BlitzKava 🇺🇸

People still talk about the foreign policy of the Trump administration as if (a) it's designed to advance US national interests, rather than private ones and (b) there's a reasonable expectation of competence and coherence. Neither of these things is correct.

The Wall Street Journal reports that Finland and Austria have seized $500 million worth of Russian real estate following a lawsuit by Ukraine. www.wsj.com/world/russia...

If Europe wants to avoid turning into an oligarchy like the US, we must regulate social media, restrict money in politics, drop unrealistic ideals, and stop letting foreign enemies interfere in our elections

✈️ Lockheed Martin is considering a specialized F-16 variant for Ukraine with extended range, improved radar and integration of European weapons. militarnyi.com/en/news/lock...

This is why I do not want unappointed people representing the United States.

Yesterday, Russia launched 217 guided aerial bombs, 8,784 attack drones and carried out 2,607 shelling attacks across Ukraine. All. In. One. day. Quoting @atrupar: "Trump: "Russia, frankly, has been fine on Ukraine. They haven't been doing much."" https://x.com/atrupar/status/2112263429939417088

Patriots for Ukraine are ready for delivery to Ukraine. Export forms are sitting on Hegseth's desk. Hegseth refuses to sign them. Figures. Just another FOX News exporting an evil little shit into our government. english.nv.ua/nation/ukrai...

Trump: "Russia is not helping Iran" Iran:

❗️US Energy Secretary Chris Wright says the Trump administration is allowing sanctioned oil tankers to be sold, refurbished and returned to legal service carrying non-sanctioned crude. He says the goal is to move vessels from the “bad guys’ fleet” into the legitimate fleet. #US

❗️Vietnam will provide Ukraine with $500,000 in humanitarian aid, Foreign Minister Andrii Sybiha says. He thanked Vietnam’s government and people for their support ahead of winter, calling the package a meaningful gesture of solidarity with Ukrainians. #Ukraine

President Trump said that Russia "has been fine on Ukraine," adding, "they haven't been doing much." - The reality is that Russia commits war crimes and genocide in Ukraine every single day. -- So has the President of the United States just announced he is a Putinist collaborator?

With Trump's removal of Starlink, Russians are now hunting cars full of people in Kyiv, using jet drones for which Ukraine's interceptors no longer function to stop. Three people murdered an hour ago in southern Kyiv, with six others injured, three of which are children.

"American negotiators have been trying to push Ukraine into surrender for almost two years.” Speaking at the European Parliament today, the EU’s top diplomat Kaja Kallas accused the US of siding with Putin and pressuring Kyiv to capitulate SOURCE: www.euronews.com/2026/10/20/k...

🇺🇦President Zelenskyy: What will happen if we fall? 20 million Ukrainians will come to Europe because Putin will destroy us and push us out.

Give 'em hell, UNF! 🇺🇦♥️🇺🇦♥️🇺🇦♥️🇺🇦

RBADVISERS: “.. Consumers believe inflation is hurting them more than during the late-1970s. How long can this go on before it starts encouraging higher wage demands?” #UMich

Posted by Kateryna Yushchenko on Facebook. Is this the Wizard of Oz redux?

‘Investors are starting to see a mismatch between technology and financing. While the debt is fixed and the developer is on the hook for repayments, the value of their equipment is not. After paying off debt, how much residual value is there left for shareholders?’ www.bloomberg.com/opinion/arti...

“.. Six vessels were attacked on Sunday alone .. the deadliest day of attacks on shipping near the strait since the start of the conflict ..” @financialtimes.com #Hormuz www.ft.com/content/a4ab...

⚡️ Italy’s PM Giorgia Meloni: "Putin provokes Europe because he needs to divert attention from the progress of the war."

