Two Killed as Israel Follows Up Rome Talks With Escalated Lebanon Strikes

Iran Threatens Elon Musk's Gulf-Area Starlink Ground Stations In Suspicious Timing Ahead Of SpaceX IPO Summary: Iran Threatens Musk's Starlink Ground Bases In Gulf Area Ahead Of IPO   Massive SpaceX IPO Demand Coming From Gulf Sovereign Wealth Funds IranIntlbrk is the X handle for Iran International's breaking-news account and cites Tehran-aligned Fars News Agency, stating that the Islamic Revolutionary Guard Corps has placed the economic interests of Elon Musk in West Asia, including Arab countries and Israel, under consideration on a new target list. IranIntlbrk continued: 1. Fars News Agency reported that this action is...

Futures Slide After Google Earnings, Oil & Bond Yields Jump On Houthi Escalation US equity futures are lower as WTI breaches $90/bbl and Brent approaches $100/bbl (Houthi escalation in the Red Sea as two Saudi tankers were struck), pushing bond yields higher with longer-dated yields seen making new highs, globally. But, Alphabet's underwhelming results - while dragging down Mag7 names - are boosting Semis / AI (CapEx spend) which may mean the market is returning to its barbell of longs in AI / Semis plus Energy versus shorts in Rate-sensitives. * ...

"This Chart Should Stop You Cold In Your Tracks" Submitted by QTR's Fringe Finance One of my favorite contrarian analysts to read posted a great thread this week noting what he sees as one of the most overlooked risks facing U.S. equities in 2026. Gordon Johnson argues that an unprecedented wave of equity issuance could overwhelm available investor capital. In a great thread on X, Johnson, of GLJ Research, argued that investors should not interpret the current IPO boom as a sign of market strength. Instead, he contends that history suggests record issuance periods...