“Trump has done so much damage to libtardery that the Democrats will need a decade of uninterrupted power to undo it, which they're not going to get...”

Trump said he is okay with Iran suspending nuclear programme for 20 years, but there has to be a real commitment; Trump leaves China; Trump said they may or may not approve Taiwan weapons; Iranian Foreign Minister remarked contradictory messages from the US remain the main issue & "we have received messages from the US saying that they are seeking continued talks".

The warehouse initiative has become a central part of the Trump administration’s broader deportation agenda...

When bonds sell off, equities rarely digest it well. If we start getting sustained bond market volatility again, then all else equal you see risk off behavior... 

"While understanding that potentially adding trillions of dollars of market cap is worth discussion..." 

Six new reactors reach full-scale construction this year, and none of them are in the US...

...subjected to a bizarre class where one of the university’s “activists-in-residence” showered them with anti-Semitic postings and racist rhetoric...

"You're a fake guy. We had a total military victory... I actually think it's treason."

...markets now see BOTH more growth and more inflation than they did pre-conflict.

It's very simple: stop trying to reinvent the [nuclear] wheel...

...this resolves with the high-momentum (tech/AI) unwinding lower.

"This is the first time post-pandemic I’ve felt the frenzy and comeback of a true spring market..."

Short squeeze risk is building rapidly in software, now sitting at the 100th percentile versus the past six years.

"In most every single client meeting... the question of how the tape will absorb a series of mega IPOs comes up..."

“What if Warsh’s assignment is ‘We need someone with the guts to usher this sucker down?’”

Opposition to massive data centers is growing - last year $152 billion worth of data center construction was blocked.

"The US gasoline market has become very tight, with inventories drawing at a rapid average pace of 0.7mb/d since April 1st to 5% below their historical seasonal median this week" - Goldman