“As the backbone of the digital economy, compute is the new oil of the 21st century"

Labor unions and major banks are now aligned against it...

Who knew rich people would just move?

"I find myself locally negative risk for a few reasons..."

"Trian in recent weeks has held discussions with outside investors... "

Wheels falling off the bond market. 

...the two assumptions driving the self-feeding bid in stocks are in question.

Described these as aircraft related to high level diplomatic visits & contacts.

The market impact is being driven by misinterpretation rather than policy action...

"The end of the rally could very likely be a Nasdaq level 1 “limit-down”-type trade, and/or with SMH -15% to -20% in a single-session, and slowly moving into Pretty Damn Real Delta..."

"...stick with the long delta / long vol pairing."

In the end, Steyer may not consider the powder worth the prize when it comes to Porter. It would, however, make for a more interesting case than the campaign of either candidate...

'Hostile acts' against island which is home to a major China-funded port project...

"The irreparable harm resulting from the Supreme Court of Virginia’s decision is profound and immediate..."

"I think personally that this is a serious threat on US producers and will strain many..." 

...gives me pause about the fragility building into this rally

...coal is back in demand, so much so that even countries and regions that believed coal use was in an irreversible terminal decline have boosted imports.

Three have died...