Stocks Fall, Oil And Rates Rise As Inflation "Roars Back"

"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,...

President Donald Trump did not object to the UK imposing sanctions targeting Israeli settlements in the West Bank during a call with British Prime Minister Andy Burnham. On Tuesday, the UK, France, and Canada imposed the measures in response to Israeli settlement expansion in the West Bank. “So I can announce today that we will […]

Secretary of War Pete Hegseth declared that the new motto of the Americas Counter Cartel Coalition (ACCC) is “we do bad things to bad people.” “The new motto of the ACCC is ‘we do bad things to bad people.’ That’s the mentality I want to have inside this room,” he said on Wednesday. “Ultimately, we’re […]