The Inevitable Reversal: When Speculative Narratives Don’t Hold Authored by Lance Roberts via RealInvestmentAdvice.com, For nearly two years, markets were driven by the same speculative narrative that “this time is different.” Bitcoin, precious metals, and AI-linked equities rose not only because of robust fundamentals, but also because investors clung to powerful narratives about inflation, disruption, and monetary collapse. […]

Gun Rights Group Slams California Ghost Gun Lawsuit For “Criminalizing Law-Abiding Citizens” California Attorney General Rob Bonta has filed a lawsuit against two out-of-state companies and more than 100 individuals, accusing them of distributing computer code that lets people 3D-print their own firearms – a case critics say pits the right to bear arms and free speech against Sacramento’s latest gun-control crusade. In a San […]

Trump’s Venezuela Tanker Crackdown Goes Global With Indian Ocean Interdiction U.S. forces boarded the crude tanker Aquila II in the Indian Ocean after tracking it from the Caribbean, the Department of War disclosed on X early Monday. Officials accuse the vessel of violating Washington’s quarantine on sanctioned tankers moving to or from Venezuela. “When the @DeptofWar says quarantine, we mean it. Nothing will stop DoW from […]

Re-Set: Reversing The Debt-Debasement Death-Spiral Authored by Charles Hugh Smith via OfTwoMinds blog, The end-game of debt-debasement is already visible. The only thing that’s still up in the air is our response. The unspoken foundation of the US dollar debasement narrative is TINA: There Is No Alternative to debasing the USD to zero because reversing course by reversing the expansion of debt and the money supply (i.e. […]

NY Times Columnist Says Vance’s Mother Should Have Sold Him To Feed Her Addiction Authored by Jonathan Turley, In an age of rage, it is often difficult to stand out in the mob as so many pander to the perpetually irate. However, New York Times columnist Jamelle Bouie has found a way to win the race to the bottom. In a posting on Bluesky, Bouie mocked the account of the addiction of the mother of Vice President J.D. Vance, […]

Kyndryl Collapses On Accounting Review, CFO Exit As Analysts Brand IBM-Spinoff A “Disaster” Shares in Kyndryl, an IBM spinoff and IT infrastructure services provider, crashed on Monday after the company warned investors that it is reviewing certain accounting practices amid an inquiry from the Securities and Exchange Commission. The company also posted third-quarter results that missed Bloomberg Consensus estimates and disclosed […]

Spot The Useful Idiot Despite the ongoing partisan panic over ‘Trump-driven inflation’ or whatever narrative-du-jour the mainstream media chooses, inflation expectations tracked by the NY Fed survey of Consumer Expectations dropped to six-month lows. inflation expectations tracked by the NY Fed survey of Consumer Expectations Median inflation expectations in January declined by 0.3 percentage point at the one-year-ahead horizon to […]

“I Will Not Sit Idly As They Use Me As A Prop”: Is Bill Clinton Moving Back Into Contempt? Authored by Jonathan Turley, The Clintons are again suggesting that they might not agree to a deposition after previously yielding to the threat of a contempt vote. Hillary Clinton taunted House Oversight Chair James Comer “if you want this fight…let’s have it—in public.” For his part, Bill Clinton seemed more conclusive on X […]

China Tells Banks To Limit Exposure To US Treasuries, But To Some This Is “Hardly An Issue At All” Treasury yields hit session highs shortly after midnight ET, when Bloomberg reported that Chinese regulators had advised financial institutions to rein in their holdings of US Treasuries, citing concerns over concentration risks and market volatility. Citing anonymous “people familiar with the matter” Bloonberg added that officials […]

The Arms Race In The Indo-Pacific Is Just Getting Started As Participants Pick Sides By Benjamin Picton, senior market strategist at Rabobank US stocks rallied hard on Friday and the VIX index had its biggest one-day fall since April of last year. The rally broke three-straight days of losses where crypto was dumped and two-year Treasury bonds had tightened 19bps. Yields on two-year US treasuries rose almost 5bps on Friday to 3.50% […]

Starmer Faces Pressure To Resign Over Mandelson-Epstein Scandal As Second Aide Quits British Prime Minister Keir Starmer faced a deepening political crisis on Monday after losing a second senior aide in the controversy over his controversial appointment of Peter Mandelson as ambassador to the United States,vowing he would not resign amid mounting calls for his departure. Mandelson – who resigned last week from the House of Lords […]

Tracing The Crypto Market Selloff: Hong Kong Hedge Funds, Or TradFi Cross-Asset Whales? Via Wu Blockchain, Market Turmoil Sparks Rumors In early February 2026, the crypto market saw a sharp correction, with Bitcoin briefly falling to around $60,000, its lowest level since November 2024. The selloff closely coincided with cross-asset deleveraging across traditional financial markets: equities declined markedly, while precious […]

