Former NY Fed Repo Guru: Powell Will Announce $45 Billion In Bill Purchases On Wednesday

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The Fed will need to buy at least $20b/m for natural balance sheet growth purposes and an additional $25b/m to reverse the reserve over drain, for at least the first 6 months.


Anti-Free-Speech War Escalates As EU Unleashes DSA On Musk's X

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This is just the first salvo in a war that some of us have warned is coming. We cannot be passive at this moment...


"Tactically Vulnerable": Goldman Trader Warns 'Hawkish Cut' Could Hammer Small Caps

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Recall, the Dec 2024 Fed meeting was perceived as hawkish... manifesting major Russell 2k futures supply...


Trump's 3 Choices In Ukraine (A Win-Win-Win For Russia)

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While the outcome is uncertain, the timing is not. We’ll know within a week or two which way this is going...


Iran's Executions Reach Decade High

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...'mostly peaceful' executions?


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Altman Goes Full YOLO While China Builds Top-Tier AI for Pennies

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$488B Burn vs. China’s Cheap AI, Who Wins?

French Government Plan To 'Label' News Outlets Backfires Spectacularly

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France's liberté, égalité, and fraternité won't be buried so easily...


Washington's New National Security Strategy Details How Trump 2.0 Will Respond To Multipolarity

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The grand strategic goal is to restore the US’ central role in the global system, but if that’s not possible... then Plan B is to retreat to the Western Hemisphere...


Indonesia Remains The World's Most Generous Nation

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... the most generous country is not one of the richest in the world.


Pro-Israel Forces Intensify Effort To Control American Discourse

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New extremes in the long-running drive to limit debate about Israel, Palestine 


Americans Worry Most Among Developed Nations About Food Security

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Food and water supplies were not considered a particular issue among developed countries for a long time. But the data illustrates how that is starting to change...


Out Of Sight: Following The Money Trail Of Missing Child Border Crossers

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Federal tax returns for some of these nonprofits show that the ORR contracts and grants proved very lucrative...


Embarrassing: Canada Very Belatedly Removes Syria's Ruling HTS From Terror List

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Decision was "not taken lightly"...


Zelensky 'Systematically Sabotaged' Ukraine Anti-Corruption Efforts, NYT Concludes 

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"it was Mr. Zelensky's government itself that neutered Energoatom's supervisory board."


Where Are America's Dry Counties?

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Hundreds of U.S. counties still restrict or prohibit the sale of alcohol, most heavily concentrated in the South and Midwest...


General Flynn: Strategic Assessment Of Marxist-Style Color Revolution Targeting America

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"The American people have just taken their first full breath after surviving an attempt to smother the Republic through a Marxist-inspired..."


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CDC Advisory Panel Votes To End Hepatitis B Shot Recommendation For Newborns

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The vote was 8-3.


21 States Are At Risk Of Losing SNAP Funding Amid Fraud Investigation

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The dispute pits federal officials against 21 states that haven’t turned over data about how SNAP benefits are used...


Profits, Policy, & Positioning; Citadel's Flows Guru Remains 'Constructive' Through Year-End, Into 2026

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The supply and demand mismatch has turned decisively in favor of the buyside, and if indices push to new highs, FOMO-driven chase behavior could accelerate.


Why Retail Investors Blew Away Hedge Funds, The S&P And Nasdaq, In 2025

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In 2025, retail investors outperformed both SPY and QQQ, thanks to their larger Tech bias and successful risk taking in precious metals during the September and October gold rush.