"China has used the drills & its military playbook to prepare for the invasion of Taiwan."

...more inflation expectations nonsense from the New York Fed and economists yet again

"We continue to expect that the oil market will remain in unsustainable deficits at current prices. Balancing the oil market therefore still requires oil demand destruction on top of the ongoing economic slowdown."

...the surge in the M2 money supply is now over. Without further stimulus, earnings must eventually revert to economically sustainable levels.

"Until inflation abates and the Federal Reserve rebalances its priorities away from inflation and toward growth, tempting rallies are likely to remain unsustainable."

"On August 8, 2022, the Russian Federation officially informed the United States via diplomatic channels that our country is temporarily exempting its facilities from inspection activities under the New START Treaty"

EU sanctions are preventing Russia’s transit payment...

Three of Wood's funds collectively sold more than 1.4 million shares - or about $75 million worth of COIN - on July 26. It's up more than 80% since then. 

"The data is rather persuasive..."

Apple's decision has already been criticized...

Were it not for ECB's country-specific QE, Italy's bond yields would be soaring...

Starting with the wealthy...

Still won't endorse Pelosi's decision to visit Taiwan, saying, "That was her decision."

Held its own COVID-infected citizens in quarantine camps...

French authorities have allowed five nuclear power plants in France to continue operations and discharge hot water in rivers even during another heatwave as the country looks to keep its electricity generation stable and conserve natural gas for the coming winter.

"with commodities lagging other risky assets, we shift some of our risk allocation from equities to commodities."