Operation Canadian Bacon FTW! url

Trump: Holding Canada responsible for not properly maintaining their forests, cost of this...

Anyone else kind of surprised it wasn't concluded with: "This wouldn't be the case if Canada were the 51st state"?

Trump: Holding Canada responsible for not properly maintaining their forests, cost of this...

Sometimes you just have to laugh. "The cost is incalculable!" "...costing the United States Billions of Dollars, which cost of this pollution must of necessity be added to the TARIFFS Canada is currently paying" So, can we calculate it or not? I ...

Trump: Holding Canada responsible for not properly maintaining their forests, cost of this...

It's all subject to the court's interpretation, like anything. Do I think it's "wrong"? Yes. Do I think it's "illegal"? Well, I'm not an attorney nor am I a judge, but I suspect Trump Media has consulted with plenty of both who 'approve' of the ...

Trump Media to sell faster access to top Truth Social accounts: "Markets already move on Truth...

Whatever the case....Trump seems to have less of an impact on the markets currently than the semi/memory unwind currently underway. That is taking the /nq for a ride and dragging most of the high-flying (read, up 300% in a month) darlings of the ...

President Trump Delivers an Address to the Nation, Jul. 16, 2026

I guess it depends on what side you take. The outrage from the first 2 years of Trump's term (real or not) alongside the continued war and higher gas prices, etc, should lead to a significant enough portion of republicans losing their seats to flip ...

President Trump Delivers an Address to the Nation, Jul. 16, 2026

So, the main point of the talk is: "see? I TOLD you I won the last election!" Ah, so it was China's fault. I thought it was Russia (so I was told by Trump)

President Trump Delivers an Address to the Nation, Jul. 16, 2026

For posterity: chart of /clq26 before the start of the press conference image So, the speech had nothing to do with Iran: Oil didn't move much. Up to 80.14 post-speech. Nothing significant there.

President Trump Delivers an Address to the Nation, Jul. 16, 2026

Maybe this will be what his address to the nation is tonight: sign up for my API today for only $19.99. But wait, there's more! Call now and we'll thrown in a free toaster!!! *Please add $20 million shipping and handling*

Trump Media to sell faster access to top Truth Social accounts: "Markets already move on Truth...

I don't agree with it, but what's "insider trading" about it exactly? If he doesn't reference a company, what's the difference between this and some tour guest communicating what they overheard in a hallway that the white house (presuming that isn't ...

Trump Media to sell faster access to top Truth Social accounts: "Markets already move on Truth...

Hey: you and I can set up an API for our media company and all the tweets we share.....but no one is going to pay us. Level playing field.....just, we don't have the voice. (taking the contrarian viewpoint to myself here, obviously) How much of the ...

Trump Media to sell faster access to top Truth Social accounts: "Markets already move on Truth...

Unethical? Sure. Illegal? I'm guessing "no, not YET", otherwise there'd be problems. Paying customers already get some macro data 3 minutes ahead of release, so "what's the difference here?", right? Let's be honest though: when is the last time you ...

Trump Media to sell faster access to top Truth Social accounts: "Markets already move on Truth...

Let's hope so.....seeing the futures slide into oblivion is getting old. On the other hand, there is likely some hefty market implication if there is an actual (sizable) intervention. Not one of these 200 pip moves, but a 600-800 PT move.

Katayama: Highlights monitoring of markets and economic conditions to ensure fiscal stability

The good news is that, with increases being lighter/negative at the producer level, the consumer can expect passthrough to some extent. In short, these numbers support the CPI print but certainly don't come as a huge surprise. With oil back up, and ...

US Producer Price Index - June 2026

Spot on. You have to believe the next big "attack" would be cyber though. There is just too much riding on technology. Taking out a system or two doesn't cripple a superpower, but hitting a few key areas would really mess up the world economy in a ...

US Centcom: At 6 A.M. ET today, U.S. Central Command forces began launching a wave of strikes...

The problem with that argument is that you only have to look back to 9/11/2001 to understand the answer. There has never been a more cohesive sentiment by this country to "go get them" (perhaps other than after Pearl Harbor). Attacking the US ...

US Centcom: At 6 A.M. ET today, U.S. Central Command forces began launching a wave of strikes...

Thanks for the nice summary, as always ET. "But the decline was driven by energy prices rather than broad-based weakness in prices" .....you mean the energy (oil) prices that have gone up 12% in the last 3 days without any sign of weakness thus far? ...

US Consumer Price Index - June 2026

Having spent the past 2.5 months short equities, with the exception of the last 2.5 days, it better not finally go big CPI will be interesting with the shifts in rate cut odds.

Trump: Will hit Iran hard tonight and tomorrow

The US has a few of its own though (it seems): url

Trump: The Hormuz Strait is OPEN, and will remain OPEN, with or without Iran

The VIX is certainly starting to support this idea as well. Friday's lows were basically the lows of the post-war era, so there's an argument to be made that we were due for some increases anyway. That said, as you point out, the macro data ...

US forces to resume Iran blockade on July 14 at 4pm ET