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He made us safe

Tularemia, leprosy, measles, salmonella, diarrhea parasites, mumps and flesh burrowing screw worms are ravaging America. You keep your head down, eat Swedish hard bread, frozen IKEA pancakes and Finlandia Edam cheese and hope for the best.

Mmmm S&P up 0.35%. The taste of taco is no longer half as sweet as it used to be. Markets seem somewhat nonplussed bout the fact that the war is now over.

Oh wow! We got a Hormuz deal 10 minutes before the futures open. And negotiations also start tomorrow. This is so cool. I guess we better buy leveraged semi index funds.

The dark truth few want to contemplate is that the markets want America to surrender and leave the Middle East. Markets just want cheap flow of goods. They don’t care about America “winning”. They want an end to this nonsense. And a rapid American defeat is the quickest way.

Now that we have offered Iran control of Hormuz and backed off yet another escalation, Iran has every reason to drive the hardest possible deal.

Did they actually engineer all those false leaks to CBS, WSJ and CNN because they thought Iran would just surrender? This is getting so dumb it’s legit scary. And Iran won’t believe any threats from now on,

“The perimeters of a deal has been agreed to” - looks like we got another peace

I know this a getting sort of dark, but if UAE becomes unlivable, that may save Denmark from an attack.

We may hit 3.5C sea surface temperature anomaly in September. The planet you were born in no longer exists

Bahrain air bases have been evacuated. It’s hard to comprehend that a fatal escalation in Iran may happen EXACTLY when the US bond market scare and Japanese currency crisis reach culminations. The timing is astonishing.

We’re gonna end up using a Trillion to try to keep Japanese yield at 4% when it should be at 7%. Because Japan cannot survive 7% yield with their debt load. We are tying to defend an impossible imbalance to delay the inevitable.

Certain Finns are starting to sound like American LinkedIn. One told me today “mä haluun olla niinku enemmän intentional” and I very nearly said something I would have regretted immediately.

Eating in America is an odyssey; a journey into darkness x.com/ameshaa/stat...

Amesh Adalja (@AmeshAA) on X“And of these 12 outbreaks, there are four Cyclospora outbreaks, three Salmonella outbreaks, two E. coli outbreaks, two Listeria monocytogenes outbreaks and a Clostridium botulinum outbreak in a powde...x.com

White House has leaked info about imminent attacks on Iran’s energy infrastructure to both CBS and WSJ, its favored conduits. So I’m inclined to believe it.

Lord, the 10 year broke through 4.75%. What will become of us. There is no budget, deficit is gonna hit 7% and Pentagon spending will rise by 50%. This Chevy has no driver. Jesus take the wheel.

Like an ancient curse or a dark song

These Yankees thought they could run 7% budget deficits forever. Bold as you please. They thought they could live like pigs in a raspberry bush, as the Finnish folk saying goes. The bond market wrath comes slowly, but is terrible to behold.

No, the markets did not forget about Warsh. The horror of bond geeks losing confidence in the Fed is only starting to unfold. There is no escape from this nightmare of a MAGA goon Fed chair

I tried. I did what I could