...credit is a repricing, not a crisis.

Before we get too carried away with buying the dip on the latest hopes of TACO perhaps it is worth remembering that the advocates of TACO theory are mostly the same people who told us that universal tariffs would never happen...

"I expect we'll probably work out a very fair deal with President Xi of China,"

...your timing needs to be impeccable, or the fundamental setup needs to change... otherwise you’re fighting the Fed AND fiscal stimulus AND US mega cap tech...

Trump: "I think 78% of the land [in Donbass] is already taken by Russia. You leave it the way it is right now."

"a leveraged trade for a scenario of significantly wider credit spreads and increased pricing of Fed cuts; a downside growth tail or credit event."

“Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in the corrections themselves...”

"MSFT CFO Amy Hood and her staff told colleagues that catering to OpenAI's demands could put Microsoft at risk..." 

"This pattern of development is not sustainable, and so growth is at risk of slowing further over the medium-term unless the authorities take much more proactive steps to support consumer spending..."

Federal law prohibits anyone "who is an unlawful user of or addicted to any controlled substance" from possessing a firearm...

The dispute over control of Nexperia is unfolding amid ongoing U.S.–China semiconductor supply chain tensions and export blacklists...

Reason 3: "The United States is pressing allies to meet higher contributions. Any sign of Europe..." 

The CIA intelligence was the exact opposite of reality...

The September CPI report will be released on Friday. There are no speaking engagements by Fed officials this week, reflecting the FOMC’s blackout period.

"The moderate Democrats will move forward and get us an open government..."

US ETF shorts saw the largest % increase in 5+ months.

'I knew that he had left to work for Epstein while this case was pending. I did not know that he is the one that filed these articles of incorporation...'

'Everything, everywhere, all at once... Asset correlations are breaking down...'

Gold's share global reserve holdings has risen from 24% at the end of June to 30% currently taking the spot gold price into account. And once gold tops $5,790, it will become the largest reserve asset in the world

'When you have people knocking on your door and taking you away without due process as a citizen, isn't that what the Second Amendment was written for?'