At current valuation levels, stocks don’t need a crisis to fall; they only need disappointment...

...key strategic conviction that UST vs German yield spreads continue to widen from the lows...as the market reprices the US cyclical outlook.

Serfdom or Sovereignty (“SoS”) – that’s the choice now and most people aren’t even aware of it...

"...If he brought the knee pads, maybe that was for his meeting with Alex Soros."

Shift in relations and unpredictability of Donald Trump make it ‘risky to store so much gold in the US’, say experts...

... the U.S. also currently maintains over 50,000 troops across around thirty permanent bases in Europe

In the first quarter of 2026, the global energy storage market is no longer a playground for visionaries... it is a graveyard for the undercapitalized...

"You're supposed to make money with energy, not lose money." 

AI dominance won’t be decided by who writes the best code. It will be decided by who can power the most machines, the longest, at the lowest cost...

Whatever the barbarians may be plotting, the fact that matters is that China is already deep into the next phase, where it is expected to replace the US as the world’s primary consumer market...

While troop numbers matter, they do not tell the full story...

"He will lose his finger."

The problem is the power in Washington, not who holds it at the moment... 

"Energy is the chokehold to kill the regime."

...it added money to programs that the branches themselves did not request - or, in some cases, explicitly asked to cancel.

"When a supposed ‘peaceful’ protester brings a weapon (such as a loaded handgun) and brandishes it, there are going to be severe consequences and repercussions..."

US resilience, EU shakeout, UK politics, & Japan's 'wild west'

Days after Bessent boasted at Davos that US sanctions aimed to cripple the economy so people would take to the streets.

"This is legitimately one of the biggest storms I can recall tracking." 

Transportation Secretary threatens to strip the Golden State of all commercial licensing power as federal-state standoff escalates...