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02.12.25 - 12:21
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How A Generation of Women Was Misled About Hormone Therapy (ZeroHedge)
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How A Generation of Women Was Misled About Hormone Therapy
Authored by Jingduan Yang via The Epoch Times (emphasis ours),
“Was I misled?”
That's the question I hear most from my patients lately—asked with anger, exhaustion, and the quiet devastation of women who wonder if they lost years of their lives to menopause symptoms they were told were untreatable.
Getty image/MoMo Productions
The answer came earlier this month when the U.S. Food and Drug Administration announced it would remove “black box” warnings from hormone therapy products after 23 years. For many women, the reversal is an admission that arrives decades too late.
What Happened in 2002
In July 2002, preliminary data from the Women's Health Initiative (WHI) were published in JAMA, showing that combined hormone therapy (estrogen and progestin) increased the risk of breast cancer, stroke, and pulmonary embolism. Major media outlets interpreted early signals from the study as definitive danger, and the announcement led to ...
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22.10.25 - 17:57
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Momentum Massacre Drags Down Overall Market (ZeroHedge)
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Momentum Massacre Drags Down Overall Market
As we detailed last night, the market is experiencing a strong degrossing in recent narrative themes, and that is most evident in Goldman's high-beta momentum basket which is getting slammed again this morning...
It appears that momo meltdown is finally bleeding over into the broad markets...
The outperformance from the momentum factor this year (pure factor up 7% our baskets up between 15 and 35% depending on the pair) has been driven by the long leg...
...which could be at risk of giving up more of the gains as clients protect performance going into year end...
The last six days have seen momentum longs dumped and momentum shorts bid (until today), hitting the overall momentum market with a double whammy.
The drawdown in Momentum may be at risk to continue as November through January is the worst 3 months period for Momentum...
For a tactical market hedge Goldman likes limited loss on their X7 (Top 500 Ex Mag 7) index, given hedges are outright...
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11.09.25 - 00:42
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Momo′s August revenue rises 4.4% MoM, iPhone upgrade wave to potentially boost sales recovery (Digitimes)
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Momo reported consolidated revenue of NT$8.49 billion (approx. US$279.9 million) in August, marking a 4.4% month-over-month increase. However, since the beginning of 2025, monthly revenues have consistently shown single-digit year-over-year declines. The team acknowledged that domestic retail conditions remain sluggish and consumer confidence has dipped, but they are optimistic that expansion of their store platform business and the upcoming peak season in the second half of the year will help revive revenue momentum....
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20.08.25 - 20:24
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′Hawkish′ FOMC Minutes Shows ′Majority′ Fear Inflation More Than Employment (ZeroHedge)
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'Hawkish' FOMC Minutes Shows 'Majority' Fear Inflation More Than Employment
Since the last 'dovish' FOMC statement (and Powell's post-statement 'hawkish' presser) on July 30th, we have had 'cool' payrolls print and 'hot' inflation prints with retail sales mixed... and now everyone is anticipating Friday's speech by Powell at Jackson Hole. So, maybe these Minutes will be a nothingburger...
Source: Bloomberg
Overall, rate-cut expectations are higher...
Source: Bloomberg
...with September price-in as almost a done-deal for a cut...
Source: Bloomberg
Markets have generally gone nowhere in that time (except for crude prices, which have plunged on the heels of potential peace breaking out). Under the hood, there is some considerable pain in stock land (as momo and retail favorites have all suffered in recent days)
Source: Bloomberg
So, with two dissents (preferring to cut than hold), we anxiously await The Fed Minutes to see what Powell and his pals want us to know about the division w...
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26.07.25 - 19:06
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Memes Over Momo; Retail Hammers Hedgies As Gold & Bitcoin Sink (ZeroHedge)
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Memes Over Momo; Retail Hammers Hedgies As Gold & Bitcoin Sink
Yesterday and today were among the lowest range days for the S&P 500 over the past four years, but, as Goldman Sachs trading floor noted, on the flip side, market volumes remain quite active tracking to the third 20B share session of the week (and highest weekly average volume since April's record-setting volume sessions)...
Source: Bloomberg
It was also quiet on the macro front (outside of tariff talk), with a slight lean to disappointment in the data...
Source: Bloomberg
'Micro' dominated most of the narratives:
EPS recap after week two: 33% of S&P market cap has now reported and so far, 62% have reported EPS beats of >1stdev (vs 48% historic avg), while 12% have reported EPS misses >1stdev (vs 13% historic avg).
Rate-cut expectations drifted lower this week...
Source: Bloomberg
It was a headline heavy day early on as Trump addressed the press pool before boarding Air Force One for Scotland, but market reactions were muted a...
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