Kautious
@kautious.com
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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Bottom line: semis and AI still dominate the upside narrative, but the risk map is widening—sovereign credit, governance, IPO absorption, political exposure, and valuation discipli...
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Bottom line: markets are not just pricing data. They are pricing institutional trust, sovereignty, inflation credibility and whether policy leaders can manage shocks without losing...
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The new $250 Trump bill is perfect: Front: Trump falling asleep. Back: “Blame the Fed.” Value: whatever he says it is. Inflation adjustment: already worthless. Finally, a currenc...
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Bottom line: the tape is not just about earnings or inflation. It is about credibility—fiscal, institutional, geopolitical, consumer, and political. Markets want proof that policy,...
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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 integrat...
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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.
Finally, the $250 Trump bill America never asked for: “In Trump We Trust” on the front, “Terms and Conditions May Change During the Interview” on the back. Nothing says constitutional republic like putting a living politician on fake money and calling it patriotism.
US pressure has reached a peak, going further involves economic pain or war crimes that American can't allow. 🤷♂️
Mexico is now a mafia state that keeps centralizing power. As an electoral autocracy, Sheinbaum just keeps playing with the US while grabbing more power, destroying independent institutions, controlling the judiciary, and now going for elections and censorship.
Bottom line: the tape is being tested by institutional trust and liquidity. FX intervention, energy inflation, nuclear verification, platform governance and private-credit redemptions all point to one theme: markets are punishing structures that rely on confidence when stress rises.
Bottom line: the tape is being pulled between AI infrastructure euphoria and geopolitical enforcement risk. Compute, servers and frontier models are attracting capital; rates, sanctions, oil routes and cross-border security are the checks on that risk appetite.
Bottom line: the tape is not just about earnings or inflation. It is about credibility—fiscal, institutional, geopolitical, consumer, and political. Markets want proof that policy, growth, and leadership risks can convert into durable execution.
Trump's budget calls for billions in cuts to lifesaving research, but a $1.5 trillion war budget. I asked Trump's NIH Director how he could justify a budget that puts defense contractors ahead of cancer research. He couldn't. I’m throwing Trump’s budget in the trash.
𝘾𝙝𝙚𝙚𝙧𝙨 𝙩𝙤 𝙮𝙤𝙪, 𝙎𝙪𝙚! 🥂 𝙃𝙚𝙧𝙚'𝙨 𝙩𝙤 2️⃣ 6️⃣ 𝙨𝙪𝙘𝙘𝙚𝙨𝙨𝙛𝙪𝙡 𝙮𝙚𝙖𝙧𝙨 𝙖𝙧𝙤𝙪𝙣𝙙 𝙩𝙝𝙚 𝙨𝙪𝙣 𝙖𝙩 𝘽𝙑𝙈!! As our founder, Kurt, boasts, "For those of you who do not know Sue, she is a long-time vet of BVM and an even longer-time vet of construction loans," with her
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உங்க பிள்ளைங்க போன்ல என்ன பண்றாங்கன்னு தெரியுமா? இன்றைய டிஜிட்டல் உலகில் 18 வயதிற்கு உட்பட்ட உங்கள் குழந்தைகளின் போன், லேப்டாப் என அனைத்தையும் தீவிரமாகக் கண்காணிப்பது உங்கள் கடமை.
Doble escala de cruceros en A Coruña. El Aidamar y el Sky Princess han tomado tierra en el puerto coruñés, con cerca de 7.000 pasajeros a bordo entre ambas embarcaciones. En la zona centro se nota la presencia de turistas, que aprovechan el sol #acoruña #coruña #lacoruña #galicia #quincemil15000
Arne Slot played the Mo Salah questions with a straight bat, but decided not to confirm whether he would be in the squad for his final farewell against Brentford. There were also some interesting hints for a future transfer strategy, that I will dissect in the press conference review later today.
ABS overturned in #Mariners at #Athletics (Bot 2). Jhonny Pereda challenged the ball call on Luis Castillo's pitch to Tyler Soderstrom. Ball -> Called Strike. HP: Carlos Torres | Upheld 44.8% (26/58). Later: Tyler Soderstrom flies out to left fielder Randy Arozarena.
Touré points out a transition from adversarial journalism to access-driven compliance, characterized by a lack of pushback against a political figure facing international law violations. Touré demonstrates that the network is actively prioritizing access over historical context. 📉⚖️
Trump trying to label James Talarico as a vegan just shows how desperate he's become. The pedophile president knows the walls are closing in.
