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...
Stone fortress has stood for nearly 1,000 years...
Quantum computing’s ‘Q-Day’ threat isn’t science fiction... it’s the slow collapse of today’s encryption, exposing governments, companies, and data long before anyone notices...
It is both a market of one and a market of many: macro forces are moving everything together, while dispersion beneath the surface is creating plenty of idiosyncratic opportunity.
"Over time, we expect to unify our site-built homebuilding operations into a combined platform enabling us to deliver the dream of homeownership to more Americans."
While markets are already beginning to price the end of the conflict, they are nowhere close to pricing what comes next...
...poverty is now on the minds of more U.S. adults, at least more imminently, than before.
If AI is like what automobiles were to humans, we are in for a great ride. If AI is like what automobiles were to horses, we could be in some trouble, though those left working should be in great shape...
Wine sipping New York liberals claim that people cannot be patriotic without accepting the uglier details of their national history, yet leftists hypocritically subvert history all the time...
...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...
