Article
Trump Talk & 'Thucydides Trap' Threat Triggers Market Mayhem Overnight
Trump Talk & 'Thucydides Trap' Threat Triggers Market Mayhem Overnight
Traders are waking this morning in the US to some relative market mayhem and questioning what came first - the oil spike or the geopolitical angst - to trigger these moves as it appears the market finally remembered there's more going on in the world than trading 'short compute' demand to the moon...
Oil prices are up significantly (WTI >$100)...
Bond yields are breaking out everywhere (30Y UST 5.10%!, 30Y Gilt 5.82% - highest sine 1982)...
Equity markets sharply lower overnight (Kospi -6%,...
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Apr 6, 2026 / Tyler Durden
What Would Robert Louis Stevenson Say About Ozempic?
What Would Robert Louis Stevenson Say About Ozempic?
Authored by Ann Bauer via Brownstone Institute,
I have loved many addicts in my life.
I have been exasperated, impoverished, and terrified by them. But also amused, warmed, enraptured, elevated…That’s the thing about addicts. They contain multitudes, all drama and extremes. They’re charismatic until they’re repugnant, joyful until they’re suicidal. Everything is in vivid, dangerous color. It’s part of the ride and the reason they exert such a pull on cautious, ascetic people like me.
Some of my addicts are gone. My closest friend and...
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May 27, 2026 / Tyler Durden
SK Hynix Joins Trillion Dollar Club As Korean Stocks Echo Nasdaq's 1999 Meltup
SK Hynix Joins Trillion Dollar Club As Korean Stocks Echo Nasdaq's 1999 Meltup
The breathtaking rally in South Korean stocks hit a couple of key milestones overnight.
The benchmark Kospi index at one point in the session was up 100% for 2026, rivaling the Nasdaq 100 Index’s 102% surge in 1999 - right before the bubble burst...
Samsung (005930) was up 2.7% and SK Hynix (000660) soared 9.3% rallying to new record highs mainly on three things:
1) overnight backdrop of SOX +5.5% driven by MU +19% strength,
2) launch of leveraged ETF...
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May 4, 2026 / Tyler Durden
Can The GOP Oust Thune To Get The SAVE America Act Passed?
Can The GOP Oust Thune To Get The SAVE America Act Passed?
In 2024, voters handed the Republican Party a trifecta in Washington - the White House, the House, the Senate - and yet one of the most broadly popular pieces of election-integrity legislation in recent memory is collecting dust in the upper chamber.
The SAVE America Act would require documentary proof of U.S. citizenship to register to vote in federal elections and mandate photo identification to cast a ballot. It has already passed the House, and polls show that...
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