“Equities may welcome any sign that Hormuz could be reopened, but with further strikes still being threatened and diplomacy still patchy, conviction is low and positioning is likely to stay very twitchy.”
When understood as a wave, the current Everything Bubble is not sustainable...
The biggest development over the past two weeks has been the sharp tightening in global financial conditions...
Swapping a dependency on Middle Eastern hydrocarbons for a dependency on Chinese processed metals?
A wave of layoffs across U.S. supply chains - from EV battery plants and auto parts factories to warehouses and rail terminals - has affected nearly 4,000 workers in recent weeks...
"An equity market decline matching the most severe oil supply shocks in recent decades would reduce the S&P 500 level by 19% from current levels to 5400, bringing the P/E multiple to 16x."
"Still very quiet in the Strait .. will that change next 24 hours?"
...in all countries surveyed, women were more likely to have experienced a sleep disorder than men.
"It is bubble economics and also control..."
390 new billionaire were minted in the last year, translating into more than one a day and pushing up the number of billionaires worldwide to more than 3,400...
Bavarian state legislator René Dierkes had his home and offices raided in a move critics say represents political pressure on free speech of an elected politician...
Some ultra-wealthy nations, including Singapore and Qatar, do not make the top 20 for happiness...
"It's outrageous that the Muslim perpetrators are apparently being protected here to avoid stigmatizing them, while the victim is being abandoned. This attitude is completely unacceptable"
Two decades after Iraq, how much has changed?
Americans accumulate about $398,000 in credit card debt over their adult lifetimes, on average... but it varies significantly by state.






































