The Silicon Valley Bank collapse wasn’t unique, it was just first

Here they go again—the war drums on the Potomac are beating so loudly for war against Iran that the CIA stenographers at the NYT have now confidently announced that the next attack will commence this weekend. And yet and yet. Why? The overwhelming fact of life in the year 2026 is that Iran is not […]

Nvidia Smashes Estimates With Record Revenue And Blowout Guidance; Stock Jumps Heading into NVDA's earnings, we said that all else equal, the bare minimum for the stock - which has underperformed peers rather dramatically in recent months - to outperform, was to (solidly) beat expectations of another 2+2 quarter, i.e., beat the guide by $2BN and beat Street expectations for the April quarter guide by $2BN.  What they got was a blowout 2.2+5: Q4 revenues beating by $2.2BN and guidance beating the midpoint by about $5BN Here are the details from the just...

Assistant Secretary of State for Arms Control and Nonproliferation Christopher Yeaw said that there was no informal agreement between the US and Russia to maintain the limits on nuclear weapons imposed by the New Start Treaty. The pact expired earlier this month. During an event at the Hudson Institute on Monday, Yeaw was asked if […]