Blue-state governors are furious...

When the biggest name in the industry starts marking down, watch out below. 

...the derisking phase has occurred and investors will need to be more selective from here...

"Yara well understands the importance of its products to customers and will work to bring the operations back online as soon as practical,"

Oh, now it's election interference... 

When the rates market loses control, everything else eventually does too.

Isn't that for horses?

The great problems in the world take two forms... physical constraints.... and people problems...

Investors are finally beginning to price-in the Iran conflict as a longer energy shock, not a temporary geopolitical scare.

Another Cuban blockade coming up?  

The student loan portfolio stands at nearly $1.7 trillion with almost 25 percent of borrowers in default....

The "usual suspects" are causing most of the problems and the fatigue is real...

If Gavin Newsom did that CA gas would fall by .61c/gallon...

US and Iran exchange threats with President Trump announcing a 48-hour ultimatum for Iran to fully open the Strait of Hormuz.

Equity markets remain hostage to the macro tape.... In last 24 hours we have swung from ‘winding down’ to a potential escalation...

Citing 9/11 and Iraq, the judge said in his ruling that transparency was needed because the public has been 'lied to about a lot of things'...

From record cyclical selling to surging front-end yields, markets are pricing the one regime nobody wanted to revisit.

"We would be naive if, looking at what's happening around the world..."