Article
Appeals Court Blocks Trump Mail-In Voting Order In 23 Democrat-Led States, Setting Up SCOTUS Fight
Appeals Court Blocks Trump Mail-In Voting Order In 23 Democrat-Led States, Setting Up SCOTUS Fight
Via American Greatness,
A federal appeals court sided with 23 Democrat-led states and blocked the Trump administration from enforcing key pieces of the president’s election integrity order, setting up a likely showdown at the Supreme Court just months before the midterms.
The 1st U.S. Circuit Court of Appeals ruled 2-1 to deny the Justice Department’s request to pause a lower court injunction while the administration’s appeal moves forward, leaving in place a ruling that stripped federal agencies of the...
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Apr 8, 2026 / Tyler Durden
A Pause To Negotiate A Deal? Some Caveats...
A Pause To Negotiate A Deal? Some Caveats...
Authored by Peter Tchir via Academy Securities,
Basically we wound up at the better end of our “base case” in yesterday’s Spaghetti Western, and you could argue we made it all the way into our best case of “ceasefire” (I’m reluctant to label it that, as you will see, but it is touching on that end).
I do think we are far from a “real deal”.
In any case, markets are responding according as both sides send people to Pakistan to negotiate a deal.
Stocks are...
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Mar 26, 2026 / Tyler Durden
The 'Blame Game' In Private Credit Begins
The 'Blame Game' In Private Credit Begins
Submitted by QTR's Fringe Finance
This morning I warned (again) this wasn’t a normal market in private credit. It was a liquidity event. And today it’s becoming something else too.
According to the Financial Times, the SEC is now questioning whether Egan-Jones, a small but deeply embedded credit rating agency in private credit, can “consistently produce credit ratings with integrity.” That’s not a routine inquiry. That’s the regulator openly wondering whether one of the key cogs in the machine was ever doing its job properly in the first place....
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May 27, 2026 / Tyler Durden
Aluminum Supply Crisis Is About To Get Worse
Aluminum Supply Crisis Is About To Get Worse
Aluminum prices in London are up nearly 17% since the onset of the U.S.-Iran conflict, as a growing chorus of top commodity desks, including Mercuria, Goldman, JPMorgan, and others, warn that the market is facing a major supply shock.
That disruption, driven firstly by Middle East smelter outages and the Hormuz maritime chokepoint, is now colliding with new concerns that China may be forced to curtail output amid energy-use and emissions inspections, according to Bloomberg.
More color from the report:
Chinese authorities are now moving...
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