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: markets are not just pricing data. They are pricing institutional trust, sovereignty, inflation credibility and whether policy leaders can manage shocks without losing control of the narrative.
Walking away now is the right move after falling into this trap war. Cutting the losses and managing propaganda is the next step. 🤷♂️
Freedom of Speech is key to democracies, and attacking it by coming up with subjective labels is the beginning of the end. 🤷♂️
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?
They say "history doesn't repeat itself, but it often rhymes." If going from Trump to Biden and back to Trump is the rhyme scheme, we are officially stuck in the world's most exhausting limerick. 📝🇺🇸 #HistoryRhymes #USPolitics
I hear the no-fat generals rule will be strictly enforced this time, no exceptions. 🤷♂️
"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
Join AV’s private venture syndicate focused on quantum breakthroughs — hardware, sensing, communications, and quantum-safe cryptography. 💡 Learn more and join the syndicate → https://av-funds.com/4i00Qtb #AlumniVentures #QuantumComputing #VentureSyndicate #VentureCapital #QuantumTech
TODAY: ALL ROADS LEAD TO THE SOUTH. Republican lawmakers across the South are carving up maps to dilute Black voting power and protect their own power because fair maps would threaten their grip. They knew the voters didn’t support this, so they went around them. 1/2
El finde pasado estuvimos en #mollina dando el Campeonato de Andalucía del Balomano Playa con mucho calor 🔥 En la narración Pablo Jiménez En producción Deporte en Directo Dirigido por Jesús Mudarra Y Emitido por FABM
I was pleased to welcome @hrwallingford.bsky.social to the Science, Innovation and Technology Committee’s Innovation Showcase. HR Wallingford is doing important work on water challenges and the UK must invest in sovereign science to strengthen our position as an attractive hub for innovation.
Diablo 4 Heartseeker Rogue guide: Freeze control, rotations, gear, paragon tips, and endgame strategies. Read: haplogamingchef.blogspot.com/2026/05/diab... #Diablo4 #D4 #Heartseeker #Rogue #Gaming #ARPG #LootAndSlay #ThePit #Endgame #GamingTips
If you could talk to the president about the economy, what would you tell him? New Yorkers weighed in as President Trump visited Rockland County on Friday.
You push people away when you need them most. Burnout makes you disconnect from the very people who can support you. 🎥 Full video — https://www.youtube.com/watch?v=3tSPcOL0KUk
💥 Blue Origin's New Glenn rocket explodes during Cape Canaveral test fi For daily global news videos, please visit Ranked.News/videos
#BAL games have been scrappy fun. The cultural challenges (especially the play by play announcers clearly coming outta soccer) has deepened my #NBA gratitude. Today on @ESPN's App & on @CraveCanada: Origin. The 4-part doc chronicles the inaugural season of @theBAL. #SetTheVCR
Cathedral views and monthly dues. Living in Gloucester. ⛪ #Gloucester #Cotswolds #Budgeting #MoneyTalk #UKRent
Another “dental” visit for Taco. Maybe it’s this visit where he gets the “procedure “ that doesn’t work for him. 🤔 #arresttrump
🧬 Confirmed measles cases linked to the March for Life rally in DC have triggered a multi‑state contact‑tracing effort, after infectious attendees passed through crowded transit hubs, churches and a children’s hospital. #Measles #VaccinesWork #PublicHealth
Listen to any interview and try to extract a single factual statement from the lying lips of this piece of sh*t
I Pretended to Jerk Off Next to a Making-Out Couple at the Bar 😂 After a gig in St. Cloud, Minnesota, this couple was straight-up dry humping at the bar. So I put my hand in my pants, stared right at them, and pretended to go at it. The dude freaked out… but they barely even paused.
Powerfull and seamless objects blending in Unity using Edge Fusion! ► https://kronnect.com/go/edge-fusion #unity3d #indie #indiedev #gamedev #madewithunity #indiegames #assetstore #unity #unitydeveloper #games
Medicine ball pounce! #MysteryWrestling25 Watch the full show on mysterywrestling.com! #MysteryWrestling 🤼♂️
"Shell, Chevron, RWE and TotalEnergies all accept that climate change is real, human-caused and serious. The era of corporate climate denial, at least in legal proceedings, is largely over." 🧵
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.
