Wall Street clings to nothing but talk Bull case rests on Washington surrender Earnings, margins, momentum all weakening

I just want to put this Bessent gem here on top of @MacroEdgeRes post since it makes such a good combination to print and frame https://t.co/FEf2aMHE20 pic.twitter.com/VIKqyT3mkd — JustDario 🏊‍♂️ (@DarioCpx) April 29, 2025 BREAKING: CEOs are telling their investment bankers that the impact of the tariffs will be known over the next 6 to …

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CRUEL JILL CLINGS TO POWER… OPERATION: REPLACE BIDEN

Let’s start with the obvious: No one actually knows the best path forward for the Democratic Party in 2024, and all options in front of us are bad. A second Biden term is seeming less and less likely, and Democratic voters and pundits like seem increasingly nervous that we’re marching to our own funeral. But the prospect of challenging …

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