Private credit chaos is just getting warmed up. Since August, Ares and KKR have dropped -30%, with Apollo down -11% and Blackstone -21%. PE stocks just had their WORST January in a decade.

Firms like Blackstone and Apollo have billions tied up in software companies that used to be “safe,” but now everyone is worried those investments gonna be worthless once AI automates the tasks people used to pay big monthly fees for. …

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The 10Y–2Y curve is accelerating. The bond market is pricing stress that stocks haven’t acknowledged yet. $DXY should bounce hard from here. Carry trades can unwind quickly.

The 10Y–2Y curve is accelerating. Post-inversion steepening just printed new cycle highs around +0.74. That move didn’t come from falling short rates. It came from long rates staying sticky while growth expectations roll. This is late-cycle behavior. Equities celebrating ATHs… …

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The ICE facility in Portland is experiencing large‑scale protests. 50 people arrested after anti-ICE protest in downtown LA

🇺🇸 The ICE facility in Portland is still under siege. A large crowd of anti-ICE protesters is surrounding the building. Source: @KatieDaviscourt https://t.co/HKyk3v8OZc pic.twitter.com/8ZutbssYhL — Mario Nawfal (@MarioNawfal) February 2, 2026 Police say 50 people were arrested — mostly for …

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Who Is Kevin Warsh, and Is He Good for Gold?

Kevin Warsh’s Fed nomination points to reform and discipline – not upheaval. Markets reacted with cautious relief, even as gold suffered a sharp one-day sell-off. Here’s why that move says more about leverage clearing than about gold’s long-term role… By …

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FIRST US BANK FAILURE OF 2026!

🚨BREAKING: FIRST US BANK FAILURE OF 2026! 🇺🇸 Chicago’s Metropolitan Capital Bank & Trust CLOSED by Illinois regulators due to unsafe conditions and weak capital cited. pic.twitter.com/LnreyxGljv — Ash Crypto (@AshCrypto) January 31, 2026 💥BREAKING: 🇺🇸 Polymarket odds of a …

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Clintons to be Charged with Contempt of Congress

🚨🇺🇸 BREAKING: CLINTONS TO BE HELD IN CRIMINAL CONTEMPT OF CONGRESS Rep Comer: “We’re going to hold both Clintons in criminal contempt of Congress.”pic.twitter.com/NPNO3stnhY https://t.co/uTqniLLdep — Mario Nawfal (@MarioNawfal) January 30, 2026 House Oversight Committee Chairman James Comer said on …

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Iran’s Aircraft Carrier.

"U.S. WILL SINK IRANIAN AIRCRAFT CARRIER SHAHID BAGHERI" Iran does not have a traditional aircraft carrier capable of launching and recovering fixed-wing fighter jets. However, Iran does operate what it and some sources describe as an "aircraft carrier" specifically a …

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