USAID Funded Aid Programs Abroad, But Mainly Was a Jobs Program for Progressives

"This Chart Should Stop You Cold In Your Tracks" Submitted by QTR's Fringe Finance One of my favorite contrarian analysts to read posted a great thread this week noting what he sees as one of the most overlooked risks facing U.S. equities in 2026. Gordon Johnson argues that an unprecedented wave of equity issuance could overwhelm available investor capital. In a great thread on X, Johnson, of GLJ Research, argued that investors should not interpret the current IPO boom as a sign of market strength. Instead, he contends that history suggests record issuance periods...

S&P500 Futs Jump, Bonds Rally, Oil Tanks On Axios Report U.S.-Iran Nearing Deal Axios reports that the White House is nearing a preliminary deal with Iran to end the war. This is based on a 14-point, one-page memorandum that creates a 30-day negotiating window for a broader nuclear and Strait of Hormuz deal. News of this sparked risk on in U.S. equity index futures, WTI fell to the $95-a-barrel handle, and U.S. Treasury yields dipped. "The U.S. expects Iranian responses on several key points in the next 48 hours. Nothing has...