Futures Jump As Chipmakers Surge After Japan , Korea Bounce US stock futures are higher led by Tech after a strong bounce in chip stocks in Japan (memory stock Kioxia traded limit up after trading limit down on Friday and Monday was a holiday) and Korea, as evidence mounts that Momentum / Semis pullback have bottomed, with supportive price action elsewhere in Asia and Europe, though the JPM EU Trading Desk is not yet seeing […]

US-Iran Fighting Enters 10th Day As Tanker Hit In Hormuz, Houthis Threaten Red Sea Chokepoint The tit-for-tat escalation between the US and Iran entered its tenth day as another tanker was struck in the Strait of Hormuz. Meanwhile, the Iran-backed Houthis threatened shipping at a second strategic chokepoint in the southern Red Sea. US Central Command launched strikes targeting Iranian command and control centers, missile and […]

The Democrats’ Financial Situation Appears To Be Worse Than Previously Known The Democratic Party’s money problems have been an open secret for months. Federal Election Commission filings from around six months ago showed the Democratic National Committee entering the final stretch of last year with barely $12 million in its campaign account and nearly $16 million in debt, most of it stemming from a loan the committee took out the […]

Gold & Tech: How The Whales Trick The Retail Plankton Authored by Matthew Piepenburg via VonGreyerz.gold, Never in my 30+ years in the markets have I seen a monetary, precious metal and risk-asset setup more obvious yet more deliberately ignored than today. Below, we look at the converging signposts screaming from the tech/AI sector and the equally obvious (yet deliberately downplayed) signals from a precious metals market […]

Blackstone Just Made A Physical AI Bet On Actuator-Maker Powering Humanoid Robots Blackstone, the world’s largest alternative asset manager, is making a big investment in Futronic, a 33-year-old automotive supplier whose motion-control technology has been adapted for industrial and humanoid robots, according to Reuters. The deal values the South Korean firm at about 1 trillion won ($676.04 million), according to a person with […]

Did Scientists Just Solve The Biggest Mystery Holding Back Solid-State Batteries Authored by Alex Kimani via OilPrice.com, Scientists have identified the root causes of solid-state battery failures, discovering that internal pressure cracks the electrolyte while electrical imbalances trigger lithium growth that causes short circuits. The findings could accelerate commercialization by turning a long-standing scientific […]

“Demand Signal Is Real”: US Bipartisan Senate Delegation Touts Defense Boom At Farnborough Airshow The Farnborough International Airshow kicked off on Monday and is one of the world’s largest aerospace, aviation and defense trade shows. It is held every two years at Farnborough Airport in Hampshire. A Reuters report says that a bipartisan group of nine US senators urged allied European defense giants to expand production, as there […]

Proposed US Deal For Saudi Nuclear Enrichment Is Without Safeguards Via Middle East Eye The Trump administration has greenlit Saudi Arabia’s nuclear enrichment project, but with no safeguards in place to prevent the development of a bomb, CNN reported on Friday.  The draft deal, viewed by the news outlet, showed Washington’s support for Riyadh’s civilian nuclear program is still awaiting President Donald Trump’s signature, […]

Ukraine’s Attack On Caspian Pipeline Consortium Aims To Destabilize Global Oil Markets: Kremlin The Kremlin has accused Ukraine of orchestrating a plan to further destabilize global oil markets by carrying out drone attacks on the Caspian Pipeline Consortium (CPC). Russian Foreign Ministry Spokeswoman Maria Zakharova said in Monday remarks, “We are in solidarity with the Kazakh Foreign Ministry in its decisive condemnation of this […]

Three-Quarters Of Refugee-Linked Households In Vienna Rely On Taxpayer Handouts Via Remix News, Three-quarters of households in Vienna connected to migrants from popular asylum-origin countries are unable to support themselves without government benefits, according to figures analyzed by Statistics Austria. The analysis, cited by Kronen Zeitung, covered approximately 103,000 households across Austria containing at least one […]

Narrative Control: The Collapsing Authority Of The State Authored by Jacob Reynolds via ‘Academy of Ideas’ substack, Perhaps the central battleground of contemporary politics is the need of our political elites to control the narrative. Primarily, the role of establishment politicians is not to deliver changes and reforms, not to fix problems identified by people in their everyday lives, and not to change circumstances such that […]

Oregon Sees Disturbing Spike In Gender Transition Therapy For Children If you’re curious to see what the US would look like under an entrenched progressive regime, deep blue states like Oregon offer special insight.  Four years of woke Democrats running the show under the Biden Administration was bad enough – Pride flags draped across the White House and naked transgenders dancing across the lawn was an embarrassing moment for the […]

Is China Sabotaging America’s Data Centers? Authored by Lipton Matthews via American Greatness, China is the one foreign power with both the resources and the strategic incentive to shape American technology. Washington’s preoccupation with foreign influence has become almost reflexive, though curiously selective in its targets. Some lawmakers have built entire political identities around scrutinizing the influence of the […]

