Trump Toughens Terms Of Iran Deal Framework, As Bessent Pinpoints Tehran's 'Big Mistake'
US tries to ratchet pressure & speed of responses, but Tehran hasn't shown signs of budging...
US tries to ratchet pressure & speed of responses, but Tehran hasn't shown signs of budging...
The post-bubble investor roadmap is long bonds (10-year yield down ~50bps in 6 months after market tops), and long defensives, and equity sectors which dramatically underperformed in last months of the bubble: the classic “long humiliation, short hubris” trade.
The two candidates are now separated by less than $100,000 in cash on hand...
...retail euphoria will be difficult to contain near-term
A new dawn of energy dominance in an increasingly fractured world...
"The recovered debris reportedly includes composite airframe sections, structural components, propulsion fragments..."
The indictment of Castro is a page taken from Trump's playbook on Venezuela from earlier this year...
"The current MLCC cycle, driven by AI, will be the largest and longest in history. We are still in the early stages of the cycle."
Proposes "network integration" & "data fusion." In other words, the US military's data could soon be the Israeli military’s data.
2026 is screaming “Uh-Oh” signals from nearly every sector and asset class with alarming yet eerily ignored clarity...
"A man from China who became a U.S. citizen - doesn't speak English. He received his commercial driver's license from New York State in 2024."
The answer to why the parabolic semiconductor move has been so sharp, and why fundamentals do not seem to matter, comes down to a single word: Gamma...
"5 of the 6 people arrested last night by state police were from outside New Jersey."
Russia’s consequent focus on the western front might embolden US-backed NATO member Turkiye to accelerate its power play in the south at the risk of sparking another regional crisis after Ukraine...
Ahhhh....Mogadishu Paris in the spring!
"About five people, including both contractors and active duty personnel..."
...the report wails about “a wave of radicalized children” who pose “a real risk to society”...
First Romania, now Germany again...
“The French people have been betrayed. In 2027, we will restore a democratic vitality to France by returning power to the people...”