Hormuz: Who Writes the Rules of Passage?
How the SoH moved from physical closure to competing systems of permission, insurance and verification
Hormuz | Quick Market Comment
Situational awareness in a short squeeze. Beneath the Sea to the Rugs Beneath
US-Iran | An Eye For an Eye-Ran
Quick update on drunk bar threats
GSWM | Mid-Year Outlook 2026: Resilience Reinforces the US Exceptionalism Thesis
Revisiting GSWM ISG Investment Outlook 2026
US Econ | FOMC | GS Mericle Hack
David Mericle outlines Goldman Sachs’ baseline macro outlook under newly appointed Fed Chairman Kevin Warsh
Yankistan/Eye-Ran/Houthis | Update – July 17, 2026
Who has better intelligence? Brief take on US-Iran escalation
US-Iran | Will the Houthis Close the Bab El-Mandeb?
Saudi strikes on Sanaa airport risks further expansion
Spectra Markets | am/FX: USDJPY and NFP
Short & to the point today
My Recent AI Buildout Opportunity Trades
Targets Hit: Cashing Out of the U.S. for China’s AI Boom
Day 110 | The Islamabad Declaration: What’s in the Deal?
2 versions of 1 MoU — clause-by-clause analysis