The suspension covers Sony's CFexpress Type A cards in 240GB, 480GB, 960GB, and 1.92TB sizes... 

XLE is up 40% in a near-perfect trend. Momentum is extreme. Positioning is crowded. The trend isn’t broken — but the asymmetry is shifting.

"We have been stupid slow recently, slower than we can recall in many years. We continue to believe it’s from the chaos and confusion coming out of Washington"

Tehran denies responsibility for 'depraved' attack...

The theme of late has been one of weekend escalation in tone and action followed by Monday attempts to de-escalate through words and talk of ‘talking’...

Fed Chair Jerome Powell, who has just over a month left in his tenure as head of the world's most important central bank, speaks Monday to the Harvard University Principles of Economics class.

In 2025, Vance won the CPAC straw poll for the 2028 Republican presidential nomination.

Looking at the week ahead, we should start to learn about the economic consequences of the conflict, as several data releases for March are out which cover the period since the strikes began on February 28.

Kabul said over 400 people were killed in a Pakistani strike on a drug rehabilitation center ​earlier this month.

1) when oil flows through the Strait will resume in meaningful volumes, and 2) at what price level oil switches from an inflation story to a recession story.

Huge escalation in ongoing inter-NATO rift...

"HFs ended the week as net sellers of global equities amid elevated volatility, with Monday’s sharp whipsaw marking one of the largest short covering days since May 2025, followed by pressure later in the week."

‘We’ll be there as long as they need us, until they get back to normal operations,’ Homan said.

“While inflation remains a concern, the potential drag on growth and confidence should start to act as an offset, limiting further upside in yields,”

Oil, vol, and flows are pointing to persistence. Inflation markets are still pricing temporary. That divergence won’t hold.

The global energy shockwave from the Iran oil is crushing demand around the globe, forcing government to step in to avoid economic collapse. 

We think that the 2022 playbook is likely the wrong interpretation of how this plays out, as we see the global economy as likely more vulnerable today than it was in 2022...

There will be photo voter ID in the State of North Carolina...