...either: sustained trade chaos, with one set of implications for the world economy; or a US retreat, with another set of implications...

"Coming down the wire..."

Just waiting for the denial now...

"Things are going well, the negotiations are going good, so a lot of positive comments that I think were all a bunch of BS. I think these comments were deliberately floated out there to get the markets to rise..."

So much for the "highest conviction trade"

The media has been promulgating a false claim that children as young as four are being deported...

"...the survey saw some producers report evidence of beneficial tariff-related switching of customer demand away from imports..."

...the conference calls from both META and MSFT were good reminders not to lose sight of the big ball re: AI -- spend, adoption and impact

"Now they will have to pay for military supplies with the national wealth of a disappearing country."

Stocks are overpriced for an economy at peak uncertainty where a recession, and much deeper price declines, could rapidly become the base case...

“DOGE Actions” lead all job cut reasons in 2025 with 283,172...

"So far we’re seeing big tech companies deliver on earnings, which is reassuring"

But while April paints a rosy picture, Deutsche Bank is flashing some warning signs for 2025.

‘China has sought greater influence within the U.N. human rights system and become more aggressive in silencing dissent,’ an investigative report says.

"Trump doesn't want to see a big market crash, so he will be making adjustments..." 

Prescription drugs have jumped 46.2% since 2020

Last-minute hiccups threatened to derail it, but maybe Zelensky finally said "thank you"?...