Some strategists expect an easy hand-off from Tech-led Growth to broad cyclical strength (Barry and his team do not!)

...reports of a bubble are exaggerated (for now) but here's what could go wrong.

REAR VIEW: NY Fed Survey headline disappointed, but outlook was more optimistic; Ukraine's top negotiator said real progress achieved in talks with the US; RBNZ Governor suggested market conditions have tightened “beyond” what RBNZ intended; Strong Japanese Tankan survey; Fed's Williams said Fed policy has moved toward neutral from modestly restrictive; Miran toes usual dovish tune; Collins supported 25bps rate cut, but said it was a "close call".

“Election denier” is a curious term. It implies that anyone who even questions the validity of an election is not right in the head, maybe even. . . a heretic, a sociopath, a criminal, an enemy of the people! 

Small Caps and big bitcoin bore the brunt of the anxiety-induced selling ahead of tomorrow's 'double whammy' of jobs data...

"800 cameras on campus and you're putting this nonsense out?"

Is BTC about to seriously take out the big trend line?

$400 million sub reportedly taken out...

The fundamental problems of our society can largely be traced back to the collapse of reproduction rates. These are a symptom of dysfunction in the machinery of the social factory. People are losing faith in the future...

"Young people are consuming anti-Western content all day, both in schools and on social media. Much of it is produced by activist nonprofits that operate relentlessly..." 

This long-running saga never should have begun...

Just 12% of investors said they would trust AI to handle retirement planning...

Last week, Trump threatened to raise tariffs on Mexican imports by 5 percent if the country failed to swiftly deliver the water it owes...

The benchmark for wealth in America has undergone a dramatic transformation...

Narrowly avoids with transponder off...

The most brilliant move is often the boring one, as bull market geniuses always get crushed when reality returns...

"I think the two Kevins are great," said Trump...

... and specifically whether the costs of developing the technology will be matched in terms of the productivity growth it can create. 

"Power. Unlike on Earth, solar power in space is effectively uninterrupted..." 

"Jail records provide few details but say Nick Reiner was held on $4 million bail."