"The Bear Camp Has Become Too Popular": Citadel's Rubner Turns Bullish, Gives 10 Reasons Why

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After feedback on the ground from a global marketing tour, I am taking off our tactical bearish equity call from February, as sentiment has materially weakened and the bear camp has become too popular. 


Iran Signals 'Prolonged War' As US Strikes Go Deeper, Tanker Hit By "Large Explosion" Off Kuwait, Leaking Oil

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Iran claims it hit US warship with missiles 600km away in Northern Indian Ocean.


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Sky-rocketing rates of skin disease have tens of millions of American searching for a solution.

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In "Historic Day For Nuclear Industry", Novel Technology Reactor Gets First Federal Permit In A Decade To Start Building

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"Today is a historic day for the United States’ nuclear industry."


How Operation Epic Fury Unfolded

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The Pentagon, restrained for decades from attacking Iran, needed less than 10 hours to launch after getting the ‘go order’ from the president.


Why The GOP Could Defy Precedent And Win The Midterms

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The ideological fundamentals aren't moving in the left's direction either...



Under Beijing's Wing: Iran's Arsenal

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Addressing the Fatal Flaw 


Tanker Hit By "Large Explosion" In Waters Off Kuwait, Causing Oil Spill

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A "large explosion" took place 30 nautical miles south east off Mubarak Al Kebeer, on the coast of Kuwait. The report notes that "there is oil in the water coming from a cargo tank" which could have a disastrous environmental impact.


China-Linked Bulk Carrier Exits Strait Of Hormuz Without Incident

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Iron Maiden makes the turn.


The Iran War Exposes The Farce Of American "Representative Democracy"

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There is no “we the people.”


Israel Officials Get Blunt On Iran Aims: 'If We Can Have A Civil War, Great'

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Surprising FT report: "Israel couldn't care less about the future…or the stability of Iran."


Who Will Be The 2028 Democratic Presidential Nominee?

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Polymarket odds currently see Newsom losing to VP J.D. Vance, with 17 percent against 22...


Will Trump Seize Or Destroy Iran's Oil Export Island?

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"Kharg is by far the most strategically important economic target." 


Stocks Still Stuck — Oil Volatility Remains Elevated

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SPX: six months, ~200 points.

Degraded Schools

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Many students are chronically absent or have dropped out of school.


Stocks & Software Soar, Oil Snores As Traders Forget About The War

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All is well in the world again. 


Pam Bondi Subpoenaed In Epstein Investigation By House Oversight Panel

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She's gonna get roasted alive...


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Senate Rejects Measure Aimed at Blocking US Attacks on Iran

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47 to 53


'Let Them Eat Pi': Goldman Flows Gurus See Seasonals Soggy 'Til March 14th

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...investor sentiment and flows lead us to believe the only way up is down from here.


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Data releases were mostly encouraging as ISM Services PMI and ADP Employment Change topped estimates.

The Global Race To Unlock Nuclear Fusion

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Oh now Germany wants nuclear...