More from Kautious
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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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Bottom line: the tape is rewarding resilient demand and AI ambition, but the next risks are labor-driven Fed pressure, IPO liquidity drain, governance concentration, weak household momentum and public trust in tech-enabled health programs.
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.
Trump came up with a new way to compute percentages. That's worthy of the Nobel "Math" Prize. 🤷♂️
"If we don't have free speech, then we just don't have a free country. It's as simple as that. If this most fundamental right is allowed to perish, then the rest of our rights and liberties will topple just like dominoes. One by one, they'll go down." - Trump
Bottom line: markets are rewarding growth, M&A and AI-infrastructure narratives, but the risk map is still political: Lebanon escalation, executive legal limits, dilution, inflation, yen intervention and hype-driven breakouts.
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.
Trump has won at least 10 Iran wars this year. 🤷♂️ If Mexico is ruled by cartels, is the US ruled by Israel?
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?
Trump released a last minute video against Thomas Massie. He really wants to defeat the guy who forced him to begin releasing the Epstein files.
Americans are working harder & longer & still can't make ends meet. I'm proposing a bill to cut taxes for 130 million workers, paid for by a surtax on income over $1 million a year. It's time our tax code worked for working people & the wealthiest pay their fair share.
Anthropic just committed $200 billion to Google over five years. The same Google that has invested billions into Anthropic. The money goes out, comes back, goes out again. Cloud giants fund AI labs. AI labs then become the largest customers of those same cloud giants.
Applied Energetics, Inc. (OTCQB: AERG), a leader in ultrashort pulse directed energy and laser technologies, announced it has been awarded a follow-on contract of approximately $250,000 to support a multi-phase advanced laser technology program b2idigital.com/disclaimer
Digital Dark Ages or Renaissance? AI can either set us free or hold us back. 💡 Will we use it for progress, education, and innovation? ❌ Or will fear paralyze us? Europe must choose: Knowledge or regression? #AIForGood #Europe #impactArt #equetyArt
📅 Today Wednesady, 18 March 2026 coming up… 🚨 Cape pumps billions litres sewage into ocean as appeal stalls 🏠 Cape Town property prices surge as housing affordability pressures deepen 🚕 Taxi driver arrested after warrants worth over R220,000 discovered
Launched your practice website? Start off strong with these critical steps for new clinics. 1. Boost your online presence with Moz Local, 2. Track patient journey with Hotjar, and implement MedChat for patient leads. 3. Consistent social media and speedy websites matter more than ever for heal
Finishing Well (Paperback) Your best chapter might still be ahead 💡📖 👉 Grab your copy now: www.magsstore.com/books/finish... #FinishingWell #BookLovers #MustRead #SelfGrowth #PersonalDevelopment #MotivationDaily #BookRecommendation #SuccessMindset #ReadersOfFacebook
Canicule sécheresse intempéries inflation inondations 3534 milliards d’euros de dette by @gabriel-attal.bsky.social et sa clique de tafiolles issues des grandes écoles : Quand on se déplace en 2018 ça donne ça. Apparemment le gouvernement cherche à ce qu’on revienne parce que lui pas comprendre.
the clay is rising 🎨 Like our content? Check out our art here → https://f.mtr.cool/gizeesvjqo 🔗 Check out our other accounts → https://f.mtr.cool/ndfowbvduj #exploreproject #satisfying #fyp #art
🇦🇴🇵🇹📍Segundo uma reportagem da televisão portuguesa TVI, na última quarta-feira (13), um jovem de 25 anos esfaqueou dois primos, de 21 e 23 anos, ao chegar a casa e verificar que, pelo menos um deles, estaria a tentar vzolar o irmão, de 27 anos, que sofre de esquizofrenia.
Tag your partner. Thailand won’t book itself.🌴 👉 DM us when you’re ready. #RedLeafTravel #Thailand #CouplesTravel #TravelGoals #BeachEscape #LuxuryForLess #VacationMode #TravelTogether
⛔ #JOEKENT EXPOSES IT ALL‼️: “I saw the Israëli Lobby dictate terms inside Trümp’s White House” “I watched a foreign government, the Israelis, march right in and basically dictate terms to us…
LIVE🔴 BACK TO ULT THIS WEEK!! TOURNEY RUNS + REACTING TO ULTIMATE SHARED CONTENT LATER. Twitch.TV/MccDann #SmashBros #SmashBrosUltimate
⚾💥 24 July 2024 💥⚾ Game: Regular Season Pitcher: Hunter Harvey (R) - Kansas City Royals Batter: Corbin Carroll (L) - Arizona Diamondbacks The Play: 1-2, 0 outs, top of 8th, Royals up 4-3 The Pitch: 81.2 mph curveball Final: Diamondbacks won 8-6 in 9 innings
Les presentamos a David Palomo, quién ha logrado de su afición hacer su modo de vida. Y todo ello, gracias al "Freestyle Highline". Les contamos de qué se trata, pero cuidado, si padecen de vértigo.
