Truflation showed more inflation, sooner than CPI did back during time “transitory.” Again, had the Fed given this data set some serious consideration, we would have stopped QE earlier and hiked sooner. The Fed should cut, but they won’t.

"We are focused on onshoring critical and strategic mineral essential to the semiconductor supply chain and US national security". 

This is Newsom in full form. California—a slice of Europe on the American West Coast.

The device works by capturing heat absorbed by the Earth during the day and radiating it out at night, offering a way to generate power when traditional solar panels are inactive...

"It's been revealed Minneapolis' Antifa General .." 

It’s embarrassing living under the rule of a quasi-fascist corporate governmental bureaucracy built on a funeral pyre of lies...

Decade-to-date: $1.6tn into US large caps vs. $6.1bn out of small caps — rotation still has room.

"Thankfully for my portfolio Trump has got no intention of improving the affordability of equities"

"Senate Democrats will not provide the votes to proceed to the appropriations bill if the DHS funding bill is included..."

 

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...