Media Says 'Gambling' Trump Got Lucky On The Economy

"Our Military Is Prepared": Havana Communists See Writing On The Wall After Trump's Iran Bombing In a new note from Zoltan Pozsar's advisory firm, Ex Uno Plures, he explained that the Trump administration is "methodically building a portfolio of assets" to pressure China, centered on strategic energy supply nodes and maritime chokepoints that have historically supported Beijing's cheap crude imports. His note highlights the Panama Canal, Venezuelan oil flows, and the broader significance of Iran and the Strait of Hormuz. Taking it a step further, Cuba could eventually be folded...

US Retail Sales Dropped In January As Weather, Weak Gas Prices Weigh This morning's retail sales data is for January (still lagging due to the govt shutdown) and is expected to be a decline (BofA's omniscient analysts see a worse than consensus drop MoM, due in large part to weather disruptions). The actual print was a decline but slightly better than expected at -0.2% MoM. Despite two months of no increase, sales rose 3.2% YoY in January (increased from December) Source: Bloomberg The decline was driven by a decline in sales at gas...

Cybertruck Sales "Propped Up" By SpaceX Buying Spree Bloomberg is out with a new report saying Tesla's Cybertruck sales were "propped up" in the fourth quarter by purchases from companies inside Elon Musk's business empire. SpaceX accounted for 1,279 Cybertruck registrations, or about 18% of all U.S. Cybertruck registrations during the last quarter of 2025. The report went on to say that xAI, Boring Co., and Neuralink also purchased the stainless-steel EV during the period. "That means almost one in every five Cybertrucks registered during the period were delivered from one part...