Iran and Trump have been leveraged into short and long oil positions since March.
Otherwise, all these tweets, agreements, disagreements, and constant shifts in the narrative make very little sense. It’s a contradiction that keeps creating opportunities.
BREAKING: China bought +10 tonnes of gold in May, the largest monthly addition since January 2025.
This follows +8 tonnes acquired in April, marking their 3rd consecutive monthly net purchase.
China has now bought gold for 19 consecutive months, the longest streak since at least 2015, when its central bank began publishing more regular data on its gold reserves.
This brings China's official gold reserves to a record 2,331 tonnes, worth over 9% of their total FX reserves.
The country is also the 3rd-largest central bank buyer year-to-date, after Poland and Uzbekistan, with a total of +27 tonnes added.
China’s demand for gold is accelerating.
Howard Marks has been writing investment memos for 30 years that Warren Buffett says he reads first thing every time.
In 36 minutes he explains why every bull market ends the same way - and where he thinks we are right now.
36-min. Oaktree. TBPN.
Bookmark & watch - the clearest market cycle read you'll find in 2026
🚨 Uber genera 9.800 millones de dólares de caja libre al año. El mercado la castiga con un -30% en 8 meses.
🔴 Octubre 2025: máximo de 101,99 dólares
🔴 Hoy: 70,4 dólares, peleando con el mismo suelo por cuarta vez desde febrero
Bill Ackman was buying Uber at $82.12 and calling it "incredibly cheap".
Today, you can buy it for $70 at 17.5x earnings.
That's a 14% lower price.
$UBER
JUST IN : TRADING IN SOUTH KOREA HAS BEEN HALTED AS THE COUNTRIES STOCK MARKET IS NOW DOWN NEARLY 9% TODAY
ABSOLUTE BLOODBATH IN THE KOREA AS SAMSUNG AND SK HYNIX LEAD THE DECLINE