"We prefer investing in stocks already positioned as bottleneck solutions..." 

"A rate inversion would be a sign that the Fed is making a policy mistake... raising rates too much... not healthy signals for the macro economy."

“I hope your venue gets firebombed for robbing my fellow immunocompromised people of their Saturday plans just to scrape extra revenue from ableists..."

US President Trump said he rejected a deal from Iran to open the Strait of Hormuz, but expects talks with Iran to resume this week.

About 140,000 children remain to be found, according to the border czar, and the administration will keep searching through the end of Trump's term.

The Supreme Court previously blocked the state from using the 2025 congressional map in two separate rulings.

An astonishing 65% of Democrats have a positive view. Socialism is now the rage on the left.

SPX doesn't need better earnings. The rest of the market does.

Both sides have improved their hands (or cards) since Geneva, but China is more fixated on its goal and better organized in terms of achieving it, hence concerns for markets AND National Security, on Cheap Chinese Compute.

Announced Sunday its forces have struck 19 ships in Hormuz Strait over past two nights...

If you had told someone on January 1st that the S&P 500 would be up 13% with the US 10-year yield 100bp higher, they probably would have wagered, with reasonable confidence, that the equity risk premium (ERP) would have fallen...significantly.

The executive had also fraudulently secured $150,000 in COVID-19 pandemic relief loans...

Washington has a message for America's uranium enrichers: move faster…

Truth, consequences and pain are on their way... And... no one is prepared psychologically...

"I've had robust discussions with the president," said Overton, who was part of Trump's first administration.

...the real consumer credit stress is hiding exactly where the headlines aren’t looking...

Every bit of bad news seems to digested and explained away and every bit of good news heralded as the first step in a path to normal...