"No one is long the 30-year (annualizing 15% loss in '24) on debt dynamics/concern slowdown = more fiscal excess; that means lower long yields v obvious “pain trade” in H2"
"This notice is for all aircraft transiting from Hawaii to North America and North America to Hawaii. The following restrictions..."
"We've been out navigating the American healthcare system ... and I almost died."
The agency cited the ‘potential for terrorist attacks, demonstrations, or violent actions against U.S. citizens.’
How will this all end?
Xi & Putin jointly condemn "expansion of military alliances & creation of military bridgeheads close to the borders of other nuclear powers."
"I don't see what the big crime is. I really don't..."
Instead of U.S. President Joe Biden marking a red line in the sand demanding that Israel allow aid into Gaza via ground transportation, his inept diplomatic team sent out a plea for help to the U.S. military...
"Liquidity isn't something that people think about on the way up, but it can become a concern suddenly."
Structurally we still don’t see a case to be long US duration vs the current data set...
"We have seen these riots . . . If New Caledonia has an ongoing problem, then it is going..."
...the fierce party division over the campus protests and the war in Gaza is full of warning signs during the 2024 election year.
Zelensky warns public that more Russian 'waves' of attack coming in Kharkiv...
"This is a guy from a different generation who is used to communicating off the grid," the official said.
"desire to challenge the international rules-based order"
...the Fed assumes that it is in control when history suggests that it isn’t...
Mr. Perry was convicted on April 7, 2023, on murder charges for killing Garrett Foster on July 25, 2020.
Which is of course why schools remained closed, ruining actual childhoods...
Sometimes smart people make remarkably naïve or deeply problematic comments because their view of the world has been molded by narrow ideology, reinforced by significant consensus in their social circles...