The Anti-AI Hedge: Apple Doesn’t Blink When NVDA Does

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Part of the Apple bull case was on full display last week, while Semis and AI names saw sharp 2%+ sell-offs, AAPL barely flinched, ending each dip roughly flat within 50 bps.

'Jagged Little Bull': Top Goldman Trader Sees Primary Trend 'Still Higher', Technical Setup Better

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...when the market offers cheap short-dated gamma... you’re supposed to grab some, whatever tail you need to protect...

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JM Bullion

FBI Seeks To Unmask Anonymous Web Archiving Service Owner

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Launched in 2012, Archive.today functions similarly to the Internet Archive's Wayback Machine...


Electric Bill Crisis Blame-Game Begins: Democrats Slam Data Centers, GOP Faults "Climate-Cult Ideology"

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"As American families face soaring electricity..." 


Trump Asks Supreme Court To Take Up E. Jean Carroll's Defamation Case

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“The American People stand with President Trump as they demand an immediate end to all of the Witch Hunts, including the Democrat-funded travesty of the Carroll Hoaxes,


EU Eyes Huawei Ban Over Half-Decade After Trump Flagged 'Security Danger'

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'Legal requirement': new policy would much belatedly have teeth behind it...


Russia Claims It Thwarted British & Ukrainian Plot To Steal Hypersonic Missile-Equipped Jet

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The stolen aircraft was then to fly to a NATO base in the Romanian city of Constanta...


Futures Slide As AI Jitters Return After SoftBank Liquidates Nvidia Stake

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"The valuations don’t look crazy but they do if there’s nervousness on the growth story"


Dollar Dumps As ADP Report Shows Big Job Losses In October, Small Biz Optimism Hits 6 Month Lows

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"...the labor market struggled to produce jobs consistently during the second half of the month."


SoftBank Dumps Entire Nvidia Stake To Double-Down On 'Core AI Enablers'

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"I can't say if we're in an AI bubble or not."


U.S. Aluminum Prices Surge To Record Highs As Tariffs Squeeze Supply

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“However, the destocking likely cannot continue indefinitely, and the recent rise in the Midwest premium suggests that some buying is returning." 


Why Tether Is Acting More Like A Central Bank Than A Stablecoin

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Once a simple stablecoin issuer, Tether now mirrors central bank mechanics with reserves, profits and policy-like decisions...


Bond Vol Explodes - Will SPX Notice?

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SPX does not like rising bond volatility...

European Banks Break Out: Powerful Squeeze, But Margins Whisper Caution

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European banks beating AI (AIQ) by miles YTD, over the past 2 years, as well as over the past 3 years.

Infighting Boils Over After Handful Of Democrats Vote To Reopen Government

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Radical Democrats hoped to use food stamp riots and flight cancellations as leverage, but they walked away with nothing...


Has China Become The New Risk-Free Rate?

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A natural tendency would be to think China’s stability has become a new safe haven considering the year-to-date deterioration of the US institutions and creditworthiness... that does not stand...


Senate Passes Bill To End Shutdown - Now On To The House

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And then we get to do this again in January! 


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China is reportedly devising a plan to keep the US military from getting its rare earth magnets and is considering a ‘validated end-user’ system to fast-track certain export licenses, according to WSJ.

Revisiting Our Old Love With Obesity

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Novo wrecked as waistlines widen: every contrarian knows heartbreak makes the best entry point.

Home Improvement Downturn Flashes Red For Housing Market

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More 25bps cuts please, Mr. Powell.