The Pentagon Just Took An Equity Stake In A Goldman Idea Dinner “Consensus Short” Not that long ago, when looking at the stock most likely to benefit from the US government’s transition to realpolitik statecraft, we listed two companies as most likely to be on the receiving end of Trump admin’s generosity, largely due to their critical position in the rare earth element supply chain: MP Materials (MP) and USA Rare Earth (USAR).  […]

Inflection Time? Authored by Russell Clark via Capital Flows & Asset Markets, A well spent youth travelling around the world in my early 20s meant that I was very old to join UBS as a graduate trainee at the age of 25. I was even older to start as a fund management research analyst at the age of 27. I was extremely hungry for success, and I would spend all my time studying what the successful fund managers at my firm were […]

Pounce! Democrats Suddenly Care About Epstein Files, Move To Force Disclosure And just like that, Democrats suddenly care about the Jeffrey Epstein… with House reps. preparing to introduce measures this week aimed at mandating the release of documents related to the late financier and convicted sex offender Jeffrey Epstein. The effort follows a recent Department of Justice memo claiming no official “ client list” of powerful […]

Will John Brennan Ever Tell The Truth? Authored by Victor Davis Hanson via American Greatness, When asked why the current Department of Justice might be investigating him, former CIA Director John Brennan answered, as was his wont, with a complete lie: “I am clueless about what it is exactly that they may be investigating me for.” Clueless? Hardly. Brennan knows full well that his fingerprints are on some of the greatest […]

Relative Returns Or Absolute. What’s More Important? Authored by Lance Roberts via RealInvestmentAdvice.com, A couple of years ago, I wrote about absolute versus relative returns. Given the latest market run, I am getting a lot of questions about chasing returns, and individuals comparing themselves to the S&P 500 index. Historically, trying to beat a benchmark index leads to poor outcomes. However, understanding absolute and […]

Trump Admin Cooking On Major Criminal Conspiracy Case Against Russiagate Plotters: Report While President Donald Trump may have poured gasoline on the Epstein fire – calling it a Democrat psyop and telling MAGA ‘not to waste time and energy’ on such matters in a massive wall of text on Truth Social – something in his message may have hinted at what’s next on the DOJ’s agenda… “Why are we giving publicity to Files written by […]

Watch: This Guy Must Really Regret Heckling Tom Homan… Authored by Steve Watson via Modernity.news, Border Czar Tom Homan appeared at TPUSA on Saturday to give a speech on border security, and at one point was interrupted by a wannabe heckler. Homan absolutely annihilated the guy and made him wish he’d not even bothered. The heckler pathetically said “Are you an MS-13 member?” while holding up a photoshopped picture […]

Next Auto Revolution: Tesla Integrates Grok AI Chatbot In Vehicles  Elon Musk’s xAI team recently unveiled its latest Grok model—one Musk called both “remarkable” and “a little terrifying”—as AI chatbot development accelerates into hyperdrive. Musk also announced that Grok will soon be integrated into Tesla vehicles, with the rollout expected as early as next week. On Saturday, Tesla released a short video showcasing a vehicle […]

The King Of Fedsailles By Bas van Geffen, Senior Macro Strategist at Rabobank Team Trump has not lessened their attacks on Fed Chair Powell. Last week, the Director of the Office of Management and Budget berated Powell for what he considers to be “too lavish” of a renovation of the Federal Reserve building – or in Vought’s own words, “Versailles on the National Mall.” Speaking on CNBC, the OMB director spoke about […]

‘Big’ Announcement On Russia More TACO: Oil Tumbles As Trump ‘Delays’ Sanctions Threat Against Putin Update(1130ET): The big Monday announcement by President Trump… just the threat of more secondary tariffs on Russia? And venting a little more frustration at no peace progress. TRUMP: SEVERE TARIFFS ON RUSSIA IF NO DEAL IN 50 DAYS TRUMP THREATENS TO IMPOSE ‘SECONDARY’ TARIFFS ON RUSSIA TRUMP REITERATES VERY UNHAPPY WITH […]

‘Cascade Of Preventable Failures’ Contributed To Trump Assassination Attempt: Senate Report Authored by Jacob Burg via The Epoch Times, The Senate released a report on July 13 detailing the critical missteps that allowed a gunman to climb a building and open fire on President Donald Trump during a rally in Butler, Pennsylvania, in 2024, and faulted the Secret Service for its discipline and “pattern of denials, mismanagement, and […]

Russia Blasts Report It Backed Zero Enrichment Iran Nuclear Deal As ‘Smear’ The Russian Foreign Ministry on Sunday blasted an Axios report claiming that President Vladimir Putin told Iranian officials he supports a nuclear agreement that would prohibit Iran from enriching uranium. The report claimed the Kremlin now backs America’s ‘zero enrichment’ plan for Tehran as a basis for resuming talks. The report also alleged that Putin […]

Musk Says Tesla Shareholders Will Vote On Investment In xAI At November Meeting Elon Musk is urging Tesla shareholders to approve an investment in his AI startup, xAI, marking a move to bring his latest venture under the umbrella of his cash-rich EV company, according to Fortune. “If it was up to me, Tesla would have invested in xAI long ago,” Musk posted Sunday. “We will have a shareholder vote on the matter.” That vote is […]

