Kautious
@kautious.com
Bottom line: markets are repricing around liquidity — sovereign refinancing, yen carry, gamma hedging, AI equity issuance, Fed tightening risk and IPO absorption. Risk appetite can survive, but only if liquidity does not become the forced seller.
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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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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: 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: 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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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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Trump and Bessent watching a global bond rout like two guys who just found out “higher yields” means the casino is paying them. Meanwhile everyone else is Googling: “Can a country overdraft?
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.
Trump came up with a new way to compute percentages. That's worthy of the Nobel "Math" Prize. 🤷♂️
Bottom line: the tape is rewarding operating leverage and resilience, but punishing weak quality, reserve stress, unresolved geopolitics, and execution risk.
Bottom line: the market is rewarding scale and infrastructure, but punishing weak execution, governance uncertainty, and balance-sheet stress. The next catalysts are service reliability, AI compute buildout, election controls, Fed signals, OpenAI governance, and Pemex’s payment plan.
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.
"We know that [Trump] wants to keep setting up these political slush funds. He’s done it with the Board of Peace, he’s done it with the Venezuelan oil profits, I think he’s got an account in Qatar where that money’s going, he’s done it with the ballroom…..All of this is outside of the constitution"
🚨 ICYMI: Eric Trump is preparing to sue MSNBC and Jen Psaki over claims involving alleged self-dealing in China. “I have zero business interests in China. No properties, no investments, nothing!”
Swatch stores faced Black Friday-level chaos over the weekend as crowds rushed to buy the new Royal Pop collection, a collaboration between Swatch and luxury brand Audemars Piguet. Credit: @tru_sneaks
Leaked footage reveals secret training of the Russian Ministry of Defense's elite special forces, reportedly preparing for assault maneuvers near NATO borders.
Een Palestijnse terrorist bekend wat zijn vader en hij deden met een Israëlisch meisje op 7 oktober. "mijn vader verkrachtte haar, daarna deed ik het, daarna mijn neef, toen gingen wij weg, maar mijn vader doodde haar nadat wij klaar waren met haar te verkrachten" #ScumOfTheEarth
🛸🇷🇺 Ukraine Russia War | Russian Drone Spotted Off Odessa Coast | RCF NSFW & Premium Content: https://patreon.com/RealCombatFootage Odysee: https://odysee.com/@RCF #RealCombatFootage #RCF #War #Military #WorldNews #BreakingNews #UkraineRussiaWar
Empezamos fuerte este finde pasado con tres partidos: Balonmano Adesal VS Balomano Montequinto XXIII Copa Andalucía Senior Femenino (Semifinales) Trops Málaga VS Barça Atletic "B" División de Honor Plata Masculina Atlético Marbella Paraíso VS Pizarra Atletico C.F. División de Honor Senior
My first Phoenix Mercury story for @the9450.bsky.social on Kahleah Copper's home debut in the Valley is published earlier today! Here's her first bucket in front of the X-Factor just last night! 🏀 Go check it out! 👇 #WNBA the9450.substack.com/p/inside-kahle…
The main event of the Viking Festival was a reenactment of the Battle of the Holme. A battle between settled Vikings & Anglo-Saxons.
Tuesday 2/24/26 Quick4Cast. Some rain chances on the way. What you need to know in 30 seconds. Check the First Alert 4 weather app for more forecast details #stlwx Full forecast -> firstalert4.com/weather
This Trump crew is so bold, they spoke about erasing history early-on. Former AG Barr going out and 'hard-selling' the Mueller Report to myna-bird, stenography-writing #BillionairesForBallrooms Big-Media #EpsteinClass millionaire anchors was another of the 'jackboot dictator's' examples.
Waka wins!!! Waka Tsukiyama: 甲:ロープからのコンプリートショット (rōpu-kara-no-konpurito shotto) | Rope-assisted flatliner 乙:ムーンライト・ドリーム (MOONLIGHT DREAM) | 中野たむ式の魔神風車固め | Tamu Nakano-inspired Machine Suplex (hammerlock suplex) hold Influenced by: Super Strong Machine & Tam Nakano #STARDOM 🤼♂️
Sunday words of wisdom from Merlin. Well. You can’t argue with any of that, I’m sure.
This Day in Buster… April 14, 1924 “Sherlock Jr." has its U.S. opening in Boston ahead of the premiere in LA on the 26th. #oldhollywood #damfino #silentfilm
🇺🇸 Science under siege. @krutikakuppalli.bsky.social warns of the dangers of vaccine misinformation and anti-science discourse in the US. More on #F24Debate ➡️https://go.france24.com/KuQd
I used to think crying made me soft. Now I know it makes me real. This song’s about letting your emotions flow instead of fighting them. #indierock #emotional #inspirationalmusic #singersongwriter
Q: Can the US economy work for the average American without a deal with Iran? BESSENT: We've already seen oil prices come down substantially. These are short-term challenges.
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🚆 Reopening much of the busy West Coast Main Line after Easter. 🚉 Three new stations for Birmingham. ✂️ And we get closer to the opening of Cambridge South. It's #WeekOnTheNetwork
The Return of Innocence. 🐲🧙♂️🦸♀️⚔️📚💙 Campy #fantasy with dragons, #gay characters, and an accidental heroine. Sometimes, going home is the most dangerous adventure of all! duanesimolke.blogspot.com/2009/06/retu... www.limfic.com/book/the-ret... www.barnesandnoble.com/w/the-return...
It was time to get this post over to all of the Democrats on Bluesky!!! @malcolmkenyatta.bsky.social
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“Some imams say alcohol is the root of all evil, I say zionism is” — King Faisal of Saudi Arabia/1973 (When there was a very successful boycott of US/“israel” over occupied Palestine which the Oslo Accords saw the end of)
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🆘DON”T KILL🐶GLEN volunteer sez “an absolute joy of a boy.” Foster sez “sweet, affectionate &🛋️has a big goofy personality that makes u smile constantly…puppy-like spark: bursts of excitement, curiosity abt everything…more than happy to cuddle up on the🛋️ & soak in all the snuggles” 🙏Repost 2find🏡
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このゲームが何かわかりますか? 正解は下記URLから確認できます! www.gavas.jp/products/det... #レトロゲーム #メガドライブ #クイズ #ピコピコ大百科