Zelensky: We Seek To End War By Winter Through Escalation On Military, Diplomatic Fronts Ukraine is openly advancing plans to escalate militarily against Russia, in hopes that it will force a return to diplomacy, and hasten an end to the war by winter time. President Volodymyr Zelensky has made clear he aims to ramp up diplomatic, economic, and military pressure on Moscow, while acknowledging that a short timeline is ideal but […]

Everybody Knows Authored by James Howard Kunstler, “I underestimated how emotionally committed much of the press is to rallying around Anthony Fauci. His reputation is more important to them than anything. . .” – Matt Taibbi The baleful afterburn of Dr. Fauci’s one-sentence testimony (“On the advice of counsel, I respectfully decline to answer. . . .”) seeps over the land like some ghastly pestilence now. You […]

Trump Says Iran Faces ‘Decapitation’ If It Doesn’t Sign A ‘Good’ Deal Summary Trump says Iran faces ‘decapitation’ if it doesn’t agree to a deal. Trump says Gulf allies halted planned US strikes in favor of diplomacy. Iran says Hormuz talks with Oman are progressing, but US actions remain the obstacle. Oil prices still falling on optimism over Hormuz negotiations & uptick in transit. Tehran is betting it can outlast Trump […]

‘Cycles Line Up Like They Did Before 1929′: Charles Nenner Warns Of “Very Big Downturn” In Stocks’ Via Greg Hunter’s USAWatchdog.com, Renowned geopolitical and financial cycle expert Charles Nenner is usually way ahead of market moves.  When nobody wanted silver ($29), he was buying it.  When everyone wanted silver a few months ago ($120), he was selling it.  So, what is Nenner seeing in the markets right now?  Let’s […]

Murders In The US Set To Hit 126-Year-Low Following Illegal Immigrant Deportations: DHS Authored by Naveen Athrappully via The Epoch Times, Crime rates have fallen to “historic lows” across the United States, with homicides this year on track to register the lowest level in at least 126 years, according to the Department of Homeland Security (DHS). In the first half of 2026, homicides were down 18 percent compared to the […]

VC Money Floods Into US Nuclear Startups As AI Power Demand Explodes Authored by Haley Zaremba via OilPrice.com, Global VC funding for nuclear fission and fusion startups has already topped $4.5 billion across 81 companies in 2026, on pace to beat 2025’s $6.2 billion record. Big Tech figures including Sam Altman and Bill Gates are pouring money into fusion to keep up with AI’s ballooning electricity demand. Critics warn […]

After Blockbuster IPO, China’s Memory Giant CXMT Plans Second Chip Plant In Beijing CXMT, China’s largest chipmaker by output and certainly by market value thanks to its blowout IPO pricing one week ago, which saw its stock surge more than 7x from its offering price of 8.66 yuan per share, is considering building a second memory-chip plant in Beijing ​and is in financing talks with a tech manufacturing hub backed by the local […]

Kalshi & Polymarket’s Combined Volume Reaches All-Time High In July, Topping $50 Billion Authored by Danny Park via TheBlock.co, Kalshi and Polymarket saw their combined trading volume soar to a new all-time high in July as prediction markets continued to gain steam around the World Cup. According to The Block’s data dashboard, Kalshi, Polymarket, and Polymarket US posted $50.59 billion in combined monthly trading volume […]

Is The Momentum Crash Over? Authored by Lance Roberts via RealInvestmentAdvice.com, What a week that was… Despite a hopeful bounce to end the month, it was a bloodbath for most assets. It was the Nasdaq’s worst July in 22 years, bonds’ biggest July yield spike since 2005, and oil’s biggest July jump in over 30 years. Leaving investors with one big trillion-dollar question: is the momentum crash over? As I discussed on […]

Washington State Wildfires Trigger Mass Evacuations, Emergency Declaration Thousands of people in Spokane County, Washington, have been evacuated as parts of the city of Spokane are under a “Leave Immediately” emergency as three wildland fires forced evacuations. Spokane County Emergency Management describes the emergency as “Level 3: Go, Leave Now, Leave Immediately!” Officials said 60,000 people within Spokane city […]

Texas Approves AI Data Center Co-Location Next To Wind Farm, With Curtailment Caveats By Marlene Wilden of UtilityDive The Public Utility Commission of Texas last week approved a net metering arrangement for a 260-MW AI data center co-located with a wind farm of approximately the same capacity in a case that could serve as a template for other co-located loads in the Lone Star State. The data center is the second one planned for […]

Trump Blasts Oil Majors: “Get Gas Prices Down Now!” President Trump blasted oil companies on Monday morning for high gasoline pump prices, telling them: That goes for other Oil Companies as well…and get your consumer (retail!) Oil Prices DOWN, NOW! Thank you for your attention to this matter. President DJT As of Monday morning, the national average for 87-octane gasoline at the pump stood at $4.09 a gallon, according to AAA […]

