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Kautious

@kautious.com

Bottom line: risk appetite is broadening, but not cleanly. Small caps and semis are constructive, $SPY remains technically supported, but public-health risk, gamma fragility and premium-brand EV uncertainty keep the market’s margin for error tight.

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More from Kautious

No need to rush, everything will deflate in due time. 🤷‍♂️

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Kautious

Trump yelling at Iran’s Supreme Leader over uranium like the world needs another season of Two Old Men, One Nuclear Crisis. I’m tired of the chaos. Can we get one boring week where nobody threatens World War III before lunch?

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Kautious

Trump’s Iran “peace deal” is incredible: Step 1: Give them everything they wanted Step 2: Let them reopen Hormuz Step 3: Hand them a souvenir nuke labeled “for peace” Step 4: Go on TV and declare, “I won the war” Diplomacy, but make it a timeshare scam.

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Kautious

Demagoguery is running rampant all around the world. 🤷‍♂️

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Kautious

America is currently fighting for its life against the letter W. 🤷‍♂️ Woman? Can’t define it. War? Can’t finish it. Winning? Don't know her. At this point, we just need to stick to Waffles and Wi-Fi and call it a day.

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Kautious

Mexico has become a bigger issue for America. A neighbor that has become an electoral autocracy and now a narco state is a dangerous combo. 🤷‍♀️

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Kautious

Freedom of Speech is key to democracies, and attacking it by coming up with subjective labels is the beginning of the end. 🤷‍♂️

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Kautious

Bottom line: risk appetite is alive, led by semis, lower oil and lower yields—but the market is still fragile around 750 $SPY, Iran headlines, consumer-demand cracks, bank integration risk and crowded AI-memory leadership.

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Kautious

Bottom line: risk appetite is improving, but it is conditional. Markets are rewarding recurring revenue, AI infrastructure and lower energy pressure, while still demanding proof on SaaS growth, central-bank flexibility, Tesla/SpaceX structure and Hormuz de-escalation.

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Kautious

Walking away now is the right move after falling into this trap war. Cutting the losses and managing propaganda is the next step. 🤷‍♂️

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What Tom Steyer is doing is illegal, not just *astroturfing* —- he’s under investigation for violating campaign finance laws by the FPPC here in California. @jessicatarlov.bsky.social @profgalloway.com

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Pro-Palestinian tourists call out ex-IOF Israeli soldiers in a restaurant in Vietnam after spotting one of their tattoos in the shape of Palestine and then continue to remind them of their genocidal behavior until they’re forced to leave.

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“Trump appeared to signal prior awareness of a Johnson–Farage electoral alignment in 2019, praising them as an ‘unstoppable force’. Shortly afterwards, the Brexit Party withdrew from 317 Tory-held seats — a pivotal moment in the election.”

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Congressional candidate John Whetstone supports #MedicareForAll. But what happens to the employees if private health insurance goes away? Most could become government employees. They'd probably be treated better and we'd ALL receive better care. #IndianaPolitics #Election2026

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$29 billion and counting spent on Trump's illegal war. Every dollar of which would've been better spent on housing, healthcare & childcare here at home. Restrain this deranged president. Pass a War Powers Resolution now.

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🐥 ARMY! Abaixem os seus celulares e vamos curtir o momento juntos! 🐥 Estão prontos? Estão prontos?! Vamos lá!

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Putin’s Victory parade, about defeating Nazism, while ironically conducting the Nazis darkest chapters, screams anything but Victory. Keep chasing that Ukrainian drone, Russian attack helicopter 👍

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While campaigning in 2024, Trump kept calling Liz Cheney a warhawk and mentioning the repercussions of starting a war. Back then, Republicans didn't like war.

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DECLAN RICE DESCRIBES THAT TITLE-WINNING FEELING 🏆❤️

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#spacepunk

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Kristi Noem no one will forget what you did to this country

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Snips Tano (Fortnite/Mandalorian & Grogu Era) 🏳️‍⚧️🏳️‍🌈

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Irish Council for Civil Liberties 🏳️‍🌈

USA 🇺🇸 Malgré le blocus imposé par Donald Trump sur le Détroit d'Ormuz, au moins 3 pétroliers Chinois sont passés sans encombre. Pourtant, le locataire de la Maison Blanche avait ordonné "d'éliminer immédiatement" tout navire lié à l'Iran essayant de forcer le passage.

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