What Caused the Collapse of Silicon Valley Bank?

Germany, France Hold Secret Talks On Continental Nuclear Shield In Pivot From US Has Europe really embarked on a nuclear reset, rethinking its US-led deterrent architecture? For the first time since the Cold War, major European capitals are openly debating the need for an independent nuclear deterrent - an emerging theme on clear display this week at the Munich Security Conference. We've reported before that the turning point came in March, when Washington temporarily halted battlefield intelligence sharing with Ukraine - a move that forced allies to confront the prospect that...

It appears the main topic of discussion at Wednesday’s meeting between Donald Trump and Bibi Netanyahu was Iran’s ballistic missile program. It really was not a discussion… Instead it was Bibi, with his advisers, trying to sell Trump and his team on the necessity of ending Iran’s ballistic missile capability. Why the emphasis on those […]

Futures Fall As AI Selloff Resumes US equity futures woke up after President's Day and chose to resume their selloff (after a modest bounce on Monday's holiday failed to hold) dragged by Tech, as the risk-off moves on AI disruption fears continue. As of 8:15am ET, S&P 500 futures were down 0.5% with Nasdaq 100 contracts falling 1.0%. In premarket trading, all Mag 7 stocks are lower and Semis are being pressured with AVGO / NVDA lower by more than 1%. Pockets of outperformance (and higher absolute returns) can be found...