Houston ISD Superintendent Mike Miles declines a request from Councilmember Edward Pollard to appear before Houston City Council to answer questions over the proposed closures of 12 HISD campuses, a decision trustees are expected to vote on tonight.
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
This is Rex. He found a missing child in 12 minutes on his first tracking mission. "He’s kind of a triple threat," his handler said. He's trained as a therapy dog, explosive detection canine, and missing person tracker. When the girl was safe, Rex shifted to comfort mode. 14/10 (IG: arapahoeso)
He got the zoomies mid pup cup run 🐶🚗💨 #FrenchBulldog #DogHumor #PupCup #FunnyDogs #caraccident
From "KHOI's Capitol Week," my thoughts on @petebuttigieg.bsky.social endorsing @joshturek4iowa.bsky.social for #Iowa's Senate primary. The whole show (with lots more on the #IASen race) is available on podcast platforms.
Chris Jones, Democratic candidate for Iowa secretary of agriculture, told me on Friday that the new Republican water quality plan "puts the entire financial burden" of ag pollution on Iowa taxpayers, asking "nothing of the industry"—from farmers to the Big Ag corporations.
Item 39 is a step forward, bringing the Community Development Commission into the rezoning application process for properties with existing multifamily and affordable housing. At the end of the day, it’s about how Council approaches these decisions. #DavidForATX #AustinHousing #ATX
What a beautiful day in Colma, standing up for the rights & freedoms for ourselves & our neighbors — join us! #Resist #TeslaTakedown #StopICE #ICEOut #ICEOutForGood #NoKings #EpsteinFiles #RemoveTheRegime #Colma #California #FreeAmerica #Indivisible @maddow.bsky.social @50501movement.bsky.social
Historische Kindheit 1962. Was für eine Zeit? Einmal im Jahr kam ein Riesenpacket vom Onkel aus Amerika. Darin waren wunderbare Kleider für mich. Auf den Fotos habe ich einige davon an. Für die Eltern war etwas Kaffee, Kakao und diverse Kleinigkeiten dabei. Es war immer ein Fest.
The Spurs ended Oklahoma City's title defense and advanced to their first NBA Finals since 2014, setting up a historic championship showdown against the New York Knicks. 👉 Read the full story at NewsLink7.com #VictorWembanyama #SanAntonioSpurs #NBAFinals #OklahomaCityThunder #NewYorkKnicks
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.
ICE’s image has collapsed—and so is Trump’s authoritarian project (BLUEBERRY PIE — recipe on my Substack!)
✍️ Días de mucho estudio y apuntes, para los más de 10.000 estudiantes que se presentan a la PAU a partir de esta martes
🦇🎮 Good news for those waiting for #Batman: Legacy of the Dark Knight on a Nintendo platform The brick-based crusader swoops onto #NintendoSwitch2 18th September
The bubble wrap gods walk among us, bringing stress relief and protecting your orders 🫧 Happy National Bubble Wrap Day! (Invented by accident in 1957. Best failure ever.) 💭 #BubbleWrap #SatisfyingVideos #OddlySpecific #QuirkyHolidays #PopCulture #NerdChic #VintageInventions
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
Maybe I'm getting older, but quiet restaurants are becoming a luxury. 😅 Good food, good company, and actual conversations. Found that at UMU. 🍣✨ @Dusit_Manila
New regional theme just dropped on @infinitestories.com Prelaunch! Have y'all claimed it yet? Get it now! app.infinitestories.com/prelaunch?ut... #ttrpg #dnd #daggerheart #gencon #composer #music #indie #infinitestories
I'm sure this was not the kind of drop Horizon Bass Arena DJ Scott Tyler was expecting :p YouTube: youtube.com/shorts/0YbAY... #VSky #VTuber #ENVTuber #AzureGlimpse