UAE to Trump Administration: ‘You started this war; if we run short of USDs as a result of it, either you will give us USD swap lines, or we will be forced to start transacting oil and gas in CNY and other currencies.’

Source: https://t.co/1GPuLSkQ0W — Luke Gromen (@LukeGromen) April 19, 2026 WASHINGTON—The United Arab Emirates has opened talks with the U.S. about obtaining a financial backstop in case the Iran war plunges the oil-rich Persian Gulf state into a deeper crisis, U.S. …

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Iran signals no retreat as US pressure and strikes intensify. Both sides are locked in escalation without a credible path to short term resolution. US officials are talking about a potential $150 per barrel for oil. Iran starts Mag 7 facility bombardment at 12:30PM ET

Iran Military News ☫ @IranMilitaryEN Strategic Assessment: The intensification of blind US attacks, which in some cases target civilian infrastructure such as airplanes or wheat silos in remote cities and have also damaged Iran’s industrial infrastructure, along with successive covert …

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We are in a big short time….again.

Still my favorite clip from the Big Short. This is my quant 😂 pic.twitter.com/mXGaXh95sZ — QE Infinity (@StealthQE4) March 27, 2026 “Weeks after Blue Owl unveiled a $1.4 billion asset sale, the market’s confidence in its private-credit empire remains weak. …

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$1.8 Trillion Market MELTDOWN Has Begun As Private Credit Bubble Pops… And It Is Spreading. JPMorgan & Goldman Offer Hedge Funds Way to Short Private Credit

(Bloomberg) — Goldman Sachs Group Inc. and JPMorgan Chase & Co. are among investment banks offering hedge fund clients ways to bet against the $1.8 trillion private credit market, people with knowledge of the matter said. The firms have assembled …

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$2 trillion private credit market faces first real stress test. Blue Owl restricts withdrawals, AI debt machine under pressure. Big Short Michael Burry warns AI data center spending is unsustainable.

Bull Theory @BullTheoryio 🚨THE $2 TRILLION PRIVATE CREDIT MARKET COULD BE FACING ITS FIRST MAJOR BANKRUPTCY. Blue Owl manages about $273 billion in assets. It is one of the biggest lenders behind the AI data center buildout. When companies like …

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Is this a “canary-in-the-coalmine” moment, similar to August 2007? Blue Owl permanently restricts withdrawals from private retail debt fund. Remember this scene in The Big Short?

Mohamed A. El-Erian @elerianm Is this a “canary-in-the-coalmine” moment, similar to August 2007? This question will be on the mind of some investors and policymakers this morning as they assess the news that, quoting the FT, the “private credit group …

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California fuel in short supply

Hence the high fuel prices in California. Closing California refineries. Lack of fuel pipelines. Lack of fuel storage. This leaves movement of massive fuel supplies by Jones Act tankers, which are also in short supply. California’s anti-carbon stance is coming …

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Retail traders often referred to as “dumb money” are clearly not betting on the downside for equities. Stock market short bets are getting crush. Multi-millionaire investor “NoLimit” is officially 95% out of the market. The big short strikes again.

Retail traders—often referred to as “dumb money”—are clearly not betting on the downside for equities. They usually trade leveraged ETFs on both sides, and in the last 4 instances when the “short” allocation was this low, they were wrong 3 …

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SILVER closes at $103 per ounce, new record high. GOLD closes at $4,983 per ounce. Precious metals short squeeze on steroids.

https://www.cnbc.com/quotes/@GC.1 https://www.cnbc.com/quotes/@SI.1/ 🚨🇺🇸 BREAKING: The U.S. dollar records its largest daily drop since mid-December 2025, falling 0.7% after Trump’s threats to Europe over the future of Greenland triggered widespread selling of U.S. stocks and government bonds. pic.twitter.com/Tf12qxAduf — Jackson Hinkle …

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The biggest short squeeze of 2026 will be $TLT.

The biggest short squeeze of 2026 will be $TLT. I'm long with 60% of my portfolio. https://t.co/f7WhlB2cdT pic.twitter.com/8PKXPF5xEr — Common Sense Investor (CSI) (@commonsenseplay) January 2, 2026 WHY YOU SHOULD BE BUYING $TLT & https://t.co/U0FvaBIeCa WHILE GETTING PAID TO WAIT …

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DB analysts warn OpenAI’s losses are entering unheard-of territory, and HSBC says it could burn nearly half a trillion by 2030. ChatGPT started the AI race. Now its lead is looking shaky

HSBC has said that OpenAI is going to have nearly a half trillion in operating losses until 2030, per FT: pic.twitter.com/KQrsGIqFnK — unusual_whales (@unusual_whales) December 4, 2025 “OpenAI may continue to attract significant funding and could ultimately develop products that…revolutionize …

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Alex Karp’s tense interview, Burry’s $PLTR short and OpenAI is asking for US government bailout have traders calling it the clearest sell signal; Nancy Pelosi just announced the market top. She’s done.

The market always breaks in sentiment before it breaks in price. This looked like the moment the confidence slipped. about timeburn it all down the way Palantir helps its clients do pic.twitter.com/eXXiK2OoXI — Alkindus (@a1kindus) November 5, 2025 https://twitter.com/TommyThornton/status/1986433742211055702 A …

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The Big Short returns: Michael Burry is betting against the AI boom, loading 66% of Scion into Palantir puts and 14% into Nvidia puts… UPDATE: Palantir ($PLTR) drops 5% after Q3 earnings, wiping out all gains.

I just read the 13F and Burry isn’t actually 66% short $PLTR since it’s notional value and not real capital so he’s paying a small premium to control big exposure. But symbolically it still matters since he’s betting against the …

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