Kautious
@kautious.com
Bottom line: the risk map is widening beyond markets. Animal disease, election legitimacy, fiscal strain, Lebanon escalation, war powers and Gulf nuclear diplomacy are all testing institutional capacity at the same time.
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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.
It's almost like politicians wake up every day and think, how do I screw this up even more. 🤷♂️
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. 🤷♀️
New Fed Chair qualification test: Can you explain monetary policy? ❌ Can you manage inflation? ❌ Can you say Trump lost an election without sweating through clown makeup? Also ❌ Congrats, you’re hired. Independence has left the circus.
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 currency that naps through the crisis it created.
I guess the narco president is having second thoughts. Sheinbaum turned out the most corrupt and desastrous Mexican president. From growing an electoral autocracy (v-dem) to protecting indicted friends, her legacy is a shame for Mexico.
Trump has won at least 10 Iran wars this year. 🤷♂️ If Mexico is ruled by cartels, is the US ruled by Israel?
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.
Trump came up with a new way to compute percentages. That's worthy of the Nobel "Math" Prize. 🤷♂️
Cockroaches tend to scurry away ..... Florida Governor Ron DeSantis quickly ran when the media asked his opinion on Trump's new weaponization fund/slush fund totaling $1.776 billion in taxpayer money.
F (BL)U(ES) for all my San Francisco friends. Say F U to the status quo that got Trump elected and vote for Saikat Chakrabarti for congress in 2026! @saikatforcongress.bsky.social #cello #blues #jazz #activism #political
Relive the masterpiece that redefined science fiction as Akira roars onto Glasgow Science Centre’s IMAX for the first time. Experience Neo-Tokyo's explosive energy for a limited time from tomorrow! https://www.tickettailor.com/events/gscimax/2115547
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Jimmy Dean Snack Size Sausage Biscuit Sandwiches, 10 Count (Frozen) 🛒 Check on Amazon: https://www.amazon.com/dp/B00L36KWX0/?tag=sersart2024-20
A SINGLE NANOPLASTICS PARTICLE CAN CHANGE THE PROPERTIES OF MILLIONS OF WATER MOLECULES
This isn’t just another review session … it’s a high-energy, strategy-packed experience built around the powerful lead4ward 10-day review framework. Find out more and register here: https://lead4ward.com/review-conference/ Kim, lead4ward Math #lead4ward #rockinreview #staarreview
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Áine Lawlor questions Jen Cummins on investing in public services. #RTETWIP rebroadcasts at 23:05 tonight on @RTEOne
New Mexico @govmlg.bsky.social is showing how climate action is helping the state’s economy, bolstering its workforce, and improving public health. “Our economy is growing at more than twice the national average because we’re investing in green, clean, renewable jobs.” #COP30
The difference between Republicans and Democrats is clear. Republicans pay for work that gets done. Democrats pay before work starts, and it never gets done. Vote Republican! See more of Fox News on X: https://x.com/FoxNews
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Num dá, véi, vou ter que passar a madrugada em claro pra aproveitar esses últimos momentos de Tchamilena. #bbb26
Trump Sleepy Don Joe Biden @lenny60.bsky.social @book960.bsky.social @billthornbro.bsky.social @firestormz1.bsky.social @9wintercrows.bsky.social @schfinkes.bsky.social @rhodyfl2025.bsky.social @mark3m.bsky.social @wittnercinetec.bsky.social
like this would be so meaningful for both BTS and ARMY. Like imagine ARMY sees the album cover and we talk about how happy and thrilled to have all seven members together again and what this album means and what having the members back together means to us. Heck I am just getting emotional right now
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Happy New Week🤩”Define success on your own terms, achieve it by your own rules, and build a life you’re proud to live”(Anne Sweeney) #GoodMorningXFriends #MondayVibes #AuthorLife #mynameisnanon #BeachVibes #Cancun #LoveIsBlind #buyingcontent #beachlife Author Page: www.amazon.com/author/paul-...
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Ambassador Rahm Emanuel, Obama’s former Chief of Staff, says Israeli Prime Minister Benjamin Netanyahu, who's at the center of the Iran conflict, has isolated Israel like never before.
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The dawn chorus is beginning to grow in volume as birds welcome break of day with their territorial song
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Amgen/UCB: Romosozumab aprobado para su comercialización por la NMPA en China 📩 info@dengyuemed.com 🔗https://dengyuepharma.com #Romosozumab #Osteoporosis #Postmenopáusica #NMPA #Amgen #UCB #Biológicos #SaludÓsea #AprobaciónRegulatoria
At last night's candidate forum on small businesses, I got to talk about how creating a robust environment for small businesses to thrive in is integral to maintaining a healthy labor market in the AI era.
Trump helped turn the Strait of Hormuz into a global crisis—and now he’s looking to China to help bail us out. Think about how that makes us look to the rest of the world.
Maďarská vláda změní ústavu, aby se zbavila úřadujícího prezidenta. Po jednání s hlavou státu, která odmítla na výzvy nového kabinetu rezignovat, to oznámil premiér Péter Magyar. Ten prezidenta Tamáse Sulyoka opakovaně označil za loutku Viktora Orbána.
Law & Order S1 E2: "Subterranean Homeboy Blues" (1990) This would be 'woke garbage' in 2026 lol
Sneak peek of Episode 1. Listen to the full episode at linktre.ee/intimeslikethese