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Is Wall Street's most "consensus" trade about to blow up?

...and now that the best of all possible Brexits is near at hand, the rest of Europe is going to get an object lesson in just how much it costs to keep them around as the UK thrives in the post-Brexit world and why they shouldn’t be afraid of the EU’s wrath...

It just goes around and around and around. Can we get off this ride?

"Since when have clothes been exempt? ...rip the f***ers off..."

Health authorities reported 137 new cases on Sunday in Xinjiang Province.

...we have now fallen deep into a Covidian Cult, a totalitarian psychotic narrative that has little connection to reality or to the facts...

...thus, it’s only natural for the Chinese government to try to oust Trump from the presidency with all available means, including providing financial support to his neoliberal Democratic rivals...

"... need to generate combat power faster than our adversaries is critical to address near-peer threats." 

There is no shortage of science and data to challenge the flawed policies of the nation states whose basic playbook has been: lockdown, close economy, print money, ignore data, and double down...

"The fact that you and HB were lying to Rob, James and I while accepting $5 MM from Cefc is infuriating..."

A sharp, divisive cultural debate in the United States is that of equality of opportunity versus equality of outcome...

It is becoming increasingly clear that dividends—and profits—are no longer king. Today's investors want other things from their oil investments.

And just like that, Vladimir became their hero...

"Mechanically, the market cap of bitcoin would have to rise 10 times from here to match the total private sector investment to gold via ETFs or bars and coins."

There is no way out except inflation...

The controversy is a classic example of how school officials have become emboldened in acts of censorship and speech regulation...

"This event looks particularly dangerous due to a combination..." 

In short, we like our 3100-3550 range on the S&P 500 as a good guide for US equity risk-taking from both a technical and valuation perspective.

"They just started printing that it was "Russian disinformation," knowing there was no basis..."

You don't say?