Christopher Robb

In June 2021 I wrote and article for ⁦@fundstrat⁩ about Nvidia where I compared it to the Cisco Kid because in the old TV show Cisco always beats the bad guy and saves the girl. It’s gone up a little bit since then!

🎯 Apologists trying to credit Orbán for conceding are intentionally missing the point. He would’ve done anything to stay in power had he thought it possible. Hungarians made it impossible. Trying & failing to destroy democracy receives no credit. He didn't stop; he was stopped.

Talks between US-Iran do not lead to any agreement: - a setback - yet WTI futures still $15 below recent peak Oil is acting ‘heavy’ (not going up in face of factors arguing higher). More signs equities have bottomed 👇 Get the premium service “first word” at fundstratdirect.com/tlee-services/ @fundstratdirect 🥇 Use evidenced based research to understand markets and build a portfolio PS: Free 30-day trial FYI 🆓 😍

Last week’s economic data show just how fragile the economy is, even before the fallout from the Iran war hits with full force. Critical to whether the economy can avoid a recession is whether the consumer holds tough, and that looks increasingly iffy. Real consumer spending growth in recent months has been barely 1% annualized, and that’s despite a decline in the personal saving rate to a very low 4%. With job growth stalled, sentiment slumping, high and accelerating inflation cutting into real incomes, the stock market going sideways, and higher interest rates, it isn’t hard to see consumers pulling back. The only thing working in consumers’ favor has been the bigger tax refunds provided by the OBBBA, but that will fade quickly on the other side of April 15th. At the same time, the economic headwinds from the war are just beginning to blow. My angst around the possibility of a recession continues to rise.

WATCH: Tens of thousands of people chant “Russians, go home!” at tonight’s anti-Orbán concert in Budapest.

Any questions

Very well written essay on the MAGA voter. This is what we are up against. Sam is 61 years old and lives in a town where the Applebee’s closed in 2014 and people still mention it like it was a natural disaster. The old factory shut down years ago, but Sam keeps his faded employee badge in a kitchen drawer because he considers it proof that America peaked sometime around 1987, right between the release of Top Gun and the invention of low-flow toilets. He firmly believes the country began collapsing the moment they stopped letting people smoke in restaurants and started putting kale in things. He wakes up every morning at 5:12 a.m., not because he has anywhere to be, but because decades of shift work, untreated sleep apnea, and permanent low-grade outrage have hardwired his body into a permanent state of agitation. He shuffles into the kitchen wearing camouflage pajama pants and a T-shirt that says “I Stand for the Flag” even though he has not stood up quickly without groaning since 2009. He pours himself coffee strong enough to power farm equipment and settles into his recliner to begin his daily ritual of becoming personally offended by things happening hundreds or thousands of miles away. Within half an hour, he is enraged about crime in Chicago, drag queens in Seattle, wind turbines in California, and a college professor in Vermont he has never heard of and never will again. Sam spends most of his time marinating in an ecosystem of Facebook memes, talk radio, Fox News, chain emails, YouTube clips, and badly designed websites with names like Patriot Eagle Freedom Truth News. By noon, he has shared seven posts warning that America is under attack by socialists, immigrants, vegans, pronouns, electric stoves, and people who use the phrase “lived experience.” He believes every story because every story confirms what he already feels: that the country has been stolen from people like him and handed over to people he does not understand. Sam is absolutely convinced he is one of the last remaining “real Americans,” despite living in a county entirely populated by people who also think they are the last remaining real Americans. He misses the America of his youth, which in his memory was a magical place where every man had a factory job, every woman made tuna casserole, every child respected authority, and nobody had tattoos, gluten allergies, or opinions about gender. He is nostalgic for a version of the country that mostly exists as a combination of old pickup truck commercials, Toby Keith songs, and stories his grandfather exaggerated after three beers. His truck is the size of a military vehicle and has never once carried anything heavier than mulch and emotional baggage. His pickup truck is so large that small birds alter their migration patterns to avoid it. The truck has never hauled lumber, gravel, or equipment, but it does haul an enormous amount of political anxiety. The back is covered in bumper stickers warning that he is armed, angry, and deeply suspicious of the federal government, except for when it comes to Medicare, Social Security, highways, farm subsidies, police funding, veterans’ benefits, and keeping its hands off his lawn. He likes to tell people he is “not political,” which is impressive considering his entire personality has become an endless loop of cable news grievances. He cannot attend a barbecue, church picnic, football game, or grandchild’s birthday party without eventually bringing up inflation, Hunter Biden, gas stoves, “the border,” or how nobody can say Merry Christmas anymore even though literally everyone still says Merry Christmas. Then Trump arrived, descending from his golden escalator like a casino-themed prophet sent by God to sell steaks and grievance. Sam had finally found his perfect candidate: a billionaire from Manhattan with multiple mansions, gold-plated bathrooms, and a private jet, who somehow convinced Sam that he understood the pain of a man screaming at the self-checkout machine in Walmart. Trump was loud, angry, theatrical, and constantly under investigation, which only made Sam admire him more. Every lawsuit, scandal, or indictment was not evidence of wrongdoing. It was proof that Trump was fighting the deep state, the media, the elites, the globalists, the FBI, the Democrats, the RINOs, and possibly the ghost of George Soros. Every scandal, every lawsuit, every indictment, every accusation became proof that Trump was fighting the corrupt establishment on behalf of “real Americans” like Sam. At this point, Sam does not support Trump because of policy details. He supports Trump because Trump has become the human embodiment of his anger, nostalgia, confusion, and Facebook feed. Trump says the world Sam remembers can come back, that the people Sam dislikes can be punished, and that all of Sam's frustrations are someone else’s fault. To Sam, Trump is no longer just a politician. He is a lifestyle brand. He is a martyr, a warrior, a stand-up comedian, a victim, a patriot, and the lead singer of a traveling grievance festival. Sam owns at least three Trump hats, two Trump flags, a Trump coffee mug, a “Never Surrender” T-shirt, and a giant “Let’s Go Brandon” sign in the garage that he insists is “not political, just funny.” For Sam, that is not politics. That is therapy. Trump is not just a candidate anymore; he is an emotional support billionaire. He is a spray-tanned security blanket with a private jet. He is the gold-plated, fast-food-fueled mascot Sam clings to whenever the modern world feels confusing, threatening, or insufficiently patriotic. Trump gives him a ready-made explanation for every disappointment in his life: it is not aging, bad luck, economic change, or his own choices; it is the immigrants, the liberals, the media, the globalists, the vegans, the people with pronouns, and whoever is ruining Christmas this week. Supporting Trump lets Sam believe there is still someone out there fighting for him.

