"It's All About Positioning": The One Thing Goldman's Trading Desk Is Looking At Today

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Today's selloff could not have come at a worse time...


Why JPMorgan's Desk Thinks The Greenland Standoff Ends In A Bullish "Negotiated Arrangement"

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"Trumpism is causing some volatility, and it is hitting markets at a point where there is an orange flag on the risk of an Equity drawdown (think of TPM 4w change, EM Risk Appetite, Bull/Bear etc.)."


Gold at all-time highs: should I buy?

Sponsored Content By Monetary Metals

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Gold continues to cross new all-time highs, breaking past $4,600 per ounce. This moment has left many investors wondering whether to sell their gold and lock in their gains or to buy more, hoping this is just the beginning or a further bull run. 

Sponsored Content By Monetary Metals


Bond Vol Goes Brutal — Biggest Shock Since “Liberation Day”

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SPX hates rising bond volatility — and bond volatility just exploded.

Mexico Quells Strike Rumors As US Issues Written Assurance: No Military Flights

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President Sheinbaum seeks to calm the public after Trump warnings...


Fast Money Can Take Treasury Yields Higher Still

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Macro funds’ sensitivity to Treasuries has risen in recent weeks, leaving yields exposed to more upside should funds close or reverse their positions...


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Zelensky Skips Davos As Kiev Plunged Into Worst Power & Water Crisis Of War

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Some 6,000 buildings in Kiev without heat during subzero temperatures...


Gold Thrives as Japan’s Bonds Break — Geopolitics Add Fuel

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Gold is ripping, but options panic still hasn’t shown up.

Watch Live: President Trump Joins White House Press Briefing Before Davos Trip

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"A very special guest will be joining me at the podium today.... TUNE IN.”


Exposed: Teachers Unions Funneling Millions To Soros-Linked Groups, Far-Left Agendas

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Union bosses diverting hard-earned public funds to fuel dark money operations, protests, and election meddling...


Silver: What's Happening Under The Hood?

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...price has run too far but we’re reluctant to short until we see physical premia ease...


Markets May Be Wrong About The Risks Of Venezuela & Greenland

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Once politics stop interfering, investment will thrive. If you want respect for the environment, economic development, and sustainability, you should trust engineers, not politicians...


HUD Initiates Investigations Into Race-Based Housing Programs In Minneapolis

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“This racial favoritism appears to extend to Minneapolis’s housing policy..."


US NatGas Spikes Most Since Ukraine Invasion On Arctic Blast, Major Winter Storm Threat

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"Odds are increasing for a particularly memorable winter storm late this week into the weekend…" 


Will The BoJ Intervene? Goldman's Delta-One Desk-Head Lays Out Japan's Options As JGBs Collapse

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“This is basically the market pricing in a Liz Truss moment in Japan,


30 Ways Trump Impacted The World In His First Year

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Through more than 225 executive orders, the president reorganized federal government policy and focus, while advancing his America First agenda... resetting global trade policy, brokering peace deals, and using the U.S. military in several defining moments.


Trump Calls UK Chagos Deal "Great Stupidity" - Demonstrates Greenland Must Be Taken

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An act of "total weakness" under Biden admin, Trump says...


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Oklo's Isotope Business: Atomic Alchemy

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The market is not pricing in the potential value of the Y-Combinator backed company: Atomic Alchemy acquisition. And those who attempted to value the business have likely found it difficult with the little information given from management. But the most important takeaways are...


More Than Ten Countries Have Signed On To Trump's 'Board Of Peace'

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Which countries are involved remains unclear. 


Bipartisan FY26 Minibus Released As January 30th Shutdown Approaches

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Both parties emphasized the importance of completing full-year appropriations before the end of January...


VIX Goes Violent — Investors Still Treat Protection Like It’s for “Suckers”

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Almost half of BofA FMS investors have no crash protection. What could possibly go wrong?