Good afternoon, It’s a strange time on the Street. On one hand, you’ve got unbridled optimism: Goldman Sachs and Morgan Stanley are crushing earnings, deal pipelines are filling up, and LPs are pouring cash into multi-strat hedge funds. The machinery is humming. But look under the hood,
The big story today? The smart money is looking East.
The commodities supercycle just got its defining deal.
Larry Ellison is not letting go.
The market has officially decoupled from reality.
President Trump just delivered a shock to the system.
Marco Rubio is taking "diplomacy" literally.
Caracas is suddenly the hottest destination for high-risk capital.
Good afternoon, Happy New Year. We are five days into 2026 and the US has already ousted Nicolas Maduro in Venezuela. If you thought 2025 was loud, buckle up. The markets are greeting the chaos with a shrug and a smile. Stocks are hovering near all-time highs to start
Good morning, We are closing the books on 2025 with a bang. Global equities are hovering near all-time highs as trading winds down for the year. It is a fitting end to a year defined by resilience and the relentless AI trade. Speaking of AI, SoftBank just finalized a
Good morning, Gravity finally caught up with the metals market. Silver plunged 7% in its worst single-day drop in five years, dragging other precious metals down with it. It was a sharp reversal from the historic rally we saw just last week. Equities also took a breather. Tech stocks
Good morning, The Santa Claus rally has officially arrived. U.S. stocks hit fresh all-time highs last week, finally giving bulls the year-end celebration they were betting on. It is a welcome shift in momentum as we head into a shortened trading week to close out the year.