China’s AI Knife Fight: DeepSeek’s New Model Runs 100x Cheaper Than Anthropic’s Flagship The price of artificial intelligence just printed a new low. DeepSeek’s V4-Flash, officially released Friday, costs roughly three cents to run through a standard battery of benchmark tests, according to San Francisco research firm Artificial Analysis. Moonshot AI’s Kimi K3 costs 86 cents; OpenAI’s GPT-5.6 Sol, $1.86; and Anthropic’s Claude Fable […]

Groundhog Day By Benjamin Picton, senior market strategist at Rabobank It’s Monday morning again and it feels like Groundhog Day as I sit down to write that the US President has (again) halted strikes on Iran and teased that a diplomatic breakthrough is close. Brent crude prices have dutifully fallen in early trade, risk currencies are rallying and equity markets are poised to extend the gains posted late last week. In his […]

“Really Only One Thing Worries Us A Lot”: Here’s What Keeps Goldman’s Commodities Guru Up At Night Samantha Dart, co-head of global commodities research at Goldman, joined Bloomberg TV on Monday morning and warned that diesel sits at the epicenter of a worsening global fuel supply squeeze, as Ukrainian drone and missile strikes disrupt Russian refining and the US-Iran war disrupts tanker flows through the Strait of Hormuz. Dart […]

Here’s Why the US Manufacturing Surveys Are Diverging So Dramatically… Update (1015ET): As we noted below, there was a significant divergence between the two manufacturing surveys for July… which is not that unusual, and also an odd divergence between falling inflation expectations and universally rising commodity prices. Based on the responses to the ISM survey, we may have found the answer… and it’s a familiar one in this […]

Coldcard Losses Near $114M As Small Bitcoin Transfers Spike Via Decrypt.co, Small Bitcoin holders moved coins on July 31 at a rate not seen since the collapse of FTX, according to CryptoQuant, as news spread that Coldcard hardware wallets had been generating guessable keys for five years. Transfers of less than 1 BTC totaled 39,600 BTC (around $2.5 billion) that day, the firm’s Head of Research Julio Moreno tweeted. The last […]

Key Events This Week: Jobs, ISMs, Fed Speakers And More Earnings On Deck The week ahead will be dominated by the US labor market, with the JOLTS report tomorrow, the ADP employment survey on Wednesday, and building up to Friday’s July employment report. Beyond the US, investors will be watching Swiss inflation today, Swedish inflation on Thursday, German activity data throughout the week (culminating in trade and industrial […]

Saylor’s Strategy Shores Up Capital Structure With More Bitcoin, Stock Sales Michael Saylor’s Strategy Inc. is plowing ahead with its pivot from relentlessly buying Bitcoin to focusing on shoring up its capital structure by raising its reserve via sales of the token and its own shares. The company that grew to prominence with its years-long Bitcoin-accumulation tactic on Monday announced that it had last week completed a roughly […]

Kamikaze Drone Slams Into Crowded Russian Black Sea Beach, Killing 3 The Russia-Ukraine war has dangerously spilled over into the Black Sea, with cargo ships, tankers, and oil and gas infrastructure being targeted by both sides. The sharp escalation in fighting across the region has also come at a cost to civilians. Shocking video circulating on X Monday morning appears to show a Ukrainian suicide drone striking a crowded beach in […]

GameStop Shares Plunge As $1.4 Billion Debt-For-Equity Swap Threatens Dilution GameStop shares fell in premarket trading after the company announced it had agreed to exchange about $1.4 billion of zero-coupon convertible notes for Class A shares, allowing the video game retailer to reduce long-term debt without using cash. The press release stated that the transactions were privately negotiated and cover $400 million of notes due […]

Futures Rise As Oil Plunge Helps Yields Ease From Nosebleed Highs; All Eyes On Yentervention Futures are higher with both tech and small caps outperforming as Trump points to a deal/advanded discussions with Iran (which Iran is naturally denying), which is helping push energy prices and bond yields lower as the USD depreciates. As of 8:00am ET, S&P futures are up 0.5% while Nasdaq futures rise 0.4% led by Mag 7 stocks higher […]

$400 Billion Pharma Megadeal? Jefferies Calls Potential AstraZeneca-Bristol Myers Merger A “Head Scratcher” The Financial Times reported overnight that AstraZeneca has explored acquiring Bristol Myers Squibb in a potential megadeal that would create one of the world’s largest drugmakers, with a combined market capitalization of nearly $400 billion. The report cited people familiar with the matter, while both pharmaceutical giants […]

Pentagon Plans AI Data Centers At Military Bases Across Multiple Branches By Adam Gramegna of Military.com At Dugway Proving Ground in Utah, on ground the Army’s own contracting documents describe as previously used for grazing, a company owned by two of the largest investment firms in the world is preparing to build a data center. That site sits about an hour’s drive from the nearest community, on the installation where the U.S. […]

Exelon “High Probability” Data Center Load Falls 40% By Ethan Howland, senior reporter at UtilityDive Exelon’s “high probability” data center load fell nearly 40%, to about 11 GW, in the second quarter from 18 GW at the end of last year, the Chicago-based utility company said Thursday. The decline comes as Exelon utilities have been entering into “transmission security agreements” with potential data center customers, […]