Someone once told me God has a sense of humor. Also, whispers said Taco won’t die until he experiences how despised he is by the world. God is hilarious. And, Taco’s end is nearing! #endoftrump
Listen to any interview and try to extract a single factual statement from the lying lips of this piece of sh*t
At the 6th Dengue Alliance & Joint Steering Committee Meeting in Delhi, Francisco Neves, Technical Advisor to the Global Coalition for Local and Regional Production, Innovation and Equitable Access, highlighted the urgent need to close dengue research and development (R&D) and access gaps.
Germany doesn’t celebrate n*zis and our country should not be celebrating the confederate losers who fought for racial hierarchy so the wealthy, white few could hoard wealth and power.
The world's largest annual celebration of birds is only months away and you could get a free ticket. Subscribe to BirdGuides with our Global BirdFair offer and get a free £20 ticket to Global BirdFair: https://bit.ly/4cAlTlz #birdguides #birding #birds #birdwatch @Global BirdFair
Composite rendering in WebGL goes far beyond post-processing. Jeremy Chang from Active Theory breaks down render targets, fullscreen passes, and shader-driven transitions — and shows how to architect scalable Three.js experiences: tympanus.net/codrops/2026...
I have stood up for Iowa's workers on the floor of the Iowa House and will continue to do so on the floor of the US House if elected.
March 28 = No Kings Boston! 👑❌ Start strong with Pathways to Power 🚇 Grab friends, lift those signs high, and chant your way to the Common! Stay smart: use sidewalks, crosswalks & ignore agitators. Be loud 📣 Be seen 👀 Hot tip 🔥 $10 weekend commuter rail pass! Details: nokings.boston
High Quality Pixel Art & Smooth Animations Professional pixel art, sprites, tilesets, backgrounds, and character animations for games and creative projects. Retro style done right. go.fiverr.com/visit/?bta=2... #PixelArt #GameArt #PixelAnimation #IndieGame #2DArt
Putin has lied his entire career. Yet Witkoff says we can take Russia “at their word” that they’re not sharing intelligence with Iran. Taking the Kremlin at face value while U.S. intelligence reportedly says otherwise is utterly incomprehensible and mind-boggling naive.
"I don't really want to get stabbed because someone's stolen some Maltesers..." "I admire people who have a go!" Campaigner Matt Zarb-Cousin and Times columnist Matthew Syed debate whether it's right to intervene to stop shoplifting. #Newsnight
🤔 The perfect ad campaign for the Democratic party midterms and 2028, is using Republicans own words when they spoke the truth. 🤔 .
Després de dos dies emocionants, intensos i inoblidables, tanca la plaça de l'Anella Olímpica i s'acaba la primera edició de #3CatEnViu!
Friendships Change As You Get Older "As you get older it’s hard to find really good friends… but when you click, you just know. So grateful we connected on TikTok & are now collaborating!" ✨ #Friendships #AdultFriendships #RealFriends #GirlsGirl #MomFriends #TikTokFriends #WomenSupportingWomen
It's a straight line between devaluation of art to radicalization KatyCats! We talk about #JetLi in #OnceUponATimeInChina with guest Kevin Tudor from @almostmajor.bsky.social! Full ep at the links or any #podcast app! 🍎: tiny.cc/TMRAppleJET 🟢: tiny.cc/TMRSpotifyJET 📺: patreon.com/themixedreviews
Get ready with us as we pack for the AFL-CIO’s 30th constitutional convention! This is union democracy in action. The labor movement is coming together, building solidarity and strategizing for the fights ahead as we work to create a strong and secure future for every worker.
Got a renter’s policy? It can cover your apartment, garage, and even a storage unit—no separate policy needed with the right coverage. Always check your details. #theodonohoeagencygalveston #InsuranceTips
Пашинян зіткнувся з невдачею під час запуску голуба миру На одному з передвиборчих заходів прем'єр-міністр Вірменії двічі намагався запустити в небо білого голуба, але той вперто не хотів летіти. Хоча це звичайна ситуація, багато хто може сприйняти її як погану прикмету,що потенційно може вплинути
GM all - Happy Wednesday 👍😎☀️ @flemmingcarlson.bsky.social @gjahn.bsky.social @caactivist.bsky.social @juanita2024.bsky.social @reallyfasmiller.bsky.social @candycemv1.bsky.social @bandroll.bsky.social @northjules.bsky.social @bannerite.bsky.social @suzyqfit4u.bsky.social @archeryfan93.bsky.social
#Cubs lose the game 5-1 to the Cardinal and the series. Jordan Wicks gave up 2 in the first, couldn’t make it out of the third inning. The Cubs only run came on an Alex Bregman solo home run and the offense was 0-8 with RISP and left 7 on base: