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February 19

S&P   Oil   FX   Gold   Silver  10Y   USH

S&P is down 0.43% | 2:34
Dollar index is up 0171% to 97.87
Gold is up 0.25% to $4,988
10Y is 4.073%, lower by 0.8bp

Oil up 2.0% to $66.49 following a 4% surge on Wednesday. 6-Month High
Brent Oil Price Tops $71.65 as Fears of U.S.-Iran Conflict Grow. Israel on high alert
AAA gasoline is $2.929 vs $2.825 a month ago
Gasoline futures over $2.00, testing the highest level in five months

Atlanta Fed GDPNow final reading 3.0% vs 3.6% prior
Initial jobless claims 206K. Near Multi-Decade Lows
December trade balance worsens to -70.3B as Exports Slump Again
For 2025 as a whole, trade deficit widened to $1.23 trillion from $1.20 trillion in 2024
Philly Fed Business Index +16.3 vs +8.5 expected. Prior was +12.6 | Forex

Trump approval at 48%, highest since October | Ras
Trump Becomes the Glyphosate President: Declares Deadly Weed Killer a National Defense Resource
Amazon has surpassed Walmart to become the world's largest company by annual revenue

Friday: Personal Consumption Expenditures (PCE) report
Friday: Potential Supreme Court decision on Trump's tariffs

US Moves the Most Air Power to the Mideast Since the 2003 Iraq Invasion | Mish
Rep. Khanna To Force Vote on Iran War Powers | Anti-War
Trump's War On Iran Is Existential--For Russia And China | Wauck
Iran, Russia to hold naval drills in Sea of Oman, north Indian Ocean
US Amasses Strike Force for ‘Unprovoked Aggression’ Against Iran | Sput

Debt Rattle
* Optimus is world’s biggest product because what’s actually being sold is labor at infinite scale
* Zelensky represents a corrupt cabal. He’s getting rich doing it.
* US and Dutch Veteram Pilots Flying F-16s For Ukraine

First Tesla Cybercab rolls off Giga Texas production line
You will be able to buy a Cybercab for personal use by end of 2026 for about $30,000

Goodbye and Good Riddance to the Endangerment Finding | David Stockman
Trump’s cancellation of the so-called “endangerment finding” with respect to CO2 made by the Obama White House back in 2009 is so profoundly important as to make up for a legion of Trump’s spending, borrowing, easy money, and tariffing sins. Among countless others.

The consequences of an over-feminized culture
Women evolved to take care of toddlers. If you put women in charge of teaching ethics, you get Toddler Ethics. “No hitting” “Share the toys” “Don’t say mean things” These are fine lessons for toddlers. Toddler Ethics, of course, isn’t ethics at all. It’s just things we don’t want toddlers doing.

Gen Z’s Embrace Of Socialism Shouldn’t Surprise Anyone | I&I
After all, capitalism is based on competition, risk-taking, and ultimately, rewards to those who produce the most value for others. It produces winners—and losers. Socialism, on the other hand, gives partisan and flawed government officials vast authority over economic decision-making, minimizes head-to-head competition, and eliminates real winners and actual losers (or “disparity in outcomes,” to use one of today’s preferred euphemisms).

Craziest part of fascism is when you take to social media to put out a public statement announcing you're going to protest, all without fear of any legal repercussions. | Insta


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