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Can You Price In No Longer Pricing Things In?

Can You Price In No Longer Pricing Things In? By Michael Every of Rabobank At this point it isn’t a random walk but a determined march: markets have decided the Iran war and the Hormuz blockades are over, and everything is going to be better than normal imminently: the Nasdaq and S&P are at all-time highs and even worries over private credit are receding. In the real world, there are signs that back that stance and ones that say otherwise. Iran warned it could sink US ships in Hormuz if they police...
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Feb 17, 2026 / Dave DeCamp
USS Gerald Ford Crossing the Atlantic Ocean as US Continues Major Mideast Buildup to Prepare for Attack on Iran
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Mar 27, 2026 / Daniel McAdams
New York Times: ’13 U.S. Bases Uninhabitable’ — We Could’ve Just Marched Home
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Feb 25, 2026 / Tyler Durden
Nvidia Smashes Estimates With Record Revenue And Blowout Guidance; Stock Jumps
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...
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