Sunday CERA, Wouldn’t Wanna Be Ya

By Paul Sankey Published on March 22, 2026 at 8:53 PM

Goodness me, TDS (Trump Derangement Syndrome), indeed. I’m not talking about my own psychology. This “ahead of schedule” Gulf War III is going horribly ahead of schedule in the completely wrong direction. For an example of a total opposite effect, Iran flipping a ballistic missile at Diego Garcia did not fit with the original “Iran will quickly will run out of missiles”. My entreaty to the President to stop with the thesis drift and reset …

Sunday Cut Glass and Cut Grass

By Paul Sankey Published on November 16, 2025 at 4:11 PM

The choking smog of the current filthy dumpster fire in Washington DC is hardly the ideal backdrop for the visit of Crown Prince Mohammed bin Salman to Washington this Tuesday, 18th November. The other major news this week will of course be NVDA results, after the market a day later, this Wednesday November 19th. My working theory is that even assuming NVDA puts together another remarkable beat, the market is now worrying about too many …