Swalwell Demands FBI Not Release His Files As Epstein Hypocrisy Surfaces Authored by Luis Cornelio via Headline USA, Embattled Rep. Eric Swalwell, D-Calif., who has long demanded that President Donald Trump release the Epstein files, now faces scrutiny as the FBI prepares to release documents tied to its investigation into his alleged ties to a Chinese intelligence operative. The scrutiny comes after Swalwell demanded […]

Odds Of SCOTUS Striking Down Trump’s Birthright Citizenship EO Spike Update (1240ET): Odds are not looking good for President Trump’s executive order restricting birthright citizenship, as two conservative justices now seem skeptical amid today’s oral arguments.  As journalist Eric Daugherty notes on X, “SCOTUS Justice John Roberts is VERY skeptical of President Trump ending birthright citizenship, repeatedly firing back at […]

Trump May Pull Out Of ‘Paper Tiger’ NATO After Starmer Stiffs Strait Support In a blistering exclusive interview with The Telegraph, President Trump has declared he is “strongly considering” pulling the United States out of NATO, branding the 77-year-old alliance a “paper tiger” after European allies – including the UK under Prime Minister Sir Keir Starmer – refused to join America’s military campaign against Iran or help reopen […]

“Finish This Thing, Finish It Right”: JPM CEO Jamie Dimon Weighs In On Iran War JPMorgan CEO Jamie Dimon appeared on Fox & Friends on Tuesday, covering everything from artificial intelligence to the economy to the continuing exodus from radical-left blue states. More notably, he offered his views on the U.S.-Iran war, which this week entered its fifth week and has remained at the center of the news cycle. Dimon was first asked […]

Aluminum Supply Shock: Top Gulf Producer Halts Operations After Iran Strike, Price To Spike Over the weekend, both Emirates Global Aluminum (EGA) – the largest aluminum producers in the Gulf – and Aluminium Bahrain (ALBA) reported drone attacks damaging smelting facilities after hits on Iranian steel infrastructure last week. Neither company (at the time) confirmed whether supply will be impacted, but this morning the worst case […]

The Kohn Solution For An Uncertain Fed Via RealInvestmentAdvice.com, Dario Perkins of TS Lombard wrote a piece titled “How to Respond to Oil Shocks.” His analysis draws on the Fed’s history to address how it should respond to today’s oil shock. While researching Fed transcripts from the 1990 Gulf War, he discovered a proposal by Don Kohn, senior Fed staffer, that offers a solution to the central bank’s oil shock […]

29 Killed In One Of Worst Russian Military Air Disasters Of Ukraine War Russia has suffered one of its worst aerial disasters of the Ukraine war, as an An-26 Military Transport aircraft went down in Crimea with no survivors reported. The aerial disaster happened Tuesday, with state media reporting that the aircraft slammed into a cliff during what was described as a routine flight over the Black Sea peninsula. via TASS All 29 […]

“No One Knows What Will Happen Now”: Justice Jackson Warns Against Unbridled Free Speech Authored by Jonathan Turley, Justice Ketanji Brown Jackson is again warning of a growing threat to the nation. In her lone dissent in Chiles v. Salazar, Jackson observed that “to be completely frank, no one knows what will happen now.” The ominous tone stemmed from the fact that free speech had prevailed over state-imposed orthodoxy in a […]

WTI Dips After Big Crude Inventory Build, US Production Slows Oil prices are down overnight but playing headline roulette with every word that comes out of any leaders’ (or non-leaders’) mouth as ceasefire chatter (now denied) has WTI riding a roller-coaster (but below $100 once again as we write). “Flows and actions matter more than words,” said Giovanni Staunovo, a commodity analyst at UBS Group AG. And while inventory data […]

US, Iran Discussing Ceasefire In Exchange For Reopening Strait, As Iran Supreme Leader Vows To “Continue Resistance” Summary US and Iran are discussing a potential deal that would involve a ceasefire in exchange for Iran reopening the Strait of Hormuz: Axios  Iran’s new Ayatollah tweets “I emphatically declare that the consistent policy of the Islamic Republic of Iran, following on the path of Imam Khomeini and the […]

Markets Have Returned To Taking Headlines As Gospel By Molly Schwartz, cross-asset macro strategist at Rabobank US Treasury yields have been falling for the past two days. On Monday, we saw US rates grind lower after Powell gave a speech at Harvard University where he seemed to hint that hikes were not part of the Fed’s plan for the immediate future, noting that “tariffs have a one-time impact on inflation” and that “there […]

“Resilient” US Manufacturing Sector Surges In Face Of War, Prices Paid Up Amid the fog of war and fading ‘hard’ data, the final March S&P Global Manufacturing PMI printed 52.3 (a small drop from the flash 52.4 print), higher than the 51.8 print for February. “Faster growth of output in March points to encouraging resilience for US manufacturing in the face of the outbreak of war in the Middle East,” according to Chris […]

