"Trumpism is causing some volatility, and it is hitting markets at a point where there is an orange flag on the risk of an Equity drawdown (think of TPM 4w change, EM Risk Appetite, Bull/Bear etc.)."
The recent announcements are modestly helpful for homeowner affordability.
"There is zero tolerance for this kind of illegal behavior..."
"The modern kleptocrat does not break the law; he writes the law to make his theft mandatory."
"China has found another soft spot. They can repeat this to demonstrate that they can enter Taiwan airspace with impunity. And what do you do if they start flying lower and lower?
Estimate your earnings
oz
Calculate earnings

"Extremely Dangerous": SDF being sold out while the US watches it happen...
"Pitch us your best 1-mile tunnel idea (Loop, freight, pedestrian, utility, etc.), we’ll pick a winner, and build it…for free!"
What California is now experiencing is not a cyclical tech downturn or a post-COVID-19 pandemic anomaly. It is a measurable, policy-driven decline in relative competitiveness...
Bracing for that next angry Truth Social post...
No ID and mailing in ballots make fraud trivial....
Geopolitics is not the reason to get more cautious...it's rates...
The aggregate data don’t capture the pain experienced by a large segment of society...
“Due to decades of underinvestment, our fire department currently operates with the same number of firefighters as in the 1960s, six fewer stations, and five times the call load...”
"This is shaping up to be a potentially high-impact winter storm affecting a large portion of the Southern and Eastern U.S."

"Memory shortage is real and accelerating due the AI infra demand, leaving a significant shortage..."
Newsom touts California as a model for progress, even as homelessness, crime, and high costs haunt his record...







































