Polymarket odds currently see Newsom losing to VP J.D. Vance, with 17 percent against 22...

"Kharg is by far the most strategically important economic target." 

SPX: six months, ~200 points.

Many students are chronically absent or have dropped out of school.

All is well in the world again. 

She's gonna get roasted alive...

47 to 53

...investor sentiment and flows lead us to believe the only way up is down from here.

Oh now Germany wants nuclear...

"God created war so that Americans would learn geography"

― Mark Twain

Oh?

Iranian official denies NY report that Iran reached out to CIA for talks to end the war; ADP monthly growth accelerates more than forecasted; EIA crude stocks build more than expected; Aluminium Bahrain declares force majeure; QatarEnergy declares force majeure; Houthis may attack Saudi energy sites; Australian Q4 GDP growth tops expectations; Swiss Inflation comes in hotter-than-expected; SNB Vice Chair says ready to intervene in FX; Mixed China PMIs.

"The solution isn’t to limit access, it’s about smarter use..."

"We assume that Strait of Hormuz oil exports remain flat at current levels (estimated at around 15% of normal) for an additional 5 days before gradually recovering to 70% in the next 2 weeks and then to 100% in the subsequent 2 weeks." - Goldman

Hegseth addresses question of NATO direct involvement...

‘California’s tax laws incentivize homeowners to stay in their homes for a long time,’ Redfin said. 

...amid significant geopolitical chaos, crypto markets demonstrated absorption capacity, outperforming traditional safe-havens like the USDollar and Gold...