Crowded Semis, Gamma Gone, Squeezy Gold

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Tech now trades at the same forward P/E as Staples.

Dozens Dead After Mexican Special Forces Kill Cartel Boss "El Mencho" As U.S. Braces For Spillover

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"This is undoubtedly the most important blow that has been dealt to drug trafficking in Mexico since drug trafficking existed in Mexico." 


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Sky-rocketing rates of skin disease have tens of millions of American searching for a solution.

Sponsored Content By The Wellness Company


Newsom Says He's Like Blacks Because He 'Can't Read' And Got Low SAT Score

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You're doing great, Gavin...


"The World Is In Peril": Anthropic's Safety Boss Quits

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“...our wisdom must grow in equal measure to our capacity to affect the world, lest we face the consequences.”


Iran Strike Debate Erupts: Joint Chiefs Chair Allegedly Resists, Trump Fires Back

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Caine warned that war plans under consideration carry high risk of significant American & allied casualties.



Risk-off trade as AI disruption fears mount while Trump hikes tariffs - Newsquawk US Market Wrap

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Research firm raises AI disruption fears; Trump raises Section 122 tariffs to 15% from 10%, threatens even higher tariffs; EU Parliament agrees to postpone vote on EU-US trade deal; Fed's Waller says March decision is a coin toss; Witkoff and Kushner to meet Iran on Thursday; Pentagon pushing Trump for diplomatic approach; US's Rubio weekend visit to Israel postponed to Monday; Hungary said it will block EU Ukraine decisions until the Druzhba pipeline flow resumes; Novo Nordisk CargriSema trial disappoints; PYPL reportedly attracts takeover interest.

"Weapons-Grade Mind-F**kery": A Campaign Of Bad Faith And Ill Will

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...the Democrats animating principle: grift for grift’s sake, power to just keep it all going and continue to cover up the crime behind it.


Remember What Markets Did Last Year? It’s Setting Up Again.

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Gamma is gone. Liquidity is thin. That’s not a good combo.

Mexico's Cartel Decapitation Strike Fallout: "Not The End, Just The Beginning"

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... warning of a "Mexican Civil War," claiming the cartel is enraged and has entered "insurgency mode," starting with a takeover of Jalisco and preparing "inevitable" actions on US soil.

 


What Causes Stagflation?

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Increased money supply sparks an exchange of nothing for something. This diverts resources from wealth-generators to non-wealth generators. Consequently, this weakens the wealth-formation process and, in turn, weakens economic growth...


Khamenei Prepares Secretive Succession Plan In Case He's Assassinated 

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Other top leadership roles ordered to name up to four replacements...


AOC's Ignorance Is No Laughing Matter

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Ocasio-Cortez’s Munich performance was laughable... but her nostalgia for workerist politics ignores a century of Marxist failure, revisionism, and the authoritarian wreckage that followed...


Gold Breakout Or Blow-Off? Monthly RSI 96 As Dealers Fuel The Rally.

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Gold specs are still in denial.

IBM Plunges After Anthropic's Latest Update Takes On COBOL

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Anthropic creator Dario Amodei is making Claude disruption personal...


Supreme Court To Hear Lawsuits Over Americans' Seized Assets In Cuba

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The U.S. Supreme Court is poised to hear two cases on Feb. 23 about U.S. business assets that Cuba’s communist government seized decades ago...


Goldman Sachs Hikes Year-End Oil Price Forecast By $6 Per Barrel

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...much of the global surplus continues to materialize as rising inventories of sanctioned crude "stuck at sea"...


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Goldman: Investors Brace For Crash As Desk Activity Is Indicative Of VIX At 35

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"Investors continue to take down risk in what feels like preparation for the index to finally reflect what single stocks have been saying for a while (i.e. “something’s got to give”)." - Goldman's Brian Garrett


Plan B-2

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Surely by now we must realize that if plan A fails, there is always plan B-2.


Judge Says Jack Smith's Final 'Mar-a-Lago Docs' Report On Trump Can Never Be Released

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"The Court need not countenance this brazen stratagem or effectively perpetuate the Special Counsel’s breach of this Court’s own order..."


EU Leaders Furious At Hungary's Double Veto Defeat Of Anti-Russia Measures

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Orban strikes again...