Key Events This Very Busy Week: CPI, PPI, Retail Sales, Tons Of Fed Speakers And Earnings Season Begins As trade letters from the US continue to get mailed out, DB’s Jim Reid writes that April 2nd has become July 9th which has become August 1st for an ever increasing list of countries. In the early hours of Saturday, Trump’s stationary cupboard was opened again and a letter was sent to the EU and Mexico informing them that they […]

As Bitcoin Tops $123k, ‘Satoshi Nakamoto’ Becomes World’s 11th Richest Person Overnight saw bitcoin prices top $123,000 – a new record high… …pushing it above AMZN as the 5th largest asset class on earth… Steady BTC network activity adds to its bullish case Bitcoin analyst Axel Adler Jr. said that Bitcoin’s network is gradually increasing usage without signs of profit-taking or panic. Daily average transactions […]

Trump Says He Spoke To Bongino Amid Reports of Infighting Over Epstein Files Authored by Joseph Lord via The Epoch Times, President Donald Trump said he spoke to FBI Deputy Director Dan Bongino on July 13, indicating that the two remain close despite reported friction over the release of the Jeffrey Epstein documents. “I spoke to him today. Dan Bongino is a very good guy. I’ve known him a long time,” Trump told reporters […]

Lawsuit Incoming: AOC Directly Calls Trump A “Rapist” Authored by Steve Watson via Modernity.news, Marxist Democrat Alexandra Ocasio Cortez could face a libel lawsuit and be liable for millions of dollars after directly branding President Trump a “rapist” in a X post. Continuing the trend of Democrats suddenly caring about the Jeffrey Epstein case after four years in power doing nothing, AOC wrote the following… “Wow […]

US Futures Drop, Europe Slides, Bitcoin Soars On Tariff Risks As CPI, Earnings Loom US equity futures are lower, although well off session lows, and European stocks slumped after Trump’s weekend threat to slap 30% tariffs on EU and Mexico, providing a test for markets that were recently at record highs. With global yields blowing out, as German and Japanese long-dated bonds slumped as traditional safe havens were ignored, amid […]

‘The View’ Host Declares Violence Against ICE Agents Is Part Of A Justified “Reckoning” Authored by Steve Watson via Modernity.news, Sunny Hostin of ABC’s infernal women’s gossip show turned TDS rage-fest, ‘The View’ intimated Friday that it is excusable for deranged leftists to violently attack ICE agents.  In another frothing rant, Hostin appeared to be proclaiming that because ICE agents are wearing masks during […]

“Don’t Have To Worry”: Nvidia CEO Says China’s Army Won’t Rely On U.S. AI Chips In an interview with CNN’s Fareed Zakaria, Nvidia CEO Jensen Huang argued that, just as the internet was designed and built by American technology, so too should artificial intelligence be shaped by it globally. He emphasized the need to reopen markets where Nvidia’s advanced chips are currently banned, such as China. Zakaria asked Huang: “But what if, […]

DoE Authorizes Exxon To Tap SPR To Avert Refinery Disruptions As Trump officials signal plans to refill the Strategic Petroleum Reserve (SPR)—drained under the Biden-Harris regime—a new report reveals that ExxonMobil has begun drawing from the SPR due to contaminated crude supplies from offshore rigs in the Gulf of America to avoid refinery outages. Bloomberg reports Exxon is borrowing up to 1 million barrels of crude from […]

Trump Calls Epstein List A Democrat Psyop, Tells MAGA ‘Not To Waste Time And Energy’ Less than one year ago, then-candidate Donald Trump vowed to release the Jeffrey Epstein files – aka the ‘list’ of friends and associates who violated “more than 1,000” sex-trafficked victims.  BREAKING: Trump says he’s going to release the Epstein files when he’s elected president – Lex Fridman podcast pic.twitter.com/LmrWhwjW2t — Insider […]

Dissonance In The Green Valhalla: German Workers Break The Climate Silence Submitted by Thomas Kolbe For the first time in years, a group of German industrial labor representatives has broken ranks. In an open letter to Chancellor Friedrich Merz, they fiercely criticize Berlin’s climate policy. Will their defiance ignite a firestorm—or vanish in the memory hole crafted by media gatekeepers? I must admit: after years of bitter […]

Rapper’s Scheme To Create A Real Life Wakanda In Africa Ends In Failure There have been numerous ‘back to Africa’ movements over the years, usually promoted by leftist activists.  Often these movements are driven by fantasies within the black American community of exporting the best of US life, economy, technology and infrastructure into Africa and far away from the “oppression” of white people.  Of course, it’s white people […]

EU Won’t Retaliate To Trump’s 30% Tariff, Countermeasures On Hold Until August Authored by Jacob Burg via The Epoch Times, European Commission President Ursula von der Leyen said on July 13 that the European Union will extend a suspension on its countermeasures to U.S. tariffs until next month while trade negotiations continue with the Trump administration. On July 12, U.S. President Donald Trump said he will impose a 30 percent […]