DOWN WITH AMERIC-AAAAAAAHHHH

This has resulted in “missed flights and massive delays during peak travel"...

"What I am looking for next is that they have meaningful cells in the Tri-Border Area of Latin America, West Africa, and elsewhere." 

REAR VIEW: Trump said war with Iran could be over soon; G7 to discuss SPR release tomorrow; Trump doesn't rule out seizing Iranian oil; Trump told China fentanyl tariffs will be reimposed under a different law; Trump to review options to combat oil spike; NY Fed inflation expectations little changed; Macron is setting up ship-escort mission to reopen Strait of Hormuz; Mixed reports around Saudi oil production cuts.

...passing the SAVE Act is as consequential as ridding the Middle East of its chief chaos agent...

Never underestimate the power of the hammer.

"More like nothing on AIS." 

Swalwell “appears to live in California on paper only”...

"We are now Tactically Bearish... there has been a lack of extreme de-risking with positioning currently neutral... A definitive off-ramp to the conflict will end this tactical call"

Software is trading ~2 standard deviations below its 5-year valuation. That rarely lasts.

One Israeli killed, others seriously wounded...

Technological revolutions often coincide with speculative manias...

"The President is trying to exploit a little-known statute as a means for his tariffs and is again proceeding unlawfully..."

The Pentagon used a laser to shoot down what it thought was a ’seemingly threatening' drone operating near the U.S.–Mexican border...

Just before the Iran war which sent oil prices soaring, the US economy was in surprisingly good shape according to the latest NY Fed consumer expectations survey. 

“These hospitals aren’t, you know, having a ‘come-to-Jesus’ moment... that they realize this thing is wrong,”

The sequencing was deliberate...

President Trump told The Times of Israel that Iran was "going to destroy Israel and everything else around it"...