Tel Aviv increasingly worried about its Evangelical base of support in the US...

REAR VIEW: Trump extends ceasefire but continues Iran blockade; Reports suggest neither Vance or Iran delegation will head to Pakistan for peace talks; Warsh stressed Fed independence & lower balance sheet in Senate hearing; AAPL CEO Cook to step down; AMZN/Anthropic extend partnership; Hotter-than-expected wage UK metrics & much lower-than-anticipated u/e rate; BoJ sources suggest they'll hold rates steady in April; Stellar UNH earnings; Strong US retail sales, but buoyed by gasoline sales; Trump re. tariffs said Switzerland should pay much more, will get that up a little bit.

The Left’s political imagination builds heroes, villains, and entire histories untethered from reality, substituting narrative for fact until it collapses under scrutiny...

Scenes of a sense of normalcy in the bombed-out country...

Although the catalysts of oil, war, bond dysfunction, and bloated stocks may seem modern and unique, the current case for gold is as timeless and constant as nature itself...

"The supply shock is transmitting faster and at a greater magnitude..." 

The oil options market and curve are again pricing tighter coming physical supply as time is running out for diplomacy, with Hormuz still effectively shut and shortages of crude and product growing.

...wall of worry into perpetual lack of resolution drive fear of being caught short...

It's becoming easy to get lost in all the latest developments surrounding OpenAI, Anthropic, Nvidia, and so on...

Micron Technology alone accounts for over half of post-war EPS revisions, with consensus estimates nearly doubling on expectations that ravenous AI demand for memory will persist.

Not a top call… but this is where you start owning downside.

Albany Unified District spends $42,845 in taxpayer funds on exclusive HBCU tour for “young men and women of color” only...

...level of investor interest in AI stocks has not been seen since 1H25... but, meaningful risk that the market enters a short-term consolidation phase before resuming its upward trajectory.

US Senator Thom Tillis said members of the crypto and banking industries still need more time to be heard...

"Anthropic's commitment to run its large language models on AWS Trainium..." 

"Let's get rid of this investigation so I can support your confirmation"

"...left the door open for large scale fraud campaigns on Democrats’ top fundraising platform."