The first thing that comes into the mind of a billionaire when they see nature. 😂🤣👇
“Every opportunity is an opportunity.” @karaswisher.bsky.social and @profgalloway.com discuss Trump turning the Correspondents’ Dinner shooting into a pitch for his ballroom project.
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Trump calls the confederate traitor Robert E Lee "the best general" & thinks he should have won the American Civil War, because of course he does. Trump voters: This is your fault. #trump #traitors
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SO WHAT ABOUT THE BABIES WHOSE HANDS WERE TIED⁉️ Israeli politican Fleur Hassan-Nahoum asked about bodies of Palestinians being recovered from mass graves and she says they were terrorists. WTF 🤬💔😢🤬🇮🇱♾️
Your voice matters on Capitol Hill! 📢 Our annual Lawmaker Education and Advocacy Day brings companies and investors to DC to advocate for business-driven solutions. Join us March 17-19 in D.C. Register now to help shape the future of an affordable, clean economy. https://events.ceres.org/lead2026
from Radio Jornalera NJ: @govmurphy.bsky.social spoke with protesters in Parsippany, NJ, about the bills that are still waiting on his desk and are urgently needed to protect immigrant communities. ❓ What else does it take for the governor to step up and deliver? www.instagram.com/reel/DTqdVHp...
It is now the law: Extending eligibility for occupational licenses to Dreamers is a great achievement for Wisconsin. My Democratic colleagues and I fought hard for this legislation.
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A historic moment for Banff National Park as bison return after 140 years, restoring the ecosystem and wildlife heritage of the region.
Run Differential Rolling Averages for American League West Teams #MLB #Mariners #Astros #Angels #Rangers #Athletics
Mississippi Freedom Summer Shared from @AfriEye 🎥✨ Full credit to them. Watch more 📺 https://www.youtube.com/shorts/Krx06YEXXQw #BlackHistory365 #JamesChaney #OnThisDay #FreedomSummer #CivilRightsMovement #VotingRights #BlackHistory #MississippiHistory #CivilRightsHeroes #NeverForget
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They must be a pretty simple species to keep falling for this same trope from demagogues over and over again. #demagogue #aliens #observers #cartoon
Forbidden from the mystery! Her terrifying vow shocks the detective. 👉more👉 youtu.be/JGn2p70R_5o #engdubcdrama #mysteryhistoricalcdrama #suspensecostumecdrama #direnjie #detectivedee
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No one takes quality control more seriously than the star of the game himself. 👀⭐ He doesn’t code. He judges.
This was the moment it hit me. You stayed home and raised the kids. He built his career. The super grew in his name. The assets were in his name. You were loyal. You were committed. You did what many women were told was the right thing. And now?
ORCA Tips for Using Tap to Pay • Take your card out of your wallet • Be mindful of other cards when near readers • Keep tapping an ORCA card if you qualify for reduced fares • 1 rider per card • Tap the same card to get your 2hr transfer credit Visit info.myorca.com/contactless/ for more info
One of the many privileges of working at Big Change is supporting the growth of incredible leaders and projects who dare to dream about a different kind of future for all young people. 💚 Today, we’re spotlighting one of those projects: Place Matters. 🎥 Watch their impact. #OurCommunity
Trump in March: "Somebody actually said from the media, 'I think you'll get bored after about a week or two.' No, we don't get bored. I never get bored."
Good Morn #HistoricalScribes of #BlueCrew Fleet on #TheBSKY G'Morn @getyourfoxyback.bsky.social On a June 1st 13 Colonies became States to oppose taxes on We The People it was their versions of tarrifs mandated by a kigdom that Did🚫Grow or pick the tea.🤯🧙🏽♂️ #BostonSaidNO 🗳🧚🏼🦊🗺🧠🫖🌺🐝🎼⚛️❤️🔥✡️🌟🦁✝️☪️🐦🔥🕉🎭🏳️🌈⚖️🪯⚜️🩵🗽🪃🧲
Palestinian patients stripped of their documents are confined inside a Baghdad medical centre https://aje.news/gk2vya
CARR-0015: SR 1 at Riverbridge Shopping Center (Carroll) 🕒 10:33 AM - 10:35 AM ET (16x speed) 🌡️ 71°F | Clear 📍: 33.599640,-85.078972