Post-Hormuz Market Outlook in 01:47:05

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GROUNDBREAKING NEW STUDY REGARDING IVERMECTIN AND CANCER

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Before the COVID-19 pandemic, the vast majority of Americans – regardless of their ideological leanings – simply trusted the medical establishment. That trust was devastated by the experience of the pandemic.

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Markets swing from geopolitical optimism to pessimism - Newsquawk US Market Wrap

Explosions heard in Iran; Some Iran sources say UAE behind attacks; Some sources say US filed at Iran oil tanker; US official rejects reports that the US looking to restart Project Freedom to unblock Strait of Hormuz; US intelligence says Iran can outlast Trump's Hormuz blockade for months; Arabic sources reportedly say a breakthrough regarding the Strait of Hormuz is coming in 'next hours'; US Challenger job cuts accelerate in April; Norges Bank hikes as expected; OpenAI’s AI chip deal with AVGO reportedly hits financing snag.

The Democratic Party Is Dead, Long Live The Jacobins!

Today’s Democratic Party has abandoned its traditional working-class, patriotic roots and embraced a radical Jacobin ideology built on division, coercion, and political extremism...

AI Is Causing A Tidal Wave Of Job Cuts At Crypto Firms

The bigger question is whether this marks a permanent shift in how crypto and fintech firms operate — or whether AI has simply become the latest justification for cost-cutting during a tougher market cycle.

Moore: Time For Jerome Powell To Go Home

Powell will be the first Fed chair to stay on the Fed's Board of Directors in 50 years. This isn't the way it's done. It's bad form...

Worth Every Dollar (Until It Isn't)

This is what late-cycle capex manias look like in real time… every cycle has them, and every cycle ends the same way...

"Stunning Quarter": Highest Earnings Growth In Over Two Decades

S&P 500 earnings growth is projected to accelerate sharply from 13.4% in Q4 to 24.6% in Q1 – a four-year high and a level rarely seen outside of post-shock recoveries. Excluding special factors, this represents arguably the strongest earnings growth in two decades

Software Shorts Carried Out On Stretchers

IGV just broke above the downtrend line and reclaimed the 100DMA for the first time since the puke began. Software shorts are starting to feel pressure.

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