Key Events This Week: Payrolls, CPI And Retail Sales The next five days will feature an unusual pairing of major US data releases: the January employment report on Wednesday and the January CPI report on Friday, two reports which usually never appear in the same week. Ahead of those, markets will digest December retail sales and the Q4 employment cost index tomorrow, alongside a heavy schedule of Fed speakers, many of them current […]

Eye On Iran: Pentagon Held Live-Fire War Drills In Persian Gulf US forces conducted live-fire military drills in the Persian Gulf at a moment of ongoing Washington threats to attack Iran over its nuclear program as well as ballistic missile arsenal.  “Last week, Navy Sailors from USS Santa Barbara participated in the exercise Killer Tomato, a live-fire maritime gunnery exercise conducted in the Central Command’s area of […]

Democrats Flip-Flop On ICE Agents And Body Cameras Last week, Senate Minority Leader Chuck Schumer and House Minority Leader Hakeem Jeffries sent a letter to Republican leadership calling for sweeping reforms at the Department of Homeland Security before funding expires on Feb. 13. The letter outlined ten “guardrails” for DHS, including the demand that ICE agents wear body cameras when interacting with the public.  REUTERS/Shannon […]

GLP-1 Feud: HIMS Fires Back At Novo Nordisk, Slams Lawsuit As “Blatant Attack” By Big Pharma Update (0859ET): Hims & Hers Health fired back at Novo Nordisk’s lawsuit on X, calling it a “blatant attack by a Danish company on millions of Americans” who depend on compounded medications to access personalized care. HIMS continued: Once again, Big Pharma is weaponizing the US judicial system to limit consumer choice. This […]

Futures Flat, Erase Overnight Losses As Nervous Traders Brace For Key Week S&P futures are unchanged, erasing all overnight losses, extending last week’s choppy price action focused on AI repercussions; Nasdaq 100 futures underperform slightly ahead of an important week that has both the January jobs and CPI report on deck (at least the firehose of earnings is slowing down). As of 8:15am ET, S&P futures are unchanged, and […]

AOC Announces Training To Teach Agitators How To Block ICE Agents, Doxx Feds Authored by Steve Watson via Modernity.news, Democrat Rep. Alexandria Ocasio-Cortez is openly pushing training sessions to arm agitators with tactics to obstruct ICE operations and dox agents, escalating the left’s war on border security. This brazen move spotlights the growing network of Democrat-led sabotage against federal immigration enforcement, […]

Bad Bunny Halftime Show Versus Turning Point USA Alternative Highlights A Divided Nation Last night was the biggest television event of the year: the Super Bowl. Yet the NFL decided that Puerto Rican native “Bad Bunny” was the best fit for the halftime show, performing his entire set in Spanish and leaving tens of millions of English-speaking Americans in the dark. Some even tuned into an alternative halftime show produced by […]

Green Illusion Suffers Major Setback As Stellantis Takes Massive €22BN EV Write-Down Submitted by Thomas Kolbe Automotive giant Stellantis is reporting multi-billion-euro write-downs for the second half of 2025. At the same time, management announces a strategic return to traditional internal combustion engines and a stronger focus on hybrid powertrains. The wall of the green transformation illusion has suffered another breach. […]

Dems Melting Down Over Voter ID As DHS Shutdown Talks Hit Wall Update on the latest negotiations to keep the Department of Homeland Security funded beyond next Friday, which requires at least 60 votes to pass unless the filibuster is done away with.  Recall: Congress passed five out of six appropriations packages on Feb. 3, ending a brief partial government shutdown that began on Jan. 31 – while giving DHS, which controls ICE, a […]

Chipotle CEO Reveals Customers Have Money, Sets Stage For Price Hikes Chipotle Mexican Grill shares chopped around last week after the fast-casual chain delivered an underwhelming outlook for annual comparable sales forecast. But by week’s end, it was not the earnings print making the rounds on social media; it was a snippet from the CEO’s remarks on the earnings call that went viral on X. *CHIPOTLE SEES 2026 COMP SALES ABOUT 0%, […]

Europe’s Chemical Sector ‘Will Disappear’ Under Weight Of EU Green Deal, CEOs Sound Alarm Via Remix News, The visible decline in production in Europe’s chemical sector could soon have far more serious consequences. Production capacity is disappearing, and the further consequences will be alarming, warn leaders of the largest companies in an industry that recently experienced a period of prosperity. They are calling for swift and […]

Visualizing The Changing Political Affiliation By Generation In The US Political identity in the U.S. is changing, and the divide is increasingly generational. Younger Americans are stepping away from traditional party labels, while older generations remain more closely tied to the two-party system. This visualization, via Visual Capitalist’s Niccolo Conte, shows how political affiliation varies across generations, highlighting […]

Spain’s Prime Minister Tries To Cover Up Corruption With Censorship Authored by Daniel Lacalle, The Spanish Prime Minister, Pedro Sánchez, has appeared at a summit along with autocratic and undemocratic leaders from Georgia and Burundi to talk about protecting citizens and democracy. Fascinating. It is very revealing. The president talks about protecting minors from the harms of social networks and launches tirades against […]