GS: Credit spreads and rates have moved higher in tandem since July $LQD -Rapid moves in government yields tend to push the spread/rates correlation positive

Since 1974, every S&P 500 bull market that reached Year 4 went on to complete Year 5. In the last four instances, the index posted double-digit gains over that fifth year with zero 10%+ drawdowns. 📈 from @Bluekurtic

⚡ Finnish FM Valtonen is calling for a complete, EU-wide ban on Russian tourist visas. "It is not right that Russians can travel to Europe to enjoy the way of life and freedoms here while their country bombs the homes of Ukrainians."

The Netherlands now considers Russia an enemy, not just an aggressor militarnyi.com/en/news/neth...

Occupied Königsberg. The name is Königsberg.

Putin has abducted more than 20,000 children, subjecting them to brainwashing in special camps to make them hate their own parents. For these actions, Putin is internationally wanted for war crimes. @theconversation.com

Goldman sees 2027 US real GDP growth of 2.2% Headline & core CPI inflation of 1.9% So, call it, 4.1% nominal growth in the out year... about all that talk of "7% nominal growth" $TNX "we expect higher rates to subtract about 0.2pp from GDP growth in 2027 on a Q4/Q4 basis"

GS: If Current Market Rates Persisted, Nominal Interest Expenses as a Share of GDP Would Increase Sharply Over the Coming Years, and the Debt-to-GDP Ratio Would Reach 132% by 2035, 10pp Higher Than in Our Baseline

Financials now trades below its Liberation Day P/E ratio $XLF @dualityresearch Just 14.4x

‘The manufacturing ISM prices paid component surprised to the upside, in the top 20% of readings over the full 75 year history of the series. Higher manufacturing prices lead forward P/Es for the S&P lower by 6-12 months.’ blinks.bloomberg.com/news/stories...

❗The Pentagon obligated 99.8% of the $400 million Congress allocated for Ukraine aid on September 29, one day before the fiscal-year deadline, Sen. Chris Coons said. The package includes $200 million for weapons and ammunition and nearly $100 million for equipment. #Ukraine

America can't resolve Moscow's need to sustain an extractive system of rule from Kaliningrad to Kamchatka. This is why the framework of a "deal" with the Kremlin is an error of first principles. Reagan's doctrine of strength and moral clarity worked on Moscow.

Ukrainian forces have launched the largest drone-based humanitarian operations of its kind, delivering food across the Dnipro River to residents of Russian-occupied Oleshky, Kherson region. Around 4 tonnes of supplies have already reached 100 designated locations.

7.37% mortgage rates

$XLY Consumer Discretionary working on its 7th down week in a row Industrials & Real Estate negative 6 weeks running

10yr +17bps since the PMI report yesterday 4.98% to 5.15%

What Russia can conquer in Ukraine- it will use against Europe

Top S&P 500 stocks ytd... memory/storage, hardware, refiners, cybersecurity

Absolutely fabulous. Good hunting, UAF! 🇺🇸❤️🇺🇦

Give 'em hell, AFU! 🇺🇸❤️🇺🇦

There's not a jot of difference between Aleksandr Ovechkin saying: "I'm Russian and I support my country" in 2026 and a Nazi athlete saying : "I'm German and I support my country" in 1943. Rashism (russian fascism) is the engine of war and genocide in our time as Nazism was in the 1930s and 40s.

Germany invaded Poland on Sept. 1st, 1939. -- Britain declared war on Germany at 11am, Sept. 3rd — 51 hours after the invasion began. -- France declared war at 5pm, Sept. 3rd — 61 hours later, and about 6 hours after Britain. -- Russia invaded Ukraine on Feb 22nd, 2022. -- We are still waiting...

I can't even begin speculating what and how much have gone wrong in the US for them to be in the position they're in now. youtu.be/dnPwuebGGHw?...

10-year Treasury yield hit 5.000% today. Here we go....

youtu.be/_5_P7pS63hU

Investors have pulled $14.2 Billion from U.S. Equity Funds over the last 3 weeks, the largest outflow since January 🚨