“Of all the prevailing media narratives around Gavin Newsom, the one that is most conspicuous by its absence is how under its two-term governor California became the top performing economy not just among its 49 siblings but also any developed nation.” bloomberg.com/opinion/articl…

Fed economists estimate that the tariffs in place through Nov 2025: -Raised core goods prices by 3.1% through February (i.e., all of last year's overshoot in this category) and core PCE by 0.8% -The pass through should be complete

An observation, Point 1: stocks higher on bad news 📰 - from mid-March, $oil rose from $87 to $116 - S&P 500 $SPY rise from 6,300 to 6,600 - stocks rose even as Iran war progress worse Point 2: positive inflection ‘rate of change’ 📈 - yesterday proposed ceasefire - is a positive ‘rate of change’ inflection - even if this is not definitive - stocks rose >2%, oil down -15% - $VIX under 20 Hence, our rationale why ‘bottom is in’ Great speaking with @ScottWapnerCNBC on @CNBCClosingBell today @FundstratDirect @FundstratCap @BitMNR $BMNR

iran’s nuclear & ballistic missile programs were a real threat. more to israel and the gulf states than than to the united states, but real nonetheless. responding to that threat with an all out regime change war is one of the most irresponsible foreign policy decisions the united states has made in my lifetime. we will suffer the consequences of this mistake for years for years to come.

BREAKING: In a stunning moment, Fox News just admitted that Donald Trump's ceasefire made clear that he accomplished none of his objectives in Iran. Woah.

President Trump has done the impossible: He has caused some Iranians to rally around a despised regime.

Here he's not wrong. Orban and the Trump administration are united and cooperating in profound moral, political and criminal corruption, with Putin as their moral godfather.

it looks bad for the us president to threaten genocide

The White House wonders why Europe won’t rally behind America in Iran. Maybe start by asking why your Vice President is flying to Budapest to have a warm chat with Viktor Orban, the man running a Russian influence operation from inside NATO’s borders. While Europe has been bleeding money and weapons to stop Russian aggression, Hungary has been blocking NATO decisions, sheltering Russian intelligence, and doing Moscow’s diplomatic dirty work at every turn. Orban isn’t America’s friend. He’s Putin’s man in Brussels. And JD Vance calls him a “good friend.” Europe is supposed to line up behind a war that had no plan for day two, no strategy for the Strait of Hormuz, and no consultation with allies beyond Israel. A war that has already sent oil past $100 a barrel and left one of America’s most powerful warships reportedly retreating toward the Indian Ocean. You don’t get to lecture Europe about loyalty while embracing the man working to destroy the alliance from within, and then demand backup for a war you started without asking anyone. Gandalv / @Microinteracti1

From a Machiavellian standpoint this is JD Vance’s moment. He joined MAGA to oppose foreign wars. He can remove Trump and be the savior of the global economy by removing him. Also outmaneuvers Rubio who he can partially blame for this mess. Invoke 25th now @JDVance!

@JDVance this is your moment. You would have overwhelming support if you were to invoke the 25th amendment and stop this reckless war to promote Israeli interest. Remove President Trump and end this war NOW!

@JDVance @JDVance this is your moment. You would have overwhelming support if you were to invoke the 25th amendment and stop this reckless war before permanent damage to our country and the international economy is done. Remove President Trump and end this war NOW!

One of the most amazing military operations ever. Congratulations to everyone whose skill and bravery made it possible. God bless you all and Happy Easter!

Congratulations Bitmine $BMNR on the pending uplist to @NYSE Big Board - great achievement ‼️🚨‼️

BREAKING: Trump Says "A whole civilization will die tonight". This is literally a genocide. What the f-ck is wrong with him? I warned you all about this man.