Aaaand It's Gone... PE Shop Thoma Bravo Writes Off Over $5BN From 2021 SaaS Firm Acquisition

The fangs of the US Empire are now being bared against not only the Cuban people but also against the American people. The Empire has issued subpoenas to two American citizens — Medea Benjamin, founder of Code Pink, and Hasan Piker requiring them to provide Empire officials with detailed information about a trip that Benjamin […]

"Green-Dot Sunday" Is Non-Negotiable: Oil Up, Stocks Down As War Begins 2nd Month As last week wore on, it felt increasingly like the market was transitioning from pricing inflation risk (from a 'brief' energy supply shock) to weighing a demand-shock-driven growth scare (from a longer lasting disruption) as bonds rallied in the face of higher oil and lower stocks (stagflation). Last week saw three attempts at unilateral de-escalation (5-day delay, 'ceasefire' proposal, 10-day delay) met with even more supply as the apparent 'Trump Put' or 'TACO' trade is losing its power. Simply put,...

"Optimism Has Picked Up": Retail Operators See Consumer Relief After Gas Prices Tumble As soon as the national average for 87-octane gasoline at the pump dipped below the politically sensitive $4-a-gallon level early last week, we observed multiple institutional desks begin to forecast that the light at the end of the tunnel was beginning to materialize for consumers, especially working-class households that have been financially battered by surging fuel prices over the past several months. UBS analyst Mark Paski told clients about "early signs of a turn in U.S. consumer discretionary." Then,...