sen. Ted Cruz (R-Texas) questions Markham Erickson during a hearing on Capitol Hill on Oct. 29.

In a carbon copy of its previous statement, the ECB said it was not pre-committing to a particular policy path; said  inflation remained close to its target; and said future decision would be based on risks to inflation outlook.

Despite the numbers, the auto sector is showing cracks.