You need dollars to buy US stocks...

Declines in Treasuries and the dollar have much higher political costs than those in stocks...

Meta’s fate hangs in the balance in the case, which could force it to sell off some of its biggest properties...

Another mixed quarter.

“Tough times” at the trendy $700-a-ticket festival where Nachos cost a hundred bucks..

"Sell-the-rips in risk assets until a. Fed cuts break liquidation cycle of “higher yields, lower stocks, lower US$”, b. US-China trade war eases to reverse recession momentum, c. US consumer purchasing power rises via real wages..."

Total AI infrastructure by Nvidia could total $500 billion over the next four years.

...suggests investors remain defensive tactically as markets reprice stagflation risks.

"Apple is very serious about auditing multiple sites in Thailand for component..." 

 

"Today's announcement reflects our commitment to sharpening our focus, lowering our expense structure and strengthening our balance..." 

For the 2nd time in less than a week, the White House has dialed back a major component of its tariff policy...

“President Trump promised mass deportations, and by removing the monetary incentive for illegal aliens to come and stay, we will encourage them to self-deport,”

"The US market remains relatively expensive, while EPS downgrades are intensifying"

The beta — how much a security fluctuates relative to the broader market — of the VIX and the equity measure remained stable in recent weeks despite a slight increase this month. 

"CBS is not a "News Show," but a dishonest Political Operative simply disguised..." 

No sir, it is not...

"The math just doesn’t work..."

If in the end, the imbalance is too big, and the interventions are insufficient, then the incumbents who tried to stubbornly maintain the status quo are forced to accept reality and capitulate. It's always ugly... this is the way that systems restore balance

...expelling people for their beliefs might be bad for business

If you’re managing serious capital, where else do you go? European bonds? Gold or crypto? All too shallow...