Hartnett: This Is The Obvious "Pain Trade" Of The Second Half Of 2024

teaser image
teaser image

"No one is long the 30-year (annualizing 15% loss in '24) on debt dynamics/concern slowdown = more fiscal excess; that means lower long yields v obvious “pain trade” in H2"


NOTAM Sparks Confusion Over Possible Russian Hypersonic Missile Test Off California Coast

teaser image
teaser image

"This notice is for all aircraft transiting from Hawaii to North America and North America to Hawaii. The following restrictions..." 


Boeing Whistleblower Autopsy Report Released As Police Wrap Up Probe

teaser image
teaser image

The former Boeing employee was involved in a lawsuit related to the jetliner maker’s quality issues.


Biden Administration Considering China First Aviation Policy

teaser image
teaser image

This situation gives Chinese air carriers, and other foreign carriers, a big competitive advantage because they are continuing to fly over Russian air space...


The UBS Precious Metals Team Visited China's Gold Markets: Here Is What They Found

teaser image
teaser image

Of around 3,500 tonnes of gold that is dug out of the ground every year, China consumes around a third of it and produces around 350 tonnes.


Rep. Gooden Introduces Bill To Support Taiwan's Inclusion In Interpol

teaser image
teaser image

The bill would create a strategy to obtain Taiwan’s membership not just in Interpol, but other international organizations such as the WHO.


Smells Like A Summer Rally

teaser image
teaser image
Most indicators are far from extreme

George Washington Warned Against A 'Passionate Attachment' To Israel

teaser image
teaser image

"...such attachments are particularly alarming to the truly enlightened and independent patriot"


Ex-CDC Director Says It's High Time To Admit 'Significant Side Effects' Of COVID-19 Vaccines

teaser image
teaser image

"We kind of got cancelled because no one wanted to talk about the potential that there was a problem from the vaccines," Dr. Robert Redfield said.


House Republicans Express Concern Over Sharp Uptick On Chinese Migrants Illegally Crossing Border

teaser image
teaser image

Newly released numbers show more Chinese nationals crossed the southwest border illegally this April than during all of 2022.


Eric Cartman Goes On Ozempic

teaser image
teaser image

"We've been out navigating the American healthcare system ... and I almost died." 


US State Department Issues 'Worldwide Caution' Alert For Americans

teaser image
teaser image

The agency cited the ‘potential for terrorist attacks, demonstrations, or violent actions against U.S. citizens.’


Fierce Fighting Gets Closer To US-Built Gaza Pier Just As Initial Aid Rolls Off

teaser image
teaser image

How will this all end?


Ex-CIA Ray McGovern: Russia & China - Two Against One

teaser image
teaser image

Xi & Putin jointly condemn "expansion of military alliances & creation of military bridgeheads close to the borders of other nuclear powers."


Bill Maher Scolds Pearl-Clutching Lefties Over Harrison Butker Tradwife Speech

teaser image
teaser image

"I don't see what the big crime is. I really don't..."


Why Did The US Spend $320 Million On A Rube Goldberg Pier For Gaza?

teaser image
teaser image

Instead of U.S. President Joe Biden marking a red line in the sand demanding that Israel allow aid into Gaza via ground transportation, his inept diplomatic team sent out a plea for help to the U.S. military...


Sternlicht's Starwood REIT Running Low On Cash As Redemptions Soar Amid CRE Storm 

teaser image
teaser image

"Liquidity isn't something that people think about on the way up, but it can become a concern suddenly." 


Goldman Suggests "Caution" Around Data-Surprise Dump, Sees "Gradual, Shallow Cutting-Cycle

teaser image
teaser image

Structurally we still don’t see a case to be long US duration vs the current data set...


Nickel Prices Log Best Week In Over A Year As Riots In New Caledonia Spark Supply Concerns

teaser image
teaser image

"We have seen these riots . . . If New Caledonia has an ongoing problem, then it is going..." 


Billionaires Funding Protests Donate Millions To House Dems

teaser image
teaser image

...the fierce party division over the campus protests and the war in Gaza is full of warning signs during the 2024 election year.