Welcome to Isla de Margarita...

"You never see these things coming..."

The Coast Guard responded and found dead bodies floating in the ocean....

And if it’s the latter, is the AI buildout and all its major players already too-big-to-fail?

"There is no enrichment right now because our facilities - our enrichment facilities - have been attacked," FM says.

“No one needs a year-end rally in 25. Been a great year, people are cleaning up their books. Pre-positioning for 26. People think a Q1 boom. Then May 15th is the first day of the new Fed Chair."

"The bulk of central bank easing is behind us…"

 Loomer said Korb had too much past association with Democrats.

The diplomatic spat between the two nations escalates as Beijing told nationals to avoid traveling to Japan.

"I view those few incidents as idiosyncratic but expect more of these..."

Ah...

We enter 2026 constructive on risk assets, recommending an overweight in stocks, equal weight in fixed income, and underweight in commodities and cash

... adding more leverage to the system, sustaining the economy, supporting asset values

Solar dominated capacity additions, according to FERC’s monthly report, while a controversial gas pipeline project from New Jersey to New York got a green light...

Why do Democrats protect criminal illegal aliens? 

Desire to migrate among younger American women has quadrupled in the past decade...

Rotation? Yes. pAIn Ahead? Likely Smooth Sailing? Unlikely