PODCAST: DHP Villains: Woodrow Wilson, Part 10

TACO Vs TAW: Fade This (Equity) Rally Authored by Peter Tchir via Academy Securities, Ceasefire? The U.S., via Pakistan, and apparently consistent with negotiations being carried out by Witkoff and Kushner, has delivered a 15 point agreement for a ceasefire. Markets responded with oil down (Brent futures, at 5:30 am are back down below $100, from a high of $105 on Tuesday). Stock futures and treasuries are rebounding as well (even the 2-year, after the drubbing it took after yesterday’s auction noticeable for an absence of “direct” bids). Many of the Polymarket Strait of Hormuz “prediction”...

The Israeli military has killed at least 713 Palestinians in Gaza since the signing of the US-backed “ceasefire” deal in early October, Gaza’s Health Ministry said in its daily update on Thursday, as Israeli attacks continue across the Strip in violation of the agreement. “A number of victims are still under the rubble and in […]

2025 New Home Sales Highest Since 2021 US New Home Sales dipped 1.7% MoM in December (after a 15.5% MoM surge in November)... ...but ended the year at 745k - the highest SAAR since 2021... "New" home sales have notably decoupled from "used" home sales in the last few years as homebuilders incentivize buyers (reducing margins) and lower prices (reducing revenues)... Lower mortgage rates support modest further improvements in sales... Will this be Trump's lead on housing affordability? Tyler Durden Fri, 02/20/2026 - 10:24