Beyond Cheap Fish Oil: How A 5:1 DHA Ratio Powers Brain Health & Vision Omega-3s are an amazing family of fats that our bodies can’t make efficiently on their own. Long used for general heart and inflammation support, research shows that when formulated with a heavy emphasis on DHA plus targeted eye nutrients, they can support brain structure, cognitive performance, memory, attention, and eye/retinal health.  Most people get […]

Palantir Develops IRS Tool To Flag “Highest Value” Audits, Are Crypto Bros Next? Crypto bros and those of you with ‘creative’ accountants, heads up – the IRS is beefing up its ability to flag accounts for audits. Not only is this the first year that major US-based custodial crypto brokers are reporting gross proceeds to the agency, the IRS is getting aggressive elsewhere. Last year they paid Palantir $1.8 million to identify cases […]

The Barbell Economy: Why The Middle Is Vanishing Authored by Tamuz Itai via The Epoch Times, There’s a pattern quietly reshaping daily life, work, and society itself. Economists now call it the “barbell economy.” Value, growth, and opportunity concentrate at the two extremes—ultra-cheap utility on one end, premium experience and status on the other—while the broad, reasonable middle thins out. Once you start noticing it, […]

Trump To Address Nation With ‘Important Update’ On Iran War: What Will He Say? Update (0845ET): Minutes after we prepared this post, President Trump posted on his social media feed that Iran has asked for a ceasefire: “Iran’s New Regime President, much less Radicalized and far more intelligent than his predecessors, has just asked the United States of America for a CEASEFIRE!” Trump added that he will consider it if the Strait […]

US Retail Sales Jumped Most In 8 Months In February Bank of America’s omniscient analysts forecast a very strong month for Retail Sales in February data (released today)… The actual print was +0.6% MoM (better than the 0.5% consensus, but less than BofA’s forecast) comes after a revised higher 0.1% MoM decline in January (and December’s nothingburger)… Source: Bloomberg That is the highest MoM rise since June 2025, and […]

Futures, Bonds Surge On Optimism War May End, Oil Tumbles Below $100 Futures and bonds jump and oil fell, sending Brent briefly below $100 a barrel, as the de-escalation/technical/macro led relief rally continues on hopes of the Middle East conflict reaching an end soon  after Donald Trump said he expects the war in Iran to end in two to three weeks, and indicated that it was possible that Iran could still reach a deal with the US […]

Suspension Lifted On Helicopter Crews For Viral Fly-By At Kid Rock’s Home Authored by Troy Myers via The Epoch Times, Two AH-64 Apache helicopter crews were suspended, then quickly unsuspended Tuesday after they hovered next to Kid Rock’s “Southern White House” home in Nashville on Saturday. The long-time country rock musician posted a video of the fly-by on X, showing him clapping and saluting the helicopter crews, whose […]

ADP Employment Reports Shows Better Than Expected Job Gains, Accelerating Wages Hiring and pay gains both held steady in March. The ADP National Employment report printed a better than expected +62k jobs added in March (+40k exp) and modestly down from an upwardly revised 66k in February. That is the ninth straight month of job gains. Source: Bloomberg The smallest employers drove job growth for a second month, while hiring in […]

LVMH Posts Biggest Quarterly Drop Since Dot-Com; UBS Sees Luxury Opportunity LVMH, the owner of Louis Vuitton, Christian Dior, Fendi, Bvlgari, Moët & Chandon, and dozens of other luxury brands, just posted its worst quarter since the dot-com bust era, making it the worst-performing European luxury stock this year as demand for luxury handbags, shoes, watches, perfumes, and wines continues to soften amid an intensifying Middle […]

The “Good News” Is Always The Same: The Stock Market Is Up… Until It Isn’t Authored by Charles Hugh Smith via OfTwoMinds blog, Cloaking a fake “market” with artifice to maintain its asymmetrical distribution of wealth and income also cloaks its detachment from the real world. I often refer to the dynamics of self-correction and self-liquidation. Systems that use feedback to rebalance extremes are self-correcting: rather than […]

China’s Sci-Fi Boom Drives Record Revenue Growth Public interest in science fiction is rapidly rising in China, alongside the country’s push toward technological advancement. A new report says revenues hit a record in 2025 while related online searches surged by over 200%, according to the South China Morning Post. According to data released at the China Science Fiction Convention and reported by Xinhua, total industry revenue […]

US Senators Unveil ‘Mined In America Act’ To Reshore BTC Mining, Codify Bitcoin Strategic Reserve Authored by Micah Zimmerman via BitcoinMagazine.com, Republican Senators Bill Cassidy and Cynthia Lummis introduced legislation Monday aimed at reshaping the U.S. digital asset mining sector, tightening supply chains, and embedding bitcoin into federal reserve strategy. The proposal, titled the “Mined in America Act,” would […]

Political Polarization Particularly Strong In The US The share of people who consider themselves on the far left or far right of the political spectrum is particularly high in the United States, according to a survey by Statista Consumer Insights. As Statista’s Tristan Gaudiat details below, among U.S. respondents surveyed between January and December 2025, 12 percent placed themselves on the far left (0 on a 10-point scale) and […]