National Guard Deployment To DC Will Continue Until Trump’s Term Ends A new extension of the National Guard’s deployment to Washington will keep guardsmen in the nation’s capital until President Donald Trump’s term ends in more than two years. The Pentagon confirmed on Thursday that the mission for which National Guard troops were deployed will continue until Jan. 20, 2029, or until the president terminates it. The extension […]

The False Choice Facing American Agriculture Authored by Mollie Engelhart via The Epoch Times, This week, I was talking with one of my neighbors, a good man who raises hay and runs a cow-calf operation. As we discussed different approaches to grazing and pasture management, he laughed and called some of my ideas “fantastical fairy tales.” We both laughed. A farmer moves cattle from one pasture to another at a farm outside Swoope, […]

Woman Walks Into Ontario Police Department With Live World War II Grenade An Ontario police department is warning residents not to bring unexploded military munitions to the station after a woman walked in carrying a live World War II grenade, according to the NY Post. The incident happened at an Ottawa-area Ontario Provincial Police detachment, where officers said a resident arrived with the decades-old explosive after finding it […]

Inside California’s Battle With The Marijuana Black Market Authored by Brad Jones via The Epoch Times, A convoy of sheriff’s deputies heads into a vast network of illegal marijuana grow operations in the foothills of Mount Shasta in California’s Siskiyou County. They drive into a dusty encampment strewn with garbage and piles of empty plastic fertilizer containers, a blight on the otherwise scenic landscape. Siskiyou County […]

NYC Street Vendors Now Openly Selling Illegal Prescription Pills Across 10 Blocks What looks like an ordinary row of street vendors in Washington Heights is, in reality, an illegal outdoor pharmacy, according to the NY Post. Along roughly half a mile of St. Nicholas Avenue, between West 179th and West 183rd streets, vendors openly sell prescription medications from folding tables, offering everything from antibiotics and pain […]

Winter Is Coming: The Work To Keep Us Warm Is Underway Authored by Larry Behrens via RealClearEnergy, As temperatures near 100 degrees across the country, the last thing on the minds of most Americans are worrying about is…heat. Not the summer heat. The other kind. Winter is coming, and in just a few months, millions of Americans will move from cranking up their air conditioners to firing up their furnaces. Fortunately, the […]

Trump Reaches For A 1930 Tariff Law To Hit Canada With 50% Duties – But Not On These Items President Donald Trump signed three proclamations Monday imposing an additional 50 percent tariff on a broad list of Canadian goods, accusing Canada of discriminating against American dairy, alcohol, and auto exports. The White House said the president was acting to hold Canada accountable for what it called “continued discrimination” against […]

Border Czar Warns New York City That ‘ICE Surge’ Is Coming, Enforcement Expanding Authored by Bryan Hyde via American Greatness, Federal Border Czar Tom Homan has announced that an unprecedented surge of Immigration and Customs Enforcement (ICE) agents is coming to New York City in response to the city’s sanctuary policies. Homan told Fox News on Sunday, “It’s coming,” citing the Trump administration’s refusal to be […]

Trevor Milton Must Pay $581K In Fees After Losing Suit Against CNBC And Hindenburg, Court Orders Trevor Milton’s unsuccessful defamation case against CNBC and Hindenburg Research has ended with another costly setback for the disgraced Nikola founder. A New Jersey judge ordered the Nikola founder to reimburse CNBC $286,087 in attorneys’ fees and litigation expenses after Milton ultimately lost his appeal. Hindenburg Research will […]

Iranian Strikes On US Bases In Jordan Aided By ‘Accurate Intel’ From Locals, IRGC Says Via The Cradle Iran’s Islamic Revolutionary Guard Corps (IRGC) announced Monday that its most recent retaliatory operations against US military assets in Jordan were carried out with “cooperation and accurate information” provided by the Jordanian people. “Honorable people and troops of Jordan, thank you for your sincere cooperation and […]

NASA Warns Scientists Understating Worst-Case Solar-Storm Scenario As if the growing risk of a global economic disaster springing from the US-Israeli war on Iran weren’t enough to worry about, researchers at NASA’s Goddard Space Flight Center are warning that miscalculations and false assumptions may have resulted in an enormous underestimation of the worst-case effects of a solar storm.  Solar storms are events in which the sun […]

The New Market Structure, Liquidity Dynamics, & Fragilizers: An Unprecedented Situation With Serious Implications Authored by Alexis Maubourguet, CIO, and Clément Mary-Dauphin, CEO of Adapt Investment Managers, RISK ACTUALLY A holistic review of the recent changes in the distribution of risk across the financial system and their consequences for market structure in general and Liquidity Dynamics in particular. INTRODUCTION […]