What Might Transatlantic Security Look Like If The US Leaves NATO?

Stellar 10Y Auction Stops Through, With Highest Bid To Cover In A Decade On BIggest Yield Since 2007 After today's very disappointing buyback announcement, which at $6BN came in far below whisper expectations of $10BN, and which sent yields surging to 4.85%, many were on edge ahead of today's $39 billion sale of 10Y paper. In the end, it priced far stronger than expected, with today's selloff providing a sufficient concession to stir up enough demand to avoid a fullblown bond market panic.  The 9 Year/11 month reopening of cusip ER0...

Is Geothermal Energy The Next Hidden AI Power Trade Submitted by QTR's Fringe Finance Before I get into today’s idea, let me remind readers that I believe there is a very real chance that the AI boom could be coming to an end later this year and into early next year. I detailed my thoughts on why the AI boom could end in an article called “The Real AI Crash Will Start This Year” that I published two weeks ago. I supplemented this piece with another article last week called “8 Sharp Bear...

Wall Street Bonus Pool Hits Record Despite "Domestic And International Upheavals" As the K-shaped economy rages on, gasoline and diesel prices at the pump spike, and risks of food inflation later this year mount, Wall Street's bonus pool surged to a record in 2025, even as the Trump administration insists the inflationary shock is temporary. On Thursday, New York State Comptroller Thomas DiNapoli released a new report showing that the Wall Street bonus pool surged to a record $49.2 billion in 2025, up 9% from the previous year, while the average...