Correlations to Brent are back at the highs... making for a very hard trading environment where conviction is hard to find...
ZeroHedge Reads
Alt-Market
AntiWar.com
Bitcoin Magazine
Bombthrower
...markets reconcile ambition with economic scarcity...
How high can we push valuations before something snaps violently?
The dominant framing of AI as a productivity story (supporting the rates outlook at points this year) is likely right on the…
Regardless of your view on how much lower oil can fall, the key part is the shift in distributions and the reduction in tails for…
Risks hiding in plain sight...
Consensus themes crushed, China controls over AI, and Crack spreads vs Crude...
