Russia is building another pipeline to China for a massive delivery of cheap gas. This gas was destined to Europe earlier.
1) The more cheap energy China gets, the cheaper it can produce with its industry
2) The less cheap energy Europe gets, the more expensive it can produce.
This will fully deindustrialize Europe.
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1) The more cheap energy China gets, the cheaper it can produce with its industry
2) The less cheap energy Europe gets, the more expensive it can produce.
This will fully deindustrialize Europe.
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Bitcoin will likely bottom in September.
I’m expecting BTC to form a low between $94k-$100k, making everyone believe that $124k was the top and then a massive breakout in October Q4 and $150k-$180k by December 2025.
Happy to be wrong, please send Bitcoin to $150k in September
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I’m expecting BTC to form a low between $94k-$100k, making everyone believe that $124k was the top and then a massive breakout in October Q4 and $150k-$180k by December 2025.
Happy to be wrong, please send Bitcoin to $150k in September
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BREAKING: CTA positioning in US equities has hit the 100th percentile, meaning they are "max long."
Commodity Trading Advisors are systematic, “rules-based” funds that trade automatically, often amplifying market moves.
CTAs bought $27.7 billion of US equities in July and August, according to Goldman Sachs estimates.
This has helped drive euphoric market sentiment and historically strong momentum since April 2025.
With volatility starting to return, keep watching CTA positioning.
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Commodity Trading Advisors are systematic, “rules-based” funds that trade automatically, often amplifying market moves.
CTAs bought $27.7 billion of US equities in July and August, according to Goldman Sachs estimates.
This has helped drive euphoric market sentiment and historically strong momentum since April 2025.
With volatility starting to return, keep watching CTA positioning.
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NEW: Fox News' Peter Doocy asks Trump how he found out that he was 'dead.'
Doocy: "How did you find out over the weekend that you were dead?"
Trump: "I didn't do anything for two days and they say, 'there must be something wrong with him.'"
"Biden wouldn't do anything for months..."
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Doocy: "How did you find out over the weekend that you were dead?"
Trump: "I didn't do anything for two days and they say, 'there must be something wrong with him.'"
"Biden wouldn't do anything for months..."
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BREAKING: Gold officially hits $3,600/oz for the first time in history.
Gold is now up +33% YTD, more than 3.5 TIMES the S&P 500’s return.
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Gold is now up +33% YTD, more than 3.5 TIMES the S&P 500’s return.
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NEW: Peter Doocy asks Trump about the mysterious object being thrown out of the White House window. Trump says “That’s fake. That’s AI.”
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BREAKING: Alphabet stock, $GOOGL, soars over +5% after a judge rules that the company will not have to sell Google Chrome
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BREAKING: The delinquency rate on Commercial Mortgage-Backed Securities (CMBS) for offices surged 62 basis points in August, to a record 11.7%.
This is now a full percentage point above the post-2008 peak of 10.7%.
Since December 2022, the CMBS delinquency rate has risen by over 10 percentage points.
Additionally, the delinquency rate for multifamily CMBS jumped 71 basis points, to 6.86%, the highest in 9 years.
As a result, the overall US CMBS delinquency rate rose 6 basis points, to 7.29%, the highest in at least 4 years.
The commercial real estate downturn is now unfolding faster than in 2008.
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This is now a full percentage point above the post-2008 peak of 10.7%.
Since December 2022, the CMBS delinquency rate has risen by over 10 percentage points.
Additionally, the delinquency rate for multifamily CMBS jumped 71 basis points, to 6.86%, the highest in 9 years.
As a result, the overall US CMBS delinquency rate rose 6 basis points, to 7.29%, the highest in at least 4 years.
The commercial real estate downturn is now unfolding faster than in 2008.
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