...these symptoms - narrative delegitimization, institutional fracturing, and crisis fabrication - raise concerns of a partisan bid to subvert democratic mandates.

"Our region cannot afford to see long-standing disputes slip into cycles of confrontation." 

“We want to ensure that the Western Hemisphere remains reasonably stable and well-governed enough to prevent and discourage mass migration to the United States.” 

European bourses attempt to move higher after initial pressure, US equity futures trade with modest gains.

CTAs are now a tail wind... the speed of vol retrace is increasing... after the least volatile week in years ...dispersion in 2026 is consensus, and fully priced

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

We’re 1% off highs with tiny drawdowns, the charts look fine, and fundamentals are stabilizing… but only a fool forgets how quickly Europe can disappoint.

...does Sadiq Khan hate Christmas?

M&A ripping, tech deals exploding, banks hitting ATHs, copper moonshotting, and breadth surging. Breakout regime, or last hurrah?

Some European officials balk at 2027 goal as unrealistic...

Europe does not need more and better targeted government intervention, but considerably less...

...raising questions about the sustainability of Western support in the long term.

BRICS is a huge power factor whose members, partners, and candidates are currently undergoing a severe test...

This is not a civic disagreement between citizens with a mutual love of country – This is a war between mortal enemies who share nothing in common...

Long commodities the best “run it hot” trade in ’26, and long despised oil/energy without question the best “run-it-hot” contrarian trade

...the “largest at-sea interdiction in 18+ years...”

Kids aren’t writing anymore. Artificial intelligence does it for them...

Washington, D.C. and New York have the most extreme income inequality nationwide, driven by favorable tax policies and the concentration of billionaire wealth...

A stark "readjustment" in global priorities...