A mixed auction, with the tail and drop in foreign demand negatives, but offset by the relentless demand for paper by domestic Direct bidders, suggesting that demand remains solid if hardly stellar.

The Army is highly concerned about its near total reliance on local power grids to energize its most critical installations...

"I don't think I can recover the company from it."

Away from Trump/China optimism and an expected FOMC rate cut, we have NVDA hosting a GTC event (Jensen keynote 10/28) followed by GOOG, MSFT & META earnings on 10/29 and AAPL & AMZN on 10/30

...fact-check, please!

"With Qualcomm AI200 and AI250, we're redefining what's possible for rack-scale AI inference."

"They know we have a nuclear submarine, the greatest in the world, right off their shores."

Anywhere between 4.8% and 21.2% of each state’s population was on SNAP in 2024.

"Count on me to fight for Western civilization..." 

Investors face a monumentally busy week ahead that includes rates decisions by the big G7 central banks, as well as a packed earnings calendar will see reports from five of the Mag-7. The Trump-Xi summit rounds off the week.

Deplorable...

NHC records dating back to 1850 show that Jamaica has never recorded a direct landfall from a Category 4 or 5 hurricane. However, four Category 3 storms have made direct landfall: in 1903, 1912, 1951, and 1988.

Investment flows don’t yet give credence to a mooted plan by US Senator Cynthia Lummis for the US to sell some of its gold to buy bitcoin...

At least there is no indication of anything suspicious (yet), especially at a moment when a U.S.-China trade deal appears to be within reach.

The West slows while Asia takes the lead...

"The shift of attention to the negotiations with China is causing the markets to open higher, but only a positive outcome will be sustainable
 

KOSPI on steroids.

And the greatest form of collateral confiscation has been via default, which comes either explicitly, or more typically and implicitly through inflation. 

UBS on China tech: highest-conviction global equity idea.

The population of Texas is projected to grow by 8.6 million by 2050, rising by 27%... West Virginia’s population is forecast to decline 15%...