This isn’t leadership… it’s forced buying

"many client calls have started with a discussion on hedging, then a realization that the book has short beta already, and ultimately leads to a "which calls look most attractive" conversation."

"The scary part: he retweeted every mainstream Democrat on this platform."

Axon is an early mover. 

Debt held by Chinese consumers declined 0.4% in the first quarter, marking the first contraction since 1995 when the country faced skyrocketing inflation.

Iran communicated a three-stage negotiating process to the US; 1) focus on ending the war and receiving guarantees, 2) then on the Strait of Hormuz, 3) and finally on nuclear issues.

The far-left British government has refused to maintain a functional navy while alienating the one ally who could have helped them...

Growth is fading, inflation won’t fully crack, and positioning isn’t extreme enough to spark a reversal—Europe remains trapped in a low-conviction, high-uncertainty grind.

“...I kissed her out of the love for children. Back home, all the people do that...”

Despite setbacks, China has become a source of efficiency.

Price insensitive, relentless, and powerful enough to reshape the overall bull/bear debate.

“...totally off the table.”

There is no single definition of Eastern Europe. Its borders vary depending on historical, political, and cultural context...

Iran communicated a three-stage negotiating process to the US. The US cancelled sending Witkoff & Kushner to Pakistan; Trump to hold a situation room meeting on Monday, Axios.

Germany’s crisis is not economic or political failure but an entrenched elite class that governs by moral narrative instead of measurable reality...

Even in free societies, “the most intelligent and independent people cannot entirely escape [the] influence” of state propaganda...

...compute costs exceed staff and other expenses, highlighting how infrastructure - not talent - drives AI spending.

Now, nearly a decade later, the truth is revealed about the deception that lay beneath that grand lie...

And now we wait for Iran to deny the whole thing.