...obesity, space exploration, tax-refund beneficiaries, strategic national interests, and cyclical laggards.

Bond volatility melts down, gold volatility screams — can both be right?

The attempt to redistrict the commonwealth, mid-decade, could have shifted enough congressional seats in Virginia to give Democrats a 10-1 advantage over the GOP...

Going forward, expect less of a tailwind from CTAs...

An upgrade to growth, less downside risk to employment, and a dovish hold.

Tehran has made clear it is not executing any protesters amid Trump threats...

Asian AI Eats BTC.

Trump insisted that "zero" oil would be sent to the island...

Crashing dollar sets off EM spot up, volatility up panic.

Total crude and fuel stockpiles fell last week for the first time since early December led by a surprise crude draw (bigger than the small one reported by API)...

"...working to strengthen our organization by reducing layers, increasing ownership, and removing bureaucracy.."

"...the US always has a strong dollar policy."

If the Dollar can be weakened without losing its status as the reserve currency, the Trump administration may consider that a welcome development.

“You know, Bovino’s very good, but he’s a pretty out there kind of a guy, and in some cases, that’s good; maybe it wasn’t good here.”

The tech show starts tomorrow with over $10 trillion in market cap reporting in the next 48 hours...

...but 'Gamma Wall' may stall progress.

Tehran responds to Trump, who says "time is running out"...

The regime still feels like an inflationary boom, with nominal growth doing much of the heavy lifting for corporates...