"We think these could be among the most expensive wildfires in U.S. history." 

RIP rate cuts.

“Only the AfD can save Germany, end of story,”

"Additional sanctions against the Russian oil and insurance industry has added further fuel to the fire..."

Look out above... for yields

"Long XAU, Short WN, Long SPX, US1030 steeper, Long SFRZ5 only vs WNH5."

Historical data is consistent with a relatively contained net move in US yields after today’s payrolls...

"The market’s reaction to soft data could outweigh its response to strong figures."

Europe may soon quietly rejoice that Biden is gone, Trump is back, and they have a strong, loyal, and rowdy friend rather than a simpering enabler...

Did you hear that GenZ-ers? 

...or at least not a desirable thing.

"The sweet spot for stocks is 100k – 125k: Too hot and rates will climb higher (which the stock market clearly doesn’t want) and too cold will quickly shift worries from rates to growth."

"Humans did have more success in 2024 than algos, which is different than the last couple of years."

British fathers relate horrific accounts of trying to save daughters from Muslim rape gangs...

Spoiler: nothing good.

“What we are seeing now is that the economy is slowly going back to its potential growth rate of 6%-6.5%”