CASHMAN: ELIZA BLEU AND THE PERPETUAL TRAUMA MACHINE—PART 1

The Trump administration is planning to build a 5,000-person military base inside Gaza, the Guardian reported on Thursday, citing contracting records from the so-called “Board of Peace.” The report said that the base would take up more than 350 acres of land in southern Gaza and is envisioned as a future base for the international […]

Headlines shifted by the hour, but the stakes stayed high. We start with the last U.S.-Russia arms control guardrail, New START, and ask a simple question with massive consequences: extend the treaty and keep limits plus inspections alive, or gamble everything on a brand-new deal that tries to rope in China. We break down why […]

Futures Fall As AI Selloff Resumes US equity futures woke up after President's Day and chose to resume their selloff (after a modest bounce on Monday's holiday failed to hold) dragged by Tech, as the risk-off moves on AI disruption fears continue. As of 8:15am ET, S&P 500 futures were down 0.5% with Nasdaq 100 contracts falling 1.0%. In premarket trading, all Mag 7 stocks are lower and Semis are being pressured with AVGO / NVDA lower by more than 1%. Pockets of outperformance (and higher absolute returns) can be found...