Crypto & Crude Extend Yesterday’s Gains As Bonds & Stocks See Massive Roundtrip

The narrative for today’s gains were 1) apparently positive headlines from Ukraine (though contradictory messages from both sides on talks were made), 2) ADP showed strong job gains (but embarrassed itself as practically useless with a massive revision to last month’s job losses), and 3) Powell affirmed a single rate-hike in March but  opened the… Continue reading Crypto & Crude Extend Yesterday’s Gains As Bonds & Stocks See Massive Roundtrip

Why Is Everyone Suddenly Bullish On Energy?

  Energy, after several years of underperformance and overall decreased mainstream relevance in the financial markets, is making a big return. And following the price action driven by the Russia/Ukraine conflict, the sentiment around it seems to have gotten considerably more bullish.  And the ETF flows into the primary crude oil ETF (USO) confirm this:… Continue reading Why Is Everyone Suddenly Bullish On Energy?

Biden’s Rhetoric on Ukraine Has Been Quite Moderate. Here’s What That Means

Russian and U.S. diplomats held multiple meetings last week to discuss the fate of Ukraine—talks that apparently failed to defuse the crisis. The U.S. government warned Friday of potential sabotage operations in Ukraine, a move that might give Moscow a pretext to mobilize some 100,000 Russian troops near the border to cross into Ukraine. Russian… Continue reading Biden’s Rhetoric on Ukraine Has Been Quite Moderate. Here’s What That Means

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Lenten Assignment: Be Grateful! – SpiritualDirection.com

True gratitude is a grace, or gift, from God. It proceeds from a humble and transformed heart. We do not render thanks merely because it is polite or expected, or because God commands it but because it flows naturally from a profound experience of gratitude. The “command” of Scripture to give thanks is not a… Continue reading Lenten Assignment: Be Grateful! – SpiritualDirection.com

Wars Rarely Achieve Their Initial Goals: The Curse Of Second-Order Effects

Authored by Charles Hugh Smith via OfTwoMinds blog, Initial victories do not guarantee the war will be won. Rather, they arouse the most dangerous enemy: the fatal hubris of over-confidence. War tops the long list of human folly for a basic reason: it rarely achieves the initial goals of launching the war. It takes a special… Continue reading Wars Rarely Achieve Their Initial Goals: The Curse Of Second-Order Effects

Ukraine Needs Help Surviving Airstrikes, Not Just Killing Tanks

Much of the Western discussion about helping Ukraine in the face of overwhelming Russian military advantage centers on relatively short-range weapons and tactics meant to enmesh an invasion force in the “next Afghanistan” or a “near certainty of hell”: for example, providing more Javelin anti-tank weapons, Stinger anti-aircraft missiles, and weaponized drones; or training Ukrainian… Continue reading Ukraine Needs Help Surviving Airstrikes, Not Just Killing Tanks

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