Assumability – Lower Mortgage Rates Means More Consumption (Part II)

Lower rates will unlock trillions in “trapped” home equity to stimulate consumption
US-Iran-Israel | For the news flow traders…

FARS NEWS: Iranian President Orders Nuclear Negotiation
GeoRisk: AMBER ALERT | Sorry to do this…

The picture has shifted again…
US-Iran-Israel | Feelings, Theories & Speculation

All might not be as it appears…
Buying $200bn of MBS Will Not Solve Affordability

Like Tears In The Rain
AMBER ALERT: Lowered from RED | Iran-Israel

Still a very fluid and tense situation…
Venezuela | Local Media Landscape (January 3, 2026)

What local media are saying
Venezuela | Events and Developments

Quick OSINT update
U.S.-Venezuela | Iran-Israel | Middle East | Prince of Darkness (Part 1)

Blair, BoJo, Maduro, Special-ops and PP-problems
Identifying the Opportunities of The AI Buildout – Part 3

AI Reliable Power Will Reprice Energy Markets—And Force a Reexamination of Coal