reuters.com/world/asia-pac…

cnbc.com/2026/02/14/new…

China 🇨🇳 took over the car making market over just the last ~5 years

U.S. National Debt projected to soar to $64 Trillion over the next decade 🚨🚨 Probably Fine?

The Break Is Over. Companies Are Jacking Up Prices Again. ⁦Adam Posen⁩ sadly confirms what you and Peter have been arguing. Our own work reviewing the literature suggests it takes 6-18 mos for full effects of tariffs to play out. This is worrisome. wsj.com/business/price…

youtu.be/x7RBaa3CHzo?si…

The mix of companies leading today is downright strange and eclectic. But that also means correlation is low, which is seldom a bearish sign. Now, more than ever, stock picking could be the name of the game. Indexes all seem to be limping. #StockMarket

The strength in industrial stocks (and weakness in software) suggests we are in a new chapter of the economy and thematic investing. It's not bearish. It's just different. #StockMarket "All things have their season, and in their times all things pass under heaven." - Eccl 3:!

Consumer staples -1.5% today. VIX stalls at 22. Chips and financials are strong. Are we pivoting back from breadth to large-cap strength... at least for a little while? #StockMarket

6800 holds on the S&P 500

Is it just me, or are financials breaking down? #StockMarket

Energy is now the top performing sector this year.

⚠BREAKING: Trump’s global tariffs struck down by the US Supreme Court.

reuters.com/business/buy-a…

reuters.com/business/finan…

Small caps might have lost that loving feeling...

#Tariffwars could be like WWI. Lots of early movement, followed by a long quagmire.

cnbc.com/